Skip to main content

5 Ways that Portals Improve Your CRM



Today I received a blog suggestion to explain why you might want to have a portal for your customer relationship management (CRM) system.  I have written about Portal Options for Microsoft Dynamics 365 recently, but I didn't provide reasons why you might want to use a portal.  So here are my Top Five Ways that Portals Improve Your CRM:

  1. Provide a simple user experience for occasional users. You don't want to train users on a full featured CRM system in order to enter a handful of fields to make a request to the human resources or information technology departments.  The portal offers simple forms to gather only the information you need based on information stored in CRM. 
  2. Integrate Dynamics 365 data with other systems.  A portal provides another approach to allow a single screen to show multiple data sources for viewing and data entry, including Dynamics 365.  
  3. Provide access to people outside your organization.  The portal access can be protected by different security mechanisms than those you use internal to your organization.  The portal may allow for self provisioning of accounts or go through an approval process. 
  4. Match your website branding. A portal can be customized to match the colors, fonts, layouts and other stylistic elements of your website and portal pages can show data from your CRM in the context of the site's navigation. 
  5. Combine Dynamics 365 data with other web content. The portal can show a SharePoint document library of forms and templates, for example.  Online grant applications are a good fit for a portal so that applicants can see instructions, videos, and documents as well as complete online applications. 
Some of these ways that portals add value to your CRM overlap with one another. For instance, users outside your organization are more likely to need a simpler user experience and a different way of authenticating themselves.  

Comments

Omar said…
Hi, do you know if a G2G portal solution is comsidered external users for the consumers of the portal? For example, a government agency X provides a portal for other agencies to subscribe to events and complete surveys that are eventually stored in CRM. Are the other agency users internal or external users?
donaltrump said…
I love blogging and i can say that you also love blogging.”*-,, hong kong best crm

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

InfoStrat Joins Microsoft CityNext

This month my company InfoStrat announced its participation in Microsoft CityNext, a global initiative empowering cities, businesses and citizens to re-imagine their futures and cultivate vibrant communities. Through the Microsoft CityNext initiative, Microsoft and InfoStrat will help leaders to do “new with less,” by combining the power of technology with innovative ideas to connect  governments, businesses and citizens with city services that increase efficiencies, reduce costs, foster a more sustainable environment and cultivate communities where people thrive.
In a recent study, IDC named Microsoft the most trusted smart-city vendor. "Whether it's traffic congestion, citizen services, energy efficiency or operating costs, our Microsoft CityNext partners are equipped to tackle whatever problem or priority local governments want to address. Microsoft’s IDC smart-city scores are really a credit to our partners, which leverage our trusted cloud platform, powerful data analytic…