Web Portal Tools

Want to be open 24/7 ? Prefer your customers to self service some of their interaction with your business ? If you do then a web portal is one of the answers to these problems.

We all work odd hours or deal with people in different time zones & expecting your office to be open 24/7 as a mid market organisation is probably just not realistic. Self service 'contact centres' are becoming increasingly popular, not only with suppliers but customers who want or need to be able to access relevant information, when they need it, or, request customer support when it is convenient to them.

So what is a Customer Portal anyway?

In terms of your Customer Relationship Management solution we offer a way for your customers to access specific information from your OpenCRM system, using an Internet connected computer and a web browser (just like the one you are using right now).

This includes being able to; View Invoices (due and historic), receive and manage Quotations on-line, download public and private documents, view Sales Orders and eSign these orders on-line, display Projects and their statuses - including activities and any supporting documentation, report and track helpdesk Tickets, view your FAQ's and manage My Account details.

Customer Portals are also referred to as ˜'Self Service Portals' because Customers can access the information anytime, anywhere, whenever they like.

Portals can also be used very effectively to communicate with Partners and Suppliers sharing information or collaborating on projects in real time.

Why not contact your account manager to discuss how you can get more from your OpenCRM solution by submitting a Contact Us enquiry or call 0044 (0)8452 303083