Partner Service Requests

  1. Features
  2. Partner Service Requests

Collaborate seamlessly with partners through shared portals, intelligent request workflows, and real-time status visibility.

RoundInfinity's Partner Service Requests provides a dedicated platform for managing partner relationships, service requests, and collaborative business processes — with custom forms, automated routing, SLA tracking, escalation workflows, and self-service status checking.

Give partners secure portal access to submit requests, track orders, access resources, and communicate with your team. Maintain full visibility across all partner activities while ensuring data security, tier-based access controls, and complete audit trails.

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Partner Service Request Workflow ① Submit Request 🤝 Partner Self-Service Portal Select: Support · Orders · Docs Fill custom form + attachments Submit with tier-based access ② Auto-Assignment 🎯 Intelligent Routing ✓ Route by partner tier + type ✓ Assign to account manager ✓ Load balance specialists ③ SLA Tracking ⏱ Partner SLA Monitoring ⏰ Gold: 1h response · 4h resolve ⏰ Silver: 4h response · 24h resolve 📊 Track compliance by tier ④ Auto-Escalation 🚨 If SLA at Risk ⚠ Escalate to partner manager 📧 Alert both parties 🔴 Flag in priority dashboard ⑤ Check Status Anytime 📊 Partner Self-Service 📱 Real-time updates + timeline 💬 Comment thread with team 📂 View all my requests ⑥ Resolution & Feedback ✅ Request Completed ✓ Closed within SLA ⭐ Partner rates satisfaction 📈 Analytics + insights logged Reopen / Follow-up 🔐 Tier-based Access 📧 Auto Notifications 📊 Partner Dashboard 🔗 Order Tracking 📁 Document Sharing 📱 Mobile Portal
Partner Self-Service Portal
Branded, secure portal where partners submit requests via custom forms, track status in real time, and access resources — all with tier-based permissions.
Intelligent Request Routing
Requests automatically routed to account managers or specialists based on partner tier, request type, and team availability — no manual triaging needed.
Tier-based SLA Management
Define response and resolution SLAs by partner tier (Gold, Silver, Bronze). System tracks compliance and auto-escalates when SLAs are at risk.
Order & Shipment Tracking
Enable partners to track order status, shipments, and delivery updates directly from the portal with real-time sync from your ERP or inventory system.
Document & Resource Sharing
Securely share contracts, product catalogs, marketing materials, and training resources with version control and access logs.
Training & Certification
Provide partners with access to training materials, videos, and certification programs — track completion and issue digital badges.
Communication Hub
Centralized messaging, announcements, and updates for partner communications — with comment threads on every request for seamless collaboration.
Performance Dashboards
Share KPIs, sales metrics, and performance data with partners through customizable dashboards — visibility into their success with your brand.
Partner Analytics & Insights
Track partner engagement, request volumes, satisfaction scores, and SLA compliance — identify top partners and areas for improvement.