CRM Vertex is most commonly used as a customer portal extension for Microsoft Dynamics CRM; however, there are dozens of additional ways it can be used. Built to be provisioned and configured in minutes, CRM Vertex provides a low cost way to let customers and others interact with your business. CRM Vertex portals can be (and have been) utilized to meet many other needs such as managing channel partners, member communities, and conferences. Let’s take a quick look at a few of the common implementation scenarios.
- Partner Portal – Are you looking for a Partner Portal add-on for Microsoft Dynamics CRM? Do you use Microsoft Dynamics CRM to manage your channel partners? CRM Vertex is a portal solution built to easily extend Microsoft Dynamics CRM. CRM Vertex allows your channel partners the ability to access important documents such as marketing information and pricing, submit a support case, search the knowledge base, view invoice information, or interact with other channel partners via social discussion groups.
- Membership Community – Looking for a portal solution to manage and interact with an online community members? Are you using Microsoft Dynamics CRM to manage your membership organization? Do you want to provide your members with an online portal to interact with one another? CRM Vertex can easily be used in these ways to provide a community or member portal built to extend Microsoft Dynamics CRM. You can provision and configure your community or membership portal in a matter of minutes. Allow members to interact with each other via discussion groups, find common issues in the knowledge base, and register for events.
- Conference Portal – Want to provide a portal solution for conference attendees? A place where they can interact, find additional information, and register for additional events or sessions all from either a browser or mobile device. CRM Vertex can easily be used to engage conference attendees. Seamlessly integrated with Microsoft Dynamics CRM you can effectively manage your attendees and provide them a valuable and easy to use portal to find what they are looking for.