CX Portal enables you to quickly create a branded, personalized digital and mobile experience for your external users, that includes relevant CRM data, content from your libraries and tailored self-service workflows that empowers users.
Configure Digital and Mobile Experiences – Fast
Create branded UI experiences personalized for your customer or partner users with built-in workflows and access to relevant CRM data.
Highlight your brand and ease of doing business with the right UI look-and-feel templates and styling for your external-facing portal and mobile app.
Built-in Content Manager or Cloud Content
Publish documents, videos, and HTML content related to your products and services. Use tagging and folders to organize your content. And access controls to set viewing permissions.
Alternatively, expose relevant content in your portal from SharePoint, Box, Dropbox or Google Drive.
Generate Your Own Branded