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Enterprise Vertical Solutions for Microsoft Dynamics CRM

Association Management

Powertrak™ Modules

Powertrak™ Member Portal

Powertrak™ Member Portal

Improve business potential, add value to your members, reduce costs and enhance productivity by providing user-specific access to information, applications, and business processes from a single, web-based portal.

Finally, CRM interaction for everyone inside and outside your company, without the complex training that drives CRM implementation costs up and ROI down. The Powertrak Member Portal offers a cost-effective, web-based solution to provide your members with the information that they need. A complete interaction system to communicate with your company!

Powertrak Member Portal provides a completely configurable way for everyone to work with Powertrak, ERP, and virtually any other information they need to provide the ultimate self-service experience. Add Knowledge Management to extend rich, web document content to the Portal.

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Customer Portal Home Page
Company News and Service Documents






Events
Self Service Handling such as Events






Orders
Order Status






Customer Portal Login
Self Service Handling







Summary

Accelerate productivity - Focus your employee teams to the most critical member requests first.

Reduce costs and increase the speed of member service - Information your members need is available 24/7 in a format that encourages self-service.

Streamline service processes - Eliminate hassles associated with the most routine service requests such as viewing case status, viewing order and shipping status, and tracking member account information.

Expand visibility and versatility - Provide access to other systems and web-based applications to your members directly from within the Member Portal.

Key Features:

  • Account and Contact Phone Book
  • Member incident registration
  • Member Case history and status
  • Product/Pricing information
  • Member order/shipping status
  • Member Asset tracking information
  • Company News

Product Details
Focus to the critical member needs
  • Extends Case Management to your members
  • Provides incident registration and tracking to your members over the web with no training required
  • One place to deliver all information to your members
  • Works with the Powertrak Workflow engine to allocate incidents and provide alerts instantly
  • Powertrak Member Portal comes built-in with secure access to so that each member sees just the information that belong to them
Complete Self-Service Web
  • Provides instant information and saves phone calls
  • Separate website running 24/7 so members can work with critical information such as cases, company news and account status when it fits their schedule
  • Direct access is the proven way to save hundreds and thousands of phone calls and emails, and keep your call center costs down
  • Provides a rich user experience, with graphics, data and scripted communications with no training
Custom Configuration view
  • "My Portal" configuration gives each user just what they need
  • Users can select just the functions that they need for tailored one-to-one interactions with your organization
  • On-the-fly choices include colors, screen view and access to all "nuggets" of information that you authorize
  • Each nugget shows "what's new" at a glance so that users can go right to the hot items
Interact with ERP and other systems
  • Interact with Powertrak, ERP and other data sources
  • Member Portal can provide interaction with anything in the Powertrak CRM system
  • Use the Portal to expose other data sources outside of Powertrak such as ERP, supply-chain, eCommerce and more with no coding
  • Optional Powertrak XML Data Exchange, you can further extend the Portal across multiple architectures
Configure with No Coding
  • The Member Portal provides a separately installed website that can be moved inside or outside firewalls for full compliance with your corporate security policies.
  • All standard functions are built within the modifiable Powertrak Portal Toolkit and can be changed on-the-fly
  • Build an unlimited number of portal "nuggets" right inside the Powertrak administration module
  • Set up sorting, presentation, table selections, column layout, colors and more for each nugget right from an easy to use toolkit and administration panel
Link to Knowledge Management systems
  • Optional link to Microsoft SharePoint or other Knowledge Management (KM) systems
  • Optional link to Microsoft SharePoint or other Knowledge Management (KM) systems
  • Extend the Portal through links to your KM solution to provide access to all the unstructured documents that your members need
  • Simple HTML links can be set to provide full text and advanced web searching
  • Modify the HTML Portal web pages to seamlessly integrate with your other websites.
Optional add-ons include:
  • Knowledge Manager
  • Powertrak XML data pump
  • Event Management and Registration
  • Certification
  • eCommerce

Request A Free Demo

Contact Us

Axonom, Inc.
Minneapolis, Minnesota

7401 Metro Boulevard, Suite 200
Minneapolis, MN 55439

888-814-2880 (Toll Free)
Support: 888-814-1884 (Toll Free)
Fax: 952-653-0404
Local: 952-653-0400

Email: marketing@axonom.com

For More Information: Prospective Customer

For More Information: Prospective Partner

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