Personalized Websites and Portals for Salesforce CRM
“Our Cubic Compass portals and web sites integrated with Salesforce give us the flexibility to deploy a rich online channel management strategy." - www.LeftHandNetworks.com
"With online membership management and increased customer intelligence we can see the effectiveness of our marketing activities in near real-time." - Ken Carraher, President, iGrafx
Provide your Salesforce Leads and Contacts with:
- Unique website logins
- Password management (self-service retrieval)
- Access to documents, products, cases, native/custom Salesforce objects
Customer Portal Solutions
- Provide Converted Leads with immediate access to personalized "My Account" webpages
- All Leads and Contacts automatically enrolled in portal
- Lead to Contact conversion process maintains consistent account/password online experience
- Pre-built portal templates for Customer Service and Support
- Localize content to any language or culture
Partner Portal Solutions
- Manage Partners as Contacts in Salesforce
- Native support for AccountPartner and OpportunityPartner relationships
- Assign Leads/Opportunities to Partner contacts in Salesforce
- Provide Channel Partners with online deal registration and opportunity management
- Multi-tiered role-based permission management
- Manage channel marketing documents in portal and track asset usage
- Fully branded and hosted within your domain.
Employee Portal Solutions
- Manage Employees as Contacts in Salesforce
- Provide self-service to native and custom objects, such as Solutions, Job Postings, Events, or Employee Directories
Content Management System
Many web development features are immediately available for use by business users and web designers. No programming required.
- On-demand web page editor and scripting language
- One-click wizards. Easily create new pages and add content.
- Manage dynamic content directly in Salesforce ("Content" custom tab included)
Activity Reporting and Analytics
All online interactions logged in Salesforce. View logins, document download, and several other online interactions directly in Salesforce.