CRM Web Portal

for Dynamics CRM

Customer Web Portal System melds the Microsoft Dynamics CRM enterprise solution for sales, marketing, and customer service to

your website properties to extend control of customer information, order management, and detailed project and support interaction live-status directly out to the customer 24/7 online . . . while completely enveloped by your articulated marketing message with product and service e-commerce offerings.Get an evaluation of your plans. That is, tell us what you want and we’ll tell you and show you what we can do. Email Portal@MTCCRM.com with any reference to your needs, ideas, plans. Or call 323-851-5008 PST and ask about CRM Portal.

DetailsMore DetailsDocumentsOrder

CRM Web Portal

Overview

CRM Web Portal System is

CRM Product to Web Integration
CRM Multi-Site Product and Relationship Management
Website Shopping Cart on CRM Products
Payment Card Industry (PCI) Security Compliance
Website Individual and Company Visit Tracking
Website Agent/Partner and End-User Tracking
Multi-channel or Partner/End-User Operation
CRM-to-Customer-Web Order Management
Customer-Web-to-CRM Order Management
Customer Online Statement Generation and History
CRM Project Management Customer Web Visibility
Time and Billing Customer Web Visibility
Customer Satisfaction Rating System
CRM-Based Website Content Management
Single Sign-in Microsoft Live ID Option

Web Portal System Adds Seamlessly to CRM & Web

Customer Web Portal System is an ingenious set of high-value, fully-integrated, individual mix-and-match products, of combined Dynamics CR “Solutions” and .Net web code you build-upon the Customer Support Portal Accelerator core solution provided by Microsoft. Available are, an ever growing list of easy-to-add CRM and Website components, as well as the world-renowned MTC on-demand custom development services for CRM and website customization to assure your CRM Web Portal development is built to your exact business process and website image.

Add the CRM Web Portal to your Microsoft CRM and existing website to supercharge your web strategy and investment. Enhance as much as you need when you need it to fit your Marketing and IT budget plans over several quarters while testing new customer online interactions against your business strategy.

Gain more business and higher customer satisfaction rates by allowing your customers to “Login” and access control over their interaction with business or organization. Today “Online” 24/7 access is the business norm. Just offering anytime online access to your business raises your profile!Multi-level, or Company to Partner-channel to End-user online interaction 24/7 is an absolute requirement in the 24/7 global business world today. CRM Web Portal supports the spectrum of contractor or channel models to suit any business-relationship structure.

Your CRM Functionality Is Now Self-Service Online

CRM Web Portal System extends the actual CRM SQL database and all the processes and records from the Outlook or CRM web client internal use to a custom End-User perspective in the look and feel of your website.

Manage Your Customers 24/7 Online CRM Information Self-Service to

Edit their Company account and Individual contact information
Add new contacts and control access rights and communication preferences
Order products to a simple order or build complex proposals from your website – Seen in CRM
Approve and modify orders and complex proposals on your website - Created in CRM
Pay for products on a secure charge card platform with critical data stored outside your CRM
Review historical Quotes, Orders, and Invoices to duplicate, return, or check status
Real-time status on the incident “Case” information and provide updates
Access your knowledgebase for self-support

CRM Web Portal

Overview

Allow Your Channel Partners or Outsource Venders 24/7 Online Access to

Access to their regional account and individual contact information
Update end-user service or product delivery
Update customer service satisfaction

With the ConsultPro Professional Services Solutions Manage Your Customers Projects and Processes Workflow Interactively Online 24/7

Review the Visual Project Schedule and live status of their projects
Review current account billing status and historical statements
Review schedules of resources assigned to their projects
Rate and review service satisfaction at all levels of delive
Schedule any CRM Activity, Stage of Activities or sophisticated Projects
Manage client Self Service billing management
Experience advanced client project team interaction
Manage resources anywhere on the globe simultaneously

Partner NFR program, OEM, and custom development available to support unique needs

Shop for products Online across lists or landing pages live from CRM Product records
Manage multiple websites from CRM product and Contact relationships
Track all website visitors’ web visits and page tracking real-time to CRM
Shop anonymously to build confidence before to before entering their personal data

Unique System Features Build Business Advantage

Offer single-sign-in Microsoft Live ID for all Xbox, Office 365, Win Phone or CRM Online users
Upgrade your website to a CRM controlled CMS – Content Management System

What are the CRM Web Portal Options

CRM Driven Web-based Customer Satisfaction Survey

3rd leg, Activity completion triggering automatic template e-mail-to-web-survey system for customer satisfaction management and closed-loop continuous business improvement.

