A platform enabling external sales teams to work at the level of internal departments
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
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Salesforce process mapping
Complete mapping of the Partner service path in the Salesforce ecosystem.System architecture
Modular architecture enabling further system development and scaling.Architecture implementation
Implementation of the solution based on a modern frontend and backend stack.System synchronization
Two-way integration with Salesforce in a hybrid data synchronization model.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.
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.
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.
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