customaze Customer Portal Features
Web-to-lead
Web-to-lead does more than its name suggests. It lets you design forms within TYPO3 developed websites and delivers the generated information to your Microsoft Dynamics CRM.
Delivery has some intelligence, since it verifies if the E-mail address already exists in your CRM. If that is the case, it connects the E-Mail to the existing contact/lead instead of creating a new one.
Authentication services
TYPO3 Authentication services connect your TYPO3 website login directly from your Microsoft CRM contacts.
When a user enters the login information into the TYPO3 login form, the Authentication service checks the CRM instead of TYPO3 for the user information. If the user is granted access, it transmits the group memberships from Microsoft CRM to TYPO3. That means that you can even control the group memberships in TYPO3 from your CRM system.
What is so great about this connector? You can use the CRM connected TYPO3 users' records just like normal front-end users in TYPO3. Every extension works. All the TYPO3 features for front-end users work. There is nothing to modify or to configure.
The TYPO3 authentication services for Microsoft CRM are delivered with these plug-ins:
Reset password: It triggers a reset password workflow in Microsoft CRM (Microsoft Dynamics CRM generates a new password and sends the E-Mail to the user).
Change password: Changes the password in Microsoft CRM and TYPO3
CRM login: A login form with better status messages.
Additionally, a Microsoft CRM workflow extension is provided for the password generation.
Case Management
The case management feature represents a complete incident management solution.
- View opened and resolved cases
- Create new cases (even with file attachments)
- Show the activities related to a case
- Many more functionalities that can be tailor made to fit your special requirements
Five top reasons to buy
- Save time while synchronizing your Web and CRM information
- Improve your service levels
- Increase your customer satisfaction
- Keep track of the opened cases
- Use the created leads to create solid sales opportunities and increase your business
Implementing the customaze Customer Portal into your CRM
As the implementation of this product depends heavily on customer's needs, it is not possible to buy the product as a stand-alone. If you would like to integrate this solution into your company's website, please get in contact with us detailing your planned project and we will get back to you.
Prices on request.
