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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What are you looking for in a CRM solution? (Check all that apply)

Lead tracking/management Contact tracking/management Sales pipeline/forecasting analysis Marketing campaign tracking and reporting Call center tracking

What industry are you in?

--- Select One --- Admin Services Advertising Agriculture Apparel Architecture Banking Biotechnology Business Equipment Business Services Chemicals Communications Construction Consulting Education Education (Schools) Electronics Energy Engineering Entertainment Environmental Finance Food & Beverage Forestry Government Hardware Healthcare Hospital Hospitality/Lodging Insurance Legal Machinery Manufacturing Media Mortgage Non-Profit (Local) Non-Profit (Regional) Non-Profit (National) Real Estate Recreation Relocation Services Research Restaurant Retail Retail (Small) Security-Alarms Shipping Software Technology Telecommunications Transportation Travel Utilities -Other-

How many employees will work with this system?

--- Select One --- 1 2 - 4 5 - 10 11 - 15 16 - 25 26 - 50 51 - 100 101 - 200 201 - 500 501 - 750 More than 750

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