VAR and System Integrators

Value Added Resellers (VARs) or system integrators own 100% of the client relationship and bundle the Convey portal technology into their own product or service to create a unified offering.

This relationship works best if the VAR or system integrator has portal services designed to manage functions such as administration, commissions or quoting and need to add content and marketing to their product bundle.

Single Sign-on and Member Management API

For site owners who currently manage their members in a 3rd-party site, Convey offers two APIs that provide seamless Single Sign-On functionality as well as automated member management. Our Single Sign-On API allows members to securely and quickly transition from the 3rd party site to your Convey portal without having to enter in usernames and passwords. This makes your Convey portal feel like an extension of the 3rd party site. Additionally, our Manage Members API allows the 3rd party site to automatically maintain member records in your Convey portal so that permission structures and marketing campaigns reflect the most up-to-date information you have on each member.

Portal Configuration

The Convey technology is designed to be customized, branded and configured in a matter of days, not weeks or months. The administrative engine consists of 4 CRM tools to manage members, content providers, administrative users, and prospects. Set up of the CRM is a simple process of adding fields and organizing them into sections. The technology comes complete with a library of standard reports that can be turned into custom reports.

Content management involves organizing the portal into content catalogs allowing different departments or entities to add and manage content. Portals have extensive messaging capabilities to notify and remind portal administrators and their members to take action or of any administrative changes to their accounts. Messaging includes custom emails and newsletters with opt-out management.

Technology Support and Training

Convey hosts its technology at Rackspace, ensuring 99.99% uptime, an enterprise-grade level of security, and managed services around the clock for any issues. Convey assigns you an account manager to help interface with development resources to resolve issues, suggest improvements or conduct training. Portal features are easy to use and have online tutorials available to display a hover-over guide as individuals use the technology.

Additional Features & Capabilities

Convey is constantly evolving its portal technology ensuring that all underlying code, plugins, and services are current. New features and improvements are added on a regular basis with our partners given insight into the product roadmap well in advance. If specific features or capabilities are required and not on the roadmap, Convey’s development team will offer custom development with fast delivery and reasonable development cost.

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