• Powertrak Overview
• Powertrak Core
• Powertrak for Tablets
• Event Management
• Contact Center
• Service Management
• Powertrak for SharePoint
• Customer Portal
• Powertrak Application Builder
• Powertrak Editable Grids

• Dynamics CRM Overview

• High Tech
• High Tech Associations

Powertrak™ for Microsoft SharePoint

The Powertrak™ Microsoft SharePoint portal delivers global information access in one stop. SharePoint provides enterprise search, document management and simple secure access to your systems. Powertrak provides web-based CRM/PRM applications that are configured to fit your business processes. Together, they promote easy interaction between you and your customers, ensure access to your knowledge-base and help streamline your business processes.

Finally, a Microsoft SharePoint solution that provides access to all your structured and unstructured data for everyone inside and outside your company, without complex training and no need for expensive custom build-outs that drive portal costs up and ROI down. Powertrak™ for SharePoint offers a cost effective, web-based interaction solution with single log-on, built-in security and administration from right inside your CRM/PRM system.

Powertrak™ for Microsoft SharePoint supports all major browsers, works in multiple languages with no programming, and comes with sales, marketing and customer service applications that work with Microsoft Dynamics CRM out-of-the-box.

Powertrak is completely configurable, and provides a low-cost way for everyone to work with Microsoft Dynamics CRM, advanced Powertrak modules, ERP and virtually any other information that they need to provide the ultimate self-service experience.

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Access to all Internal Systems
One-Stop Portal with Access to All Internal Systems, not just CRM

Data Ready Forms
Power of SharePoint Document Management with Out-of-the-Box Data Ready Forms

SharePoint Search
SharePoint Search Through Unstructured Data

PRM Ready

Summary

Simple, central access - 24/7 access to Microsoft SharePoint features, along with built-in Microsoft Dynamics CRM and Powertrak support from one secure log-in.

Maximum productivity - Out-of-the-box forms and workflow for all CRM/PRM interactions along with Microsoft SharePoint document and content management, with no coding needed.

Streamline customer and partner processes - Eliminate hassles associated with routine tasks such as lead registration, pipeline management, service requests and communications.

Integrated access across the enterprise - Provide access to all your corporate systems using the award winning Powertrak Application Builder and any Microsoft web tool.

Key Features:

• Use all Microsoft SharePoint functions, such as document, content management and search
• Account and Contact Phone Book
• Lead Registration and Status
• Product/Pricing Configuration
• Opportunity/Pipeline management
• Marketing Co-op Funds Management
• Customer Case Management
• Customer Order/Shipping Status
• Customer Asset Tracking
• Marketing Campaigns
• Company News