Top Portal Types Businesses, schools, governments and nonprofits use web portals in many ways. The Portal Connector has identified 6 of the most popular scenarios that require web portals: Sales . Customer portals can make it easier to add new products and conduct sales activities with fewer communications. They offer 24x7 access even when this would not be practical for sales staff. Consider how self-service has changed home and car buying and ask yourself whether your business would benefit from similar sales portal capability. Profile management . Errors in customer data are expensive, so allowing self-service profile updates can improve the quality of your data along with better customer service. Form management . Portals can replace email for completing electronic forms. The data from the forms can flow straight to the database or customer relationship management system (CRM) where it needs to be. Forms with online help and validation also result in better quality data tha
From James Townsend, vice president of Sylogist, thoughts on digital transformation, marketing automation, customer relationship management, Power Apps , Microsoft Dynamics 365, government contracting, customer service and more.