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World of Possibilities Using

CRM and Portals

# A L L I A N C E 2 0 1 7

2YOUR PRESENTERS

IRINA KON

SOLUTION ARCHITECT

JOINED SPARKROCK IN 2015

PARIA PANAHANDEH

CRM CONSULTANT

JOINED SPARKROCK IN 2016

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AGENDA

I n t r o t o P o r t a l s P o r t a l F e a t u r e s S t a r t e r P o r t a l s D e m o C a s e S t u d i e s

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P o r t a l s f o r C R M

W H AT t h e y

a r e a n d H O W t h e y

w o r k

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What are Portals?A Portal Kit allowing you to customize web facing applications for your clients

A framework that allows extending Microsoft Dynamics

CRM into an interactive, web-based sales, services,

support and social engagement platform.

F R A M E W O R K

Serves as a unified Portal and customer management

tool.

C U S T O M E R M A N A G E M E N T T O O L

A way to empower business processes tied to CRM

via external web processes.

E M P O W E R B U S I N E S S P R O C E S S E S

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Portal Features

Everything you need to quickly configure and manage a basic portal.

Profile

ManagementCRM Web App

Content

Management

Customer Service Communities E-Commerce

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PROFILE MANAGEMENTSelf-service access for clients to manage their own

information and accounts.

C o n t a c t s

Web access for clients.

Including password reset, and

profile management.

A u t h e n t i c a t i o n

Authentication stored in CRM

or using familiar providers

including Google, Facebook,

etc.

S e c u r i t y

Managed through web roles –

access to pages, forms etc.

based on records in CRM.

C u s t o m i z a b l e

Admins can change CRM

forms to capture different

information through just

configuration.

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CRM WEB APPConfigurable access to entities and views.

E n t i t y F o r m s

Forms configured in CRM and

displayed in the portal.

E n t i t y P e r m i s s i o n s

Secure records & attributes.

Global, contact, account and

parental scopes to secure

records in web roles.

E n t i t y L i s t s

CRM views displayed in portal.

E n t i t y A c t i o n s

Trigger workflows.

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R i c h C o n t e n t E d i t o r

Easy to use WYSIWYG editor.

S e a r c h

Search within any CRM portal

object including custom

entities.

W e b P a g e s

Create hierarchy and

relationship between content

in your web portal by creating

web pages with unique URLs.

S i t e m a p

Improve the search ability of

your web portal and structure

your website design to

optimize layout and

discoverability.

CONTENT MANAGEMENT

Built-in Content Management System through portal login or through CRM.

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CUSTOMER SERVICESelf-service access for clients to manage their own

information and accounts.

H e l p D e s k

Customer support

communities aren't complete

without interactive, self-service

help desk capabilities.

K n o w l e d g e B a s e

Empower users to find

answers to their issues online

any time of day and from any

device.

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COMMUNITIESBuild communities through two-way online engagement.

D i s c u s s i o n F o r u m s

Increase visitor browser time &

retention, engage customers

and collect market research.

P o l l s

customer insight and increase

audience engagement.

S u r v e y s

Configurable surveys to

capture customer responses.

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I n v o i c e M a n a g e m e n t

Quote, Order, Invoice Process.

P r o d u c t C a t a l o g u e s

Products configured in CRM.

S h o p p i n g C a r t

Standard add-to-cart, view-cart

and checkout functions.

O r d e r s

Show purchase history with

detailed order view.

E-COMMERCE

Leverage Authorize.NET or PayPal integration to process payments.

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Questions on

Portal Features?

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Starter Portals

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S O M E T H I N G

Entrepreneurial activities differ

substantially depending on the type of

organization and creativity involved.

Entrepreneurship ranges in scale from

AW E S O M E

Entrepreneurial activities differ

substantially depending on the type of

organization and creativity involved.

Entrepreneurship ranges in scale from

Public Sector Portal

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S O M E T H I N G

Entrepreneurial activities differ

substantially depending on the type of

organization and creativity involved.

Entrepreneurship ranges in scale from

AW E S O M E

Entrepreneurial activities differ

substantially depending on the type of

organization and creativity involved.

Entrepreneurship ranges in scale from

Customer Care Portal

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S O M E T H I N G

Entrepreneurial activities differ

substantially depending on the type of

organization and creativity involved.

Entrepreneurship ranges in scale from

AW E S O M E

Communities Portal

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S O M E T H I N G AW E S O M E

Retail Portal

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S O M E T H I N G AW E S O M E

Partner Portal

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S O M E T H I N G AW E S O M E

Conference Portal

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Questions on

Starter Portals?

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S H O R T D E M O

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C A S E S T U D I E S

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CASE STUDIES

F U N D R A I S I N G

Donation management, Peer

to Peer

A p p l i c a n t Tr a c k i n g

Manage job postings,

applications etc.

M e m b e r s h i p s

Content, profile management,

ecommerce

Some sample portals we’ve designed and developed.

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Membership PortalA portal for membership management including:

- Managing profiles

- Signing up for memberships

- Renewing memberships

- Modifying payment preferences

CASE STUDY: Ret ired Teachers of Ontar io

Providing quality services to members while projecting future needs.

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EVALUATIONSP L E A S E T A K E 5 M I N S T O

C O M P L E T E A S E S S I O N

E V A L U A T I O N .

WIN ME!One lucky survey will

take home a Ecobee

Smart Wi-Fi

Thermostat

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