Bakotech Partner Portal

A platform enabling external sales teams to work at the level of internal departments

  • Two-way integration with Salesforce
  • Modular architecture
  • Modular, cohesive interface

Meet our Client

Bakotech is an IT solutions distributor in the area of security and network monitoring. Together with Ceesoft, it forms a group collaborating with hundreds of partners in the CEE region.

The organization's business model is based on collaboration with external sales teams, which register projects, prepare offers, and implement joint marketing activities with software manufacturers.

Until now, all partner processes were carried out exclusively in the Salesforce system, which ensured full control over data, but limited partner autonomy and significantly burdened internal sales teams.

Bakotech needed a solution that would provide partners with secure and direct access to key sales processes, without the need to grant them access to the CRM itself. The project goal was to create a Partner Portal that would enable Partners to:

independently register projects and leads

generate quotes and orders

access invoices, marketing materials, and technical support

track status in partner programs

  • Webchefs' role

    Our team served as a strategic technology partner, effectively bridging the business perspective with the language of development teams.
    • Analysis of business processes and design of a scalable system architecture.
    • Development of an integration model with Salesforce and Fakturownia.
    • Implementation of a web application in a three-tier architecture (frontend, backend, database).
    • Preparation of development, testing, and production environments.
    • Design of two graphic solutions for the Bakotech and Ceesoft brands.

  • The solution

    An extensive web application was created with a hybrid Salesforce synchronization model (real-time + periodic data updates) and three types of user accounts.
    • Bakotech Admin - system and content management.
    • Partner Admin - creating accounts and granting multiple permissions within the company.
    • Partner Contact - working with quotes, projects, orders, and invoices.

  • The effects

    The Portal became a key tool for collaboration with B2B partners and the foundation of Bakotech's modern ecosystem.
    • Bakotech partners gained full visibility into projects, orders, and collaboration status in one place.
    • Response time in registration and quoting processes was shortened.
    • The Bakotech sales and technical support department was relieved.
    • Data flow between Salesforce and the new system was unified.
    • A solid foundation was created for further automation and development of the partner platform.
Want to connect multiple systems?

Want to connect multiple systems?

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Creating the Bakotech Partner Portal

01

Analysis

Salesforce process mapping

 Complete mapping of the Partner service path in the Salesforce ecosystem.
02

Designing

System architecture

 Modular architecture enabling further system development and scaling.
03

Implementation

Architecture implementation

 Implementation of the solution based on a modern frontend and backend stack.
04

Integration

System synchronization

 Two-way integration with Salesforce in a hybrid data synchronization model.
05

Tests

Pre-implementation validation

 Technical and business validation of the solution before production launch.

Key to success

  • The project was created with Bakotech's Partners as the main users in mind. Its goal was to provide them with a tool that allows them to operate as efficiently as internal sales teams, with quick access to data, project history, quotes, and current statuses.

  • Partners not only see data but can actively influence the process: register sales, initiate quotes, conduct negotiations, manage subaccounts and renewal requests.

  • The combination of a real-time model with periodic synchronisation ensures a balance between data timeliness, performance, and Salesforce API usage costs.

  • Modular architecture and scalability.

    Our team served as a strategic technology partner, effectively bridging the business perspective with the language of development teams.

  • Consistent user experience (UX/UI)

    An extensive web application was created with a hybrid Salesforce synchronization model (real-time + periodic data updates) and three types of user accounts:

  • Transparent Bakotech collaboration

    The Portal became a key tool for collaboration with B2B partners and the foundation of Bakotech's modern ecosystem.

Effective management of information and sales processes

Effective management of data and sales processes is the foundation of efficient collaboration in the Salesforce Partner Portal. Sales automation and CRM integration streamline lead management, sales control, and digitalization of key business processes in a B2B environment.

Current access to all collaboration information - projects, invoices, statuses, and promotions.

Free registration of sales and projects directly in the system.

Free registration of sales and projects directly in the system.

Partner support and customer service

The partner portal enables efficient B2B collaboration, providing easy access to support materials, loyalty system, and helpdesk integration.

Mutual benefits of system implementation:

Ability to receive and negotiate offers prepared by Bakotech online within a transparent acceptance process.

Access to a loyalty system supporting long-term collaboration with partners.

Technical knowledge base and marketing materials in one panel.

Helpdesk integration and service requests based on Salesforce ticketing.

What the Client says about us

...

"From my perspective, collaboration with the Webchefs team is reliable, responsive, and flexible, which represents high value in projects such as Partner Portal development."

Daniel Zygmunt Operations Manager, Bakotech Sp. z o. o
What can we do for your business?

What can we do for your business?

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Monika