Customer portal

c360:CTI customer portal allows for companies - Microsoft Dynamics CRM users to serve their customers via internet. This solution ensures quick and easy creation of self-service sites, which are fully integrated with Microsoft Dynamics CRM. As a result the companies are able to provide high professional services via internet, to serve their customers in a more efficient way, thus increasing their loyalty.

с360:CTI customer portal can be easily adjusted to company requirements. It helps the companies to:

  • publish Microsoft Dynamics CRM knowledge base articles based on the key words and topics;
  • provide the users with the possibility of self registration;
  • set up the portal screen forms by changing the number and sequence of displayed fields, etc.;
  • publish activity types available for the portal users;
  • setup entry and overview forms, as well as detailed tasks of customer support;
  • create personalized email templates for customer relations and to setup the automated notifications;
  • provide user access to various customer portal areas based on their access level;
  • display data from other system.

Via с360:CTI customer portal the customers can use Microsoft Dynamics CRM to perform the following functions:

  • create new customer support requests;
  • add documents to customer support requests;
  • overview and update the existing tasks;
  • ooverview the interaction history;
  • update the contract data;
  • search and view the articles published in Microsoft Dynamics CRM knowledge base;
  • use additional modules developed by customers or partners.
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