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Functions of CRM Portals in a CRM System

CRM portals are a part of the CRM system that help the customers, vendors, partners as well as employees to have access to the information about the company stored in the CRM database. The portals differentiate the level of access of the information depending upon their user’s relation with the company and the settings of the CRM Portal. For example the level of accessibility of the database for a customer will not be the same as that of the employee.

This service is facilitated with the aid of internet portals which serve as the access point for different people through services. Some of the services offered by these portals include search engine or directory, email, news, maps, stock quotes, chat, forums, shopping, and options for configuration. The facilities and services may differ with the size of the portal.

CRM portals pave the way for the people to have access to CRM system. This helps the other people to work and get information about the company in a much efficient way regardless of the time or day. The access to the items of the CRM system is limited through a login ID and the settings made on the portal also limits the level of accessibility. Here it is necessary that the information about the each access of the system between the customer and the prospects need to the recorded. The CRM portals make this possible to track and record the information about all those who enters the portal. This also helps to collect the data of the users who access CRM system.

Thus the two main functions of CRM portals include the ability to update and create records and the other is to provide access to a variety of information that is relevant to the person logging in.

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