From scattered communication to one integrated system. A partner portal that drove sales growth.
Bakotech is an IT solutions distributor specializing in network security and monitoring. Together with Ceesoft, it forms a group working with hundreds of partners across the CEE region.
The organization relies on collaboration with external sales teams that register projects, create quotes, and run joint marketing activities with software vendors.
All partner processes had previously run exclusively through Salesforce - giving the company control over its data, but limiting partner autonomy and putting strain on internal sales teams.
Bakotech needed a solution that would give partners secure, direct access to sales processes - without opening up the CRM itself. The goal was to build a Partner Portal enabling partners to:
register projects and leads independently
generate quotes and orders
access invoices, marketing materials, and technical support
track their status in partner programs
Looking to cut costs by automating partner collaboration?
A behind-the-scenes look at the architecture and system deployment - from initial analysis, through design and implementation, to production testing.
Salesforce process mapping
Full mapping of the partner service journey within the Salesforce ecosystem.System's architecture
Modular architecture enabling further development and system scaling.Architecture deployment
Implementation based on a modern frontend and backend stack.System synchronization
Two-way Salesforce integration with a hybrid data synchronisation model.Pre-deployment validation
Technical and business validation of the solution prior to production launch.The key to success
The project was built around the end user - the Bakotech Partner. The core principle was simple: external partners should be able to operate with the same effectiveness as internal sales teams, with full access to data, project history, quotes, and statuses.
Partners don't just see data - they can actively shape the process: register deals, initiate quotes, manage negotiations, handle sub-accounts, and submit renewal requests. The system gives them a genuine sense of control and partnership in their relationship with Bakotech.
Combining real-time with periodic synchronisation struck the right balance between data freshness, performance, and Salesforce API cost efficiency.
Summary
The Bakotech Partner Portal became a fully-fledged extension of Salesforce - letting partners operate as if they had their own CRM, without ever accessing Salesforce itself.
Our solution is more than a classic B2B panel - it doesn't just automate processes, it democratizes access to data, taking partner relationships to an entirely new level.
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Effective data and sales process management is the backbone of seamless collaboration and higher sales performance in the Salesforce Partner Portal. Sales automation, process optimisation, and CRM integration support sales control and lead management on the B2B platform - creating a modern CRM system for partners and digitalising key business activities.
Through access to the Portal, Bakotech Partners gained:
Up-to-date access to all collaboration information - projects, invoices, statuses, and promotions.
Seamless registration of sales and projects directly in the system.
Comprehensive partner support and fast, effective customer service are key to the success of an extended sales network and user satisfaction. The partner portal enables smooth B2B collaboration by providing easy access to support materials, a loyalty system, and helpdesk integration - further elevating service quality.
Mutual benefits of the system implementation:
Receiving and negotiating quotes prepared by Bakotech online, based on a clear approval process.
Access to a loyalty system supporting long-term partner collaboration.
Technical knowledge base and marketing materials in one panel.
Helpdesk and service request integration based on Salesforce ticketing — in a modern, consistent PWA interface accessible from any device.
The Bakotech Partner Portal is a long-term project of considerable complexity, requiring flexibility and a creative approach to many processes.
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