CDS Visual, part of Dover, announced the launch of CDS Partner Exchange™, an integrated platform that streamlines how industrial manufacturers and their business partners collaborate across critical commercial processes.
CDS Partner Exchange connects CRM, ERP, commerce, and service systems to unify channel engagement, order processing, product visualization, quoting, service, and aftermarket support into a single environment. The platform enables a more connected, automated, and scalable partner ecosystem throughout the commercial lifecycle.
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“The future of partner engagement is not simply about providing access to information; it is creating a connected and automated network where manufacturers and their partners can collaborate in real time,” said Anna Harkins, General Manager at CDS Visual. “CDS Partner Exchange brings together the systems, workflows, and insights that power critical commercial processes, helping manufacturers reduce manual effort, improve visibility, and deliver better business outcomes for partners.”
Key features of CDS Partner Exchange include:
- Self-Service Access: Provides partners, distributors, dealers, and customers with 24/7 access to view orders, alerts, and quotes through a single interface, lowering service costs while improving the user experience.
- Flexible Deployment Options: Offers a multi-tenant SaaS solution that can be configured as a stand-alone partner portal or integrated with existing ERP and e-commerce systems to unify product, parts, and service sales.
- Unified Partner Onboarding and Lifecycle Workflows: Streamlines onboarding, access provisioning, and ongoing partner management with configurable workflows.
- Advanced CRM-Integrated Partner Processes: Extends beyond standard CRM connectivity with workflow-driven integration, enabling seamless coordination between internal teams and partners.
- Deep ERP and Back-Office Integration: Natively connects partner interactions to ERP systems, eliminating transaction friction through real-time visibility into orders, inventory, pricing, and operational data.
- Embedded E-Commerce Experience Enhancing Workflows: Enables partners to browse products, manage favorites, and transact directly within the portal, bridging the gap between enablement and revenue execution.
- RFQ (Request for Quote) Workflow Orchestration: Supports structured quotation processes, accelerating deal cycles and improving pricing accuracy.
- Warranty and Returns Management: Simplifies the submission of warranty claims and returns with guided workflows and real-time status tracking.
- Content and Engagement Analytics: Provides visibility into partner activity and engagement, linking content usage and behavior to intent and outcomes.
Source: PRNewswire
