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If you’re a 3PL (third-party logistics) fulfillment company, we’ve got an exciting feature launch to save you time and make servicing your clients easier.
Are you tired of your customers consistently calling to ask about stock levels and product data? Does your team spend hours each week manually pulling status reports for them?
We know everyone is nodding their head, and that’s why Finale built a new Client Portal feature! Launched in May 2023, our Client Portal can provide real-time inventory updates to your customers through a straightforward, on-demand reporting dashboard.
Pricing Matters
“Sounds good, but what’s the cost?” Don’t worry, we aren’t going to make you read through the whole blog to find that one nugget of information.
Finale’s Client Portal within the 3PL module costs only $200 per month as an add-on feature to your existing Finale account. Included in this price are 25 client accounts, with each account having up to five user logins to the Portal.
When you think about the time invested into pulling reports and sending emails to update your clients, we hope you’ll agree the pricing of this add-on module drives substantial value. By offering your business a simplified communication portal for your clients to access stock information, this collaborative tool is sure to be a staple in your service tool belt.
Benefits of Using Finale’s Client Portal
With this new feature, your clients will have access to up-to-the-minute information on inventory levels, so they’ll never be in the dark again. This means you’ll save precious time by not having to manually pull and provide ad-hoc inventory data requests for your clients through lengthy email chains or phone calls. Now they will be able to access their own information on-demand when they want and need to, just by logging into their portal.
With clients having easy access to this information, it will improve your operational transparency, which will help them plan their operations more effectively, creating a healthy workflow. Not only will the portal create value for you, it will also add value to your clients, making you stand out of the pack.
“We are always looking for ways to improve and provide the best customer service to our clients, and Finale gave us exactly what we needed to be able to provide that next level of support. The client portal is simple and straightforward, and set-up is so quick and easy. We see a lot of inventory come through the warehouse, and our clients are always asking for updated inventory reports, so we are very excited to be able to give them unlimited access to view their real-time inventory levels. We have about four salespeople, and we’re estimating this will save about 5 hours per week for each individual.”
Customer Testimonial
— Kaitlyn, Summit 3PL
A Simple and Effective User Experience
This new feature puts all the inventory information directly in your clients’ hands, saving you time and improving your level of service. Your clients can now just log into the portal and check the stock levels themselves. Yes, it’s that simple.
Getting started with the Client Portal is easy. As the account owner, all you’ll need to do is request the module in the billing tab, wait to receive a confirmation email that the module has been activated, and then initiate payment and client access to the portal. See the help article to follow the simple steps on how to do so. Once that’s done, your clients will have easy access to all the data they need (and you want them to have) from your product catalog.
If you need further assistance or have questions about the portal feature, you can reach out to service@finaleinventory.com, and our team will be happy to help you.
Finale’s Client Portal
Finale created the Client Portal so that it aligns closely with the specific needs, requirements, and challenges faced by our customers. This approach ensures that the Client Portal provides a high level of excellence in terms of functionality, user experience, reporting, and ongoing improvement. Finale maintains an ongoing dialogue with customers to gather feedback, identify areas for improvement, and implement updates and enhancements accordingly. This iterative approach ensures that the Client Portal evolves alongside the changing needs of our customers and their clients, incorporating new features and functionalities as necessary.
With Finale’s client portal, you’ll be able to provide your clients with up-to-date information quickly and easily, saving you time and ensuring your business runs smoothly.
So, what are you waiting for? Add our new inventory management feature to your existing account and start reaping the benefits today.
Editor’s Note: We’re constantly working to improve and expand this feature, so stay tuned for updates.
