On-Demand Enterprise-Wide Relationship Management for Partner-driven Organizations
Powertrak Customer Portal Product Features

Improve business potential, add value to your customers, reduce costs and enhance productivity by providing user-specific access to information, applications, and business processes from a single, web-based portal.
Focus to the critical customer needs
  • Extends Case Management to your customers
  • Provides incident registration and tracking to your customers over the web with no training required
  • One place to deliver all information to your customers
  • Works with the Powertrak Workflow engine to allocate incidents and provide alerts instantly
  • Powertrak Customer Portal comes built-in with secure access to so that each customer sees just the information that belong to them
Complete Self-Service Web
  • Provides instant information and saves phone calls
  • Separate website running 24/7 so customers can work with critical information such as cases, company news and account status when it fits their schedule
  • Direct access is the proven way to save hundreds and thousands of phone calls and emails, and keep your call center costs down
  • Provides a rich user experience, with graphics, data and scripted communications with no training
Custom Configuration view
  • "My Portal" configuration gives each user just what they need
  • Users can select just the functions that they need for tailored one-to-one interactions with your organization
  • On-the-fly choices include colors, screen view and access to all "nuggets" of information that you authorize
  • Each nugget shows "what's new" at a glance so that users can go right to the hot items
Interact with ERP and other systems
  • Interact with Powertrak, ERP and other data sources
  • Customer Portal can provide interaction with anything in the Powertrak CRM system
  • Use the Portal to expose other data sources outside of Powertrak such as ERP, supply-chain, eCommerce and more with no coding
  • Optional Powertrak XML Data Exchange, you can further extend the Portal across multiple architectures
Configure with No Coding
  • The Customer Portal provides a separately installed website that can be moved inside or outside firewalls for full compliance with your corporate security policies.
  • All standard functions are built within the modifiable Powertrak Portal Toolkit and can be changed on-the-fly
  • Build an unlimited number of portal "nuggets" right inside the Powertrak administration module
  • Set up sorting, presentation, table selections, column layout, colors and more for each nugget right from an easy to use toolkit and administration panel
Link to Knowledge Management systems
  • Optional link to Microsoft SharePoint or other Knowledge Management (KM) systems
  • Optional link to Microsoft SharePoint or other Knowledge Management (KM) systems
  • Extend the Portal through links to your KM solution to provide access to all the unstructured documents that your customers need
  • Simple HTML links can be set to provide full text and advanced web searching
  • Modify the HTML Portal web pages to seamlessly integrate with your other websites.
Optional add-ons include:
  • Knowledge Manager
  • Powertrak XML data pump
  • Event Management and Registration
  • Certification
  • eCommerce
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