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Glossary

What is CRM portal?

CRM stands for customer relationship management. It is a set of combined data-driven software that helps you to improve your interaction and also do business with your customers.

Full-Form of CRM Portal


Whereas, a CRM portal is the abbreviated form of Customer Relationship Management Portal. 

CRM Portal Meaning


It is a technology platform to help organizations manage their customer relationship management practices and programs. CRM portals are a section of your CRM system that is broken down into little chunks for your customers and partners to access.

This is commonly done by using a webpage frontend that interacts with the CRM system components that you want customers and partners to have access to. You may use a CRM portal to create a custom-branded system with varying levels of access for different types of users.

Why Should We Use CRM Portal?


A CRM portal provides you control over your business operations and encourages users to get involved, with all interactions being logged in your CRM.


This portal provides various access to your customers and partners. Consider the following list of them:


  • To submit and update the information.


  • Provide access to join discussion forums and chats.


  • Allow contacting members and representatives.


  • To signup for reward programs.


  • Allow accessing the company’s blogs and other updates.


  • Permit to get notifications.


  • Provide access to view content and learn about processes.


  • To register for events.


  • Offer access to additional customer service tools.


  • To update their account profile.


  • To pay bills.

What are the Key Benefits of Using a CRM portal?


Consider the following list of a few key gains of the CRM portal. Have a look at them!


  • You may provide your customers, employees, and partners access to data that is important to them through a self-service portal.


  • Customers don't have to wait any longer; instead, they can go straight to the portal and browse your things, ask questions, and give comments on your products and services.


  • You may use your CRM Portal to complete all of the tasks.


  • When payments are made, each transaction generates an audit trail in Dynamics 365, removing the need to manually input each transaction.


  • Although security is paramount when it comes to payments, portals provide a secure platform for you to make payments to your partners or collect payments from your customers.


  • The gateway is the spot where you may entertain your whole audience. This is where you can share your thoughts and discuss the product or application-related issues.


  • It offers a unified and consistent user experience, allowing users to access all tasks with ease.

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