TOP 10 CRM INTEGRATIONS Client Portal

When you have one resource cataloging all your sales and names and figures and contact information you have a centralized database. This is of huge benefit; particularly when this centralized database is handled by a CRM. They will not only get all the information that you need about your customers they will take things up to another level.

The CRM’s will not only know the names and information of your contacts list but they will know their past behavior, likes and dislikes, and spending patterns. This is invaluable
when you are hoping to project based on past numbers and fashion numbers for the future.

With client portal, clients manage their personal profile, price lists, orders, meetings, payment information, and more directly from your website. By integrating the Client Portal present on your website or a third party site to your CRM system, you keep your operations in sync at all times.

By integrating the Client Portal present on your website or a third party site to your CRM system, you keep your operations in sync at all times.

Clients can conveniently:

● access their order & payment history

● activity information

● and more on their own time

No more need for human interaction on behalf of your employees. Orders made by clients are instantaneously received by the CRM and assigned to the right person.

This is only a glimpse into what can be accomplished with integrations with your CRM.

To get more information and best practices, click on the link below and download Top 10 CRM integrations:

http://solutionsmetrix.actonservice.com/acton/media/15888/top-10-crm-integration

Sébastien Forget
Sébastien Forget
Sébastien’s passion for entrepreneurship led him to launch Solutions Metrix, a firm that specializes in Customer Relationship Management (CRM) software. As of 2008, Solutions Metrix manages hundreds of CRMs in eastern Canada and continues to offer CRM services to numerous Fortune 500 companies. Sébastien maintains a strong growth trend for Solutions Metrix by leading the mission to help Canadian companies be more competitive in data management for sales and marketing.
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