• Secure On Demand Access: Log-in from anywhere to access the CRM database using a Microsoft® Internet Explorer web browser. The secure portal is based on the Microsoft .NET framework for user authentication, secure database access and session management – and valuable customer data is stored internally on your servers, under your control.
• Work Online: Check and update appointments and tasks, search and update customer records, send emails, view outstanding customer support cases, and resolve incidents online.
• Collaborate: Work on deals as a team by using strategy-based opportunity management, through the desktop software or the web. Use the Activities Tab to review tasks and appointments for an associated customer, lead, sales opportunity or customer service case.
• Executive Dashboard & Reports: Visualise key performance indicators such as sales in-progress and daily customer service cases whether you’re at home or on the road, to ensure you’re never out of the loop. Access more reports, including quarterly sales forecasts, through the web Reporter.
• Personalise: Add your logo and more links to make your Employee Portal truly your own employee intranet.
• Customise: Customise windows and tabs - match the customisations in your desktop version.

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