Services & healthcare
Capsul'in Pro
Implementation of a customer portal connected to SAP Business One ERP
Introduction
Implementation of a customer portal connected to SAP Business One ERP. The portal centralizes all commercial and documentation data.
Problem and Objective
Customers frequently contacted the Sales Administration or Sales teams to check the status of their orders.
These repetitive questions were time-consuming and prevented teams from focusing on higher-value tasks.
Objective: Provide each customer with a single, simple, and reliable access point to track orders, view invoices, and access marketing/regulatory documentation autonomously. Reduce the number of requests sent to administrative and sales teams.
The process
Stage 1
Implementation of a customer portal connected to the SAP Business One ERP. The portal centralizes all commercial and documentation data :
Technical workshops to identify the key ERP data to display in the portal.
Definition of user journeys tailored to the different needs identified.
Real-time tracking of orders and deliveries.
Access to invoices and related documents.
Product catalog consultation and access to technical or marketing datasheets.
Configuration of the portal and adaptation to the brand identity.
The interface is intuitive, designed to empower customers while ensuring data accuracy through direct synchronization with SAP Business One.
Avant
Customers had to contact the Sales Administration team to get updates on order status or product documentation. Internal teams spent a significant amount of time responding to repetitive inquiries.
Après
Customers can freely access their information via the portal, 24/7. Data is automatically updated from SAP Business One.
Results and benefits
More autonomy, more responsiveness, and fewer frictions in the commercial relationship.
For customers: 24/7 access to information, improved transparency, and increased autonomy.
For Capsul’in: A reduced volume of incoming requests for the ADV team and a measurable efficiency gain.
The customer portal becomes a real lever for efficiency and loyalty, turning order tracking into a smooth and valuable experience for all parties.
“We were truly impressed by Synako’s efficiency, both from a technical standpoint (including the integration with SAP Business One) and in terms of visual execution. Synako’s project team fully understood our internal operations and client processes in order to deliver this customer portal. The project was managed seamlessly, with strong coordination across all internal stakeholders at Capsul’in Pro. We are delighted with this collaboration. It has been a great success!”
Thomas
Capsul'in Pro
