Portal Audience:

  1. Customer
  2. Employee
  3. Partner

Customer Portals:-

This portal will help customers with helpful information, reducing the number of support cases that are submitted to supporting team.

Employee Portals:-

This portal helps HR & Employees to Interact each other using Discussion Forums and Case management.

Partner Portals:-

Sales partner’s related information will be maintained under Partner portals. Using content management system and Opportunity management will helps partners to deliver with better experience.

 

1

Customer

Customer Self-Service Portal

Case Management , Knowledge Management, Discussion Forums

 

 

Custom Portal

 

 

 

Community Portal

Discussion Forums, Blogs, Ideas, Case Management.

2

Partner

Customer Self-Service Portal

Case Management , Knowledge Management, Discussion Forums

 

 

Community Portal

Discussion Forums, Blogs, Ideas, Case Management.

 

 

Partner Portal

Customer Management, Account & opportunity Management

 

 

Custom Portal

 

 

 

New Portals

Events, Field Service, Project Service Automation

3

Employee

Employee Self-Service Portal

Employee & HR Contacts, KB Articles, Discussion Forums and Case management

 

Self-Service Portal:-

  • Organizations can maintain Polls / Surveys within a customer. (Survey entity)
  • Customer can search for Articles (KB Articles entity)
  • Customer can also search for answers/organization products information on forums
  • KB articles can be easily found out by using the search bar available on home page.
  • Customer can create case request to org for assistance also it can be tracked.

 

Community Portal:-

  • Organization can publish articles to customers
  • Customer can post messages on forums and have discussions.
  • Organizations can maintain Corporate / Community blogs
  • Customers can share ideas / votes and feed backs using this portal.
  • Customer can create Case request for better assistance.

 

Partner Portal:-

  • Partners can post messages on forums and have discussions.
  • Organization can publish articles to partners
  • Partner Registration can be maintained (approve / Reject in CRM)
  • Registered Partners can maintain new customer accounts and contacts related to them.
  • Distributed opportunities (which is assigned by organization to Partners) Partner has to accept it before work on them
  • After Partner accepts opportunities those will be appeared under managed opportunities list.
  • In Managed opportunities partners can also create their own opportunities if required.

 

Event Portal:-

  • Event portal allows publishing event related information to wider audience.
  • Partners / Audience can also register for events. Also audience can share events with others.
  • Speaker related information can be easily maintained in CRM so that it can be rendered on event portal accordingly.

 

Project Service Automation portal:-

  • Customer and Partners can view projects using portal, Customers can view active/closed projects related to organizations and partners can view projects and project related resources of an organization.
  • Customer can approve/reject quotes related to their organization specific projects.
  • Partner after approve invoice , customer can view the invoice (if visible to customer check box is checked on CRM)
  • Final versions of orders / contracts will be available to customers to view (if visible to customer check box is checked on CRM)
  • All project specific resources will be visible to both partners and customers.

Field Service Portal:-

  • Customer can view all Service Delivery agreements created in CRM.
  • Customers can view/create/edit account specific assets.
  • On partner portal customer can view account specific active/inactive work orders.
  • Active/inactive invoices also customer can view on partner portal.