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CRM Portals: Get Information to the People who need it the Most
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CRM Portals: Get Information to the People who need it the Most

This white paper provides a basic definition of a Portal, and then details the key characteristics of a CRM Portal, a Portal that is a component of a CRM system. Different kinds of CRM Portals are discussed in terms of who uses these portals: Customer, Partners, and Employees.

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Lead tracking/management     Marking campaign tracking and reporting
Contract tracking/management Call center tracking and reporting
Sales pipeline forecasting/analysis
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