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Self-service national accounts portal

Service Provided Salesforce

A leading telecommunications provider needed an efficient solution for its national account customers to simplify service qualification and order requests. Turnberry delivered an off-the-shelf software solution with full integration into the company’s existing systems, enabling clients to self-manage service requests.

Client challenge

Our client’s national account customers, such as large retail and service chains, faced cumbersome manual processes to pre-qualify service locations and submit bulk service installation requests. Each request required individual emails to the company’s national accounts team, resulting in delays and inefficiencies. The company needed a self-service portal to streamline pre-qualification checks, enable bulk service submissions, and provide visibility into request status—all while integrating with its order management systems.

Our solution

Turnberry provided a comprehensive software solution, including licensing, integration development, hosting, and ongoing management.

The solution enables national account clients to perform pre-qualifying checks to assess service availability and construction costs for physical locations; submit bulk service requests directly through the portal; and monitor request statuses and access dashboards for improved visibility.

The portal also exports service requests for batch loading into its order management systems, significantly reducing manual intervention.

Results

  • Delivered a fully integrated, self-service portal for national account clients
  • Enabled bulk submission of service requests, reducing manual effort
  • Improved operational efficiency with streamlined pre-qualification and order processes
  • Provided dashboards for real-time status tracking and reporting
  • Hosted and managed the solution, ensuring reliability and performance

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