What is xRMLink
- 2. • Focus on your most important business relationships • Orchestrate business process among your customers or partners • Increase internal productivity and customer satisfaction • Leverage your CRM investment beyond your company boundaries Why does a business need Portals? • Connect with external stakeholders, securely sharing sensitive information • Drive synergies across your business, internal and external. • Singular view of your business relationship data • Scalable, robust platform automates manual operations
- 3. Challenges extending Dynamics CRM to external Stakeholders Partners, customers and vendors need different views of the same CRM data without disruption Creating a custom UI is a complex time-consuming process Significant time and cost is incurred to develop, deliver and maintain custom Portal applications Managing multiple disparate tools for various applications is cumbersome Customer confidential information can be vulnerable to theft and attacks when shared with external users Inefficient, time consuming and complex processes to share real-time customer data Large capital and operational expenses are required to manage business critical relationships
- 4. Portals for Businesses xRMLink Portals accelerate the development of many LOB applications xRMLink Portals enable businesses to extend CRM Move beyond just managing customer relationships and include them within the business process directly Portals allow organizations to manage partners, customers, suppliers, and employees. Anything you wish to track in your Dynamics CRM/xRM system Reduced Development Time Low Cost of Ownership Enhanced Productivity Better CRM ROI Improved Business Agility xRMLink Portal Benefits
- 5. InternetInternet xRMLink Portals – Extend Dynamics CRM YOUR Dynamics CRM Instance CRM Online CRM On Premise CRM On Premise w/firewall (Azure) Portal User A Portal User B Portal User C xRMLink Portal Configuration @ CRM Online YOUR Company Portal A1 Configuration Data Portal A2 Configuration Data Portal A3 Configuration Data Portal A4 Configuration Data
- 6. xRMLink Portals – Extend Dynamics CRM xRMLink Application @ CRM Online Company A Portal A1 Configuration Data Portal A2 Configuration Data Portal A3 Configuration Data Portal A4 Configuration Data YOUR Dynamics CRM Instance Company A CRM Online CRM On Premise CRM On Premise w/firewall Portal User A Portal User B Portal User C Profile Management Employee Management Customer Management (Account/Contact or Contact/Contact or Contact-Only) Product search and order Management Volunteer Management Dealer/ Franchisee Qualification Certificate Management Lead and Opportunity Management Partner Management BuildManyLOBApplications Sales Channel Management Recruiting Management Consistent and Self-service User Experience InternetInternet
- 7. xRMLink - The right portal solution for your business • Extend your Dynamics CRM system to non-CRM users such as partners, dealers, customers or external sales staff with a secure, flexible and powerful xRMLink portal solution. • Build upon your existing CRMM investment to accelerate your business processes and do it all without code using xRMLink Azure cloud portal solution. Easy setup Customizable Accessible xRM Supported Secure Single Platform Scalable Flexible
- 8. Power of xRMLink Portals Easy setup • Rapid deployment of xRMLink portals reduces set-up time and lowers implementation cost • Easy to use templates to get your portal up and running quickly Customizable • Templates are based on out-of-the-box CRM record-types • Pre-defined templates minimize the time and effort required to set up portals for different scenarios Scalable • Quickly setup multiple portals for various roles without any infrastructure overhead • Leverage the power of the Azure Cloud and scale up as needed Single Platform • Quick response and improve decision making with integrated and automated portal solution on one single platform for customers, partners and suppliers
- 9. Power of xRMLink Portals Secure • All data is encrypted with SSL • Role based navigational rights ensures secure access to portals and enables to provide various views of the same portal xRM Supported • Flexibility to have portal login based on any CRM Entity, built-in or custom entity Flexible • Your customers get access to self-service capabilities and real-time information • You own the portal configuration and can change it as needed Accessible • Cloud hosted xRMLink portals allow your users to securely access the CRM data anytime, anywhere • Portal web site adjusts to tablet / mobile sized devices automatically
- 10. xRMLink Value Proposition Extend Your CRM Accelerate Your Business Optimize Your IT with Cloud Protect and leverage your existing CRM investment to build strong relationships with partners, customers and suppliers Speed up your business by including partners, customers and suppliers into your business processes on a single platform Optimize your IT investment with Azure Cloud hosted xRMLink and kick-start your business with no code or infrastructure overhead
- 11. Proven value What our customer says: “We manage the training of 6000 employees across 200 dealerships using xRMLink portals. Or better said, they manage training themselves! And all that training data resides safely on our Dynamics CRM system.” Huseyin Ilhan – Sales Training Team Leader, Ford Otosan We use an xRMLink portal for our internal technicians and one for our dealers. We show each portal user exactly what they need to see to do their job. No more calls or emails to sync up. And we love that everyone is working from a single system (our on premise Dynamics CRM). Terence Waites – Director IT, Mimaki USA
- 12. Call to action • Find solution details and start a Trial: http://xrm.link Interested to know, what xRMLink Portals can do for you? Request a trial today to start your journey. • Book a Demo: <<TBD>> Schedule a live demo with xRMLink expert to know how xRMLink Portals can extend your business relationships. • Explore more resources: https://xrmlink.helpdocs.com/ More resources related to xRMLink Portals to streamline your journey towards the solution.
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