A Guide to Selecting a Customer Portal for your CRM

a-guide-to-selecting-a-customer-portal-for-your-crm

This whitepaper provides a guideline for selecting the right customer portal solution for your CRM by following a three-stage process.

By comparing in-house and third party SaaS products, we examine present business and technical portal requirements, which are then mapped against the upfront and hidden costs for development and future scalability needs.

• Use Cases for CRM-Integrated Portal
• In-house development and third-party solutions overview
• Defining your requirements
• Calculating costs
• Planning future scalability

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