Thank you to those that were able to make our “Increase Your Engagement, Not Your Budget,” session at CRMUG’s The Summit event! During our session we had the opportunity to show you the value of Peak Portals, have a customer tell you how the portal has been a value to them and also had the pleasure of announcing our new product, Peak NFP. If you weren’t able to make it or want a recap, here it is. Enjoy from the warm city of Reno! As you may know, Peak Portals is our web portal solution, previously known as CRM Vertex. Today we were able to showcase how easy it is to set-up, how it’s intuitive to use and also mentioning how affordable it is with portals starting at $99 per month. Here is a past presentation from Microsoft’s August event, Fiscal Year Kickoff, which shows you how quickly and easily you can set up our Peak Portals solution – literally in 10 minutes! If you’re interested in starting a trial, sign-up here for a free 30 days. Next our customer, Mitch Franks of Evolution1, a Wex company, joined us on stage to showcase how the Peak Portals solution has been beneficial to their business. Don’t take our word for it – here’s what Mitch had to say: “We needed to consolidate five different external-facing portal sites, to provide our Partners with one, centralized location to access all necessary documents, files, and news from our organization. We decided to implement the Peak Portals solution and what a great decision that has been. We have been very impressed by solution! The ability for us to create content and post documents and files within Dynamics CRM Online and Microsoft SharePoint Online, then quickly publish this information to our portal, has been fantastic! Peak Portals allows us to scale in the future, by publishing new content from our Dynamics CRM system, directly to our portal, without writing any code. Working with the Peak Engagement team has been an absolute pleasure. The team is a great group of individuals who really went the extra mile to learn our business, and provided a great, end-to-end solution that fit our business needs perfectly. The Peak Engagement team members possess a very strong business acumen, coupled with a thorough knowledge of CRM and external-facing portal solutions. If you are looking for an external-facing portal solution that is flexible, easy to configure, and easy to setup, I would recommend you contact the team at Peak Engagement today.” To see other customers and partners of Peak Portals visit our home or Find a Partner page. Enjoy! And the grand finale – say “hello” to Peak NFP, our new product, a donor management solution that includes a portal for non-profits. Specifically, Peak NFP Donor Management provides an affordable and powerful fundraising solution to engage your constituents and enhance your development efforts. Key features include a familiar platform (accessible from Microsoft Outlook and the web), reporting and analytics, donation processing, workflow automation, financial data and, yes, it’s cloud based – powered by Microsoft Dynamics CRM online. This product also comes equipped with a portal that can be used to manage donations, campaigns, events and more. Learn more about our newest product and reach out for more information. Thank you for the attendance at our session, stopping by our booth and for a great event! We look forward to our next event in Fargo next week.
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