portals

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User Guide

Contact Center

 Contact Center is Ready for Use The Contact Center is now a part of the portals provided by CRM-service Oy. It includes modern functionalities, real-time connection to CRM and reporting features. Like the CRM, the Contact Center is a fully cloud-based service. In the Contact Center it is possible to manage all the functionalities of the contacting process, for example: An […]

Admin Guide

Email Contact Portal Admin Settings

Admin Settings in Email Contact Portal (ECP) In the admin settings of the Email Contact Portal, you can manage the following settings, among others: ECP users List types Web tracking Site settings Email sender addresses Licences. The admin settings can be found at the right edge of the top menu in the Settings section. Users In the Users’ […]

Admin Guide

General Instructions for Support Portal

CRM-service’s Support Portal Introduction This guide provides guidance and remarks concerning the CRM-service’s own support portal. A similar portal for managing the support matters is however available for every CRM-service system, and some parts of this guide will apply also for those. Please contact your reseller to learn more about the Support Portal in general. […]

Admin Guide

Portal Settings

Managing Portal Settings Introduction The Self-Service Portal is a portal for which you can grant access to your own customers. The modules and fields shown in the portal can mostly be managed in the CRM. Moreover, you can create several portal profiles and show them different amount of information if needed (e.g. only the main […]

User Guide

Portals and Channels for Customer Care Automation

Portals and Channels for Customer Care Automation EFFICIENCY FOR MANAGING CUSTOMER ENCOUNTER AND SELF-SERVICE CRM-service offers several customer self-service portals and tools for e-mail marketing and contact center functions. The customer service operates through portals, sms, e-mails and QA functions.

Admin Guide

Self-Service Portal

Self-Service Portal — What is It? The main focus of the CRM-service Self-Service Portal is to act as a service platform for the customers. The portal’s users are your own customers – that is, the people who have been saved as contacts in the CRM. The use of the portal may vary quite a lot, […]

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