We found 5 results!
Contact Center

Contact Portal

Contact Portal The Contact Portal is 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 Portal is a fully cloud-based service. Admin users have full control of the Contact Portal. If the user is the admin in CRM, then […]

Contact Center

Contact Portal: Settings and Actions

Campaign Settings and Actions in Contact Portal In addition to the regular modules, an admin user in Contact Portal can see the Admin module, where it is possible to manage campaign settings. These include i.a. assigning the agents to campaigns, activating survey and email templates and determining tools and other settings for the campaign. The […]

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

General 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. EFFICIENCY FOR MANAGING CUSTOMER ENCOUNTER AND SELF-SERVICE

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, […]

    Combined Shape