  Customer Web Portal System melds the Microsoft Dynamics CRM enterprise solution for sales, marketing, and customer service to your website properties to extend control of customer information, order management, and detailed project and support interaction live-status directly out to the customer 24/7 online . . . while completely enveloped by your articulated marketing message with product and service e-commerce offerings. |
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CRM Web Portal System is
- CRM Product to Web Integration
- CRM Multi-Site Product and Relationship Management
- Website Shopping Cart on CRM Products
- Payment Card Industry (PCI) Security Compliance
- Website Individual and Company Visit Tracking
- Website Agent/Partner and End-User Tracking
- Multi-channel or Partner/End-User Operation
- CRM-to-Customer-Web Order Management
- Customer-Web-to-CRM Order Management
- Customer Online Statement Generation and History
- CRM Project Management Customer Web Visibility
- Time and Billing Customer Web Visibility
- Customer Satisfaction Rating System
- CRM-Based Website Content Management
- Single Sign-in Microsoft Live ID Option
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| Web Portal System Adds Seamlessly to CRM & Web |
| Customer Web Portal System is an ingenious set of high-value, fully-integrated, individual mix-and-match products, of combined Dynamics CR “Solutions” and .Net web code you build-upon the Customer Support Portal Accelerator core solution provided by Microsoft. Available are, an ever growing list of easy-to-add CRM and Website components, as well as the world-renowned MTC on-demand custom development services for CRM and website customization to assure your CRM Web Portal development is built to your exact business process and website image. |
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| Add the CRM Web Portal to your Microsoft CRM and existing website to supercharge your web strategy and investment. Enhance as much as you need when you need it to fit your Marketing and IT budget plans over several quarters while testing new customer online interactions against your business strategy. |
| Gain more business and higher customer satisfaction rates by allowing your customers to “Login” and access control over their interaction with business or organization. Today “Online” 24/7 access is the business norm. Just offering anytime online access to your business raises your profile!Multi-level, or Company to Partner-channel to End-user online interaction 24/7 is an absolute requirement in the 24/7 global business world today. CRM Web Portal supports the spectrum of contractor or channel models to suit any business-relationship structure. |
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Unique System Features Build Business Advantage
- Offer single-sign-in Microsoft Live ID for all Xbox, Office 365, Win Phone or CRM Online users
- Upgrade your website to a CRM controlled CMS – Content Management System
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What are the CRM Web Portal Options
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| 3rd leg, Activity completion triggering automatic template e-mail-to-web-survey system for customer satisfaction management and closed-loop continuous business improvement. |
| Extend CRM’s multi-relational capability eloquently to bring your current multi-level channel management system or build a new one to suit your businesses future. Ideal for contractors, aggregators, outsourcers, anyone sharing or controlling external resources. |
| Bring control of multiple websites on the CRM database and unified Account and Contact management for cross market, e-commerce and social and foreign market targeted sites. Use your CRM to manage Opportunities across several wesite. Cross selling! |
| Full credit and debit bank card integration, Shopping cart, Product display CMS, Visitor product interest tracking. |
| Bring control of multiple websites on the CRM database and unified Account and Contact management for cross market, e-comm and social and foreign market targeted sites. |
| Add MTC’s ConsultPro Visual Scheduling used by your scheduled process or project management made visible to web visitors. Includes Top View with remarkable information delivery of volumes of projects or Activities for an end-user direct or partner. |
| How to Engage Your CRM Web Portal Project |
| Get an evaluation of your plans. That is, tell us what you want and we’ll tell you and show you what we can do. Email Portal@MTCCRM.com with any reference to your needs, ideas, plans. Or call 323-851-5008 PST and ask about CRM Portal. |
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| CRM Web Portal Enterprise Solution Value |
Visual Project Scheduling and its expanding functional options are products integrated to a family of enterprise  Microsoft CRM solution building blocks under the “SMB Custom Enterprise” (SMB) banner. SMB Custom is just that – All the building blocks to configure a complete enterprise solution fit to your business, scalable for growth. The entire solution family can be seen in the “ConsultPro” professional services practice management solution. The SMB and ConsultPro are solutions of MTC. MTC is the leader in efficient global CRM engineering for low-cost, fixed-rate Online and 24/5 live product support. MTC can configure product components, customize product functionality. Have MTC add workflow and scripting  automation for you. We provide data migration, and configuration services |
| Portal Pricing: |
Description and Included Functionality |
Premise
Purchase *Per User |
Online
Monthly *Per User |
| CRM Web Portal Core |
All standard dynamics CRM functionality integrated to your Web Porta. Delivered with both CRM Solution and .Net Web functionality. Customer web capture. Includes Microsoft’s CRM Customer Support Accelerator. |
49.00 |
2.50 |
| CRM e-Order Services |
Adds integration to payments gateways and certified off-site secure customer credit-card information. Integrates to CRM Order management. Authorize.Net |
19.00 |
1.00 |
| CRM Product Web CMS |
Adds Multi-format line-item selling website display of your CRM Product records Easy CMS layout for landing pages to lists. Product Visitor tracking to CRM. |
9.00 |
.50 |
| CRM Web Shopping Cart |
This is a unique short-cut to CRM’s Order management process that allows anonymous visitors to build Carts without sign-in but still capturing order. |
499.Flat |
NA |
| Visual Live Status |
This option adds ConsultPro Visual Scheduling Gantt to user project and order live status, Includes unique Top View for partners displaying multiple projects |
19.00 |
1.00 |
| Partner Portal |
This is the Multi-level CRM Relationship management built for Seller-Partner-customer contractor, aggregator, or outsourcer, offers 2nd level User security. |
29.00 |
2.00 |
| Live ID Single Sign-in |
This is a convenience option for CRM Online users or any Microsoft Live ID Sign-on service that allows instant access. Includes CRM button to your site. |
299.Flat |
NA |
| Multi-Site Central CRM |
Adds a CRM Solution for multi-site central Account and Contact relationship and visit tracking management. Manage CRM selling cycles across multiple sites. |
15.00 |
1.00 |
| Initial Services Bundle |
This is bulk rate, initial-order 40 hour - 50% discount to MTC’s web design and dev. services rates. RE-build solution or CMS integration Sitefinity, Do Net Nuke. |
999.Flat |
NA |
| Your Forms Package |
There are a standard set of 5 or 12 deluxe design order management and project forms personalized for your business. Chose from10 designs. |
5-199.Flat 12-349.Flat |
NA |