A fully functional CMS website with user management and security services that links directly to a Microsoft CRM 4.0 services. Leveraging the power of CRM linked to a true CRM platform.
You clients can login to the portal to interact with your business. Updating their contact details, actioning support requests, updating recurring billing payment details and much more. All of the time they are on the portal interacting, they are interacting with your CRM system seamlessly.
We have chosen the robust ASP.Net CMS system called DotNetNuke to extend. This gives a reliable, solid and popular CMS system as the portal interface, allows for you to make a truly professional experience for your clients.
We have written code to handle true two way syncing between the CRM and DNN platforms. Add or edit contact details in CRM, or DNN and they data will automatically update the other database. This too allows for your CRM system to be offline temporarily, and your customers can still interact with the portal.
DotNetNuke has a robust permission based security services. Allows you to use security roles to control content to users. We have interlinked this to the CRM system, so you can add, edit and control from CRM the security roles on your Interactive CRM portal.
We have taken all the CRM entities that could be useful as a web facing Interactive CRM system and interlinked them to the Interactive CRM portal. Exposing components like the form to lead, or form to case services. We have exposed Knowledge Base services to the web and Announcements.
Using the role assignments and password recovery system of the Interactive CRM system in your MS CRM service, you can allow approved users to access unique content. For example you can allow a member to see member data, and only be a member while the recurring billing service can process them as an approved financial member.
We have interlinked the Microsoft CRM marketing system into the Interactive CRM portal, allowing true Bulk Email functionality in CRM. Track email reads, track link clicks, send MHTML or MS Word document formatted email messages, unsubscribe directly to the portal and link the unsubscribe back into individual contacts in CRM.
Mange the creation of an “Event”, with date location time, cost and seating arrangements. Allow people to book and pay online for the event, then have the event registration feed back into the MS CRM system. Allow you to report on and track users who attend your events. All the user interface is web facing while all the management is CRM backend facing.