Website Cart & eCharge

Overview

Multi-level, or Company to Partner-channel to End-user online interaction 24/7 is an absolute requirement in the 24/7 global business world today. CRM Web Portal supports the spectrum of contractor or channel models to suit any business-relationship structure.

Uses a comfortable visitor experience to gain match to CRM Accounts and Contacts where full analysis of all site movement, downloads, orders to your CRM Contacts and Accounts through both web Whose-it data but CRM Portal recognition by name collection and CRM record match, then cookie recognition tied directly to CRM records. In B2B see Account interest by multiple Contact traffic intent.

Sell to Your Trusted and New Customers 24/7 Online on Dynamics CRM:

• Order products to a simple order or build complex proposals from your website - Seen in CRM
• Approve and modify orders and complex proposals on your website - Created in CRM
• Pay for products on a secure charge card platform with critical data stored outside your CRM
• AReview historical Quotes, Orders, and Invoices to duplicate, return, or check status

1st year maintenance included with email-based or Live Web Installation and Use support. Annual 25% maintenance for future feature editions, upgrades, and support.

Screenshots