Multi-level Partner Management

Extend CRM’s multi-relational capability eloquently to bring your current multi-level channel management system or build a new one to suit your businesses future. Ideal for contractors, aggregators, outsourcers, anyone sharing or controlling external resources.

Multi-site Controls

Bring control of multiple websites on the CRM database and unified Account and Contact management for cross market, e-commerce and social and foreign market targeted sites. Use your CRM to manage Opportunities across several wesite. Cross selling!

Option Selection for Flexible, Powerful, and Easy e-Commerce Product and Service Sales

Full credit and debit bank card integration, Shopping cart, Product display CMS, Visitor product interest tracking.

CRM Web Custom Customer Capture

Bring control of multiple websites on the CRM database and unified Account and Contact management for cross market, e-comm and social and foreign market targeted sites.

Visual Project Schedule – Live Status

Add MTC’s ConsultPro Visual Scheduling used by your scheduled process or project management made visible to web visitors. Includes Top View with remarkable information delivery of volumes of projects or Activities for an end-user direct or partner.

How to Engage Your CRM Web Portal Project

Get an evaluation of your plans. That is, tell us what you want and we’ll tell you and show you what we can do. Email Portal@MTCCRM.com with any reference to your needs, ideas, plans. Or call 323-851-5008 PST and ask about CRM Portal.

CRM Web Portal Enterprise Solution Value

Visual Project Scheduling and its expanding functional options are products integrated to a family of enterprise

Microsoft CRM solution building blocks under the “SMB Custom Enterprise” (SMB) banner. SMB Custom is just that – All the building blocks to configure a complete enterprise solution fit to your business, scalable for growth. The entire solution family can be seen in the “ConsultPro” professional services practice management solution. The SMB and ConsultPro are solutions of MTC. MTC is the leader in efficient global CRM engineering for low-cost, fixed-rate Online and 24/5 live product support. MTC can configure product components, customize product functionality. Have MTC add workflow and scripting

automation for you. We provide data migration, and configuration services

Volume discounts are available at the time of initial purchase in accordance to the following schedule

50 to 99 users provides a 5% per user price discount	100 to 249 users provides a 10% per user price discount
250 to 499 users provides a 20% per user price discount	500 to 999 users provides a 30% per user price discount
1000 + users provides a 40% per user price discount	Volume discounting does not apply to “Flat” pricing items.

Call at:
323-851-5008 8:00 AM to 5:00 PM
323-853-0076 5:00 AM to 8:00 AM
323-853-0076 5:00 AM to 8:00 AM

CRM Web Portal

material

CRM Web Portal System extends the actual CRM SQ database and all the processes and records from the Outlook or CRM web client internal use to a custom End-User perspective in the look and feel of your website.

DownLoads:

Download CRM Web Portal Flyer

What the Customer Web Portal Adds to CRM . . .

Customer Web Portal System is an ingenious set of high-value, fully-integrated, individual mix-and-match products, of combined Dynamics CR “Solutions” and .Net web code you build-upon the Customer Support Portal Accelerator core solution provided by Microsoft. Available are, an ever growing list

of easy-to-add CRM and Website components, as well as the world-renowned MTC on-demand custom development services for CRM and website customization to assure your CRM Web Portal development is built to your exact business process and website image.

CRM Web Portal

Order Details

Customer Web Portal CRM Scheduling technology for Microsoft Dynamics CRM provides sophisticated project, job, Activity scheduling of your customer demand and powerful, flexible scheduling of your resources to capacity intuitively with Dynamics CRM Activities.