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CRM Portals: Get Information to the People who need it the Most
Contactual, Inc.

What is a Portal?
A Portal is simply, an access point, a web site featuring a suite of commonly used services, serving as a starting point to the Web. Web portals often include a search engine or directory, news, email, stock quotes, maps, forums, chat, shopping, and options for customization. Large portals may include dozens or hundreds of bundled services.

CRM Portals
What is different about CRM Portals?
A CRM portal is a portal that is a component of a CRM system. A CRM portal is a way to open up the CRM systems to people and organization that you work with, but who are not CRM system users. This allows them the ability to work with the company in an efficient way, regardless of time of day.

CRM portals usually ask the user to log in. When this is done, they are connected to the CRM system. Information about the person and the company for which the person works, can determine what they are able to do on the portal and what information they can access.

 
 
 
 
 
 

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