Website Cart & eCHARGE
For Microsoft Dynamics CRM
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.
Uses a comfortable visitor experience to gain match to CRM Accounts and Contacts where full analysis of all site movement, downloads, orders to your CRM Contacts and Accounts through both web Whose-it data but CRM Portal recognition by name collection and CRM record match, then cookie recognition tied directly to CRM records. In B2B see Account interest by multiple Contact traffic intent.
- 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
- AReview historical Quotes, Orders, and Invoices to duplicate, return, or check status
1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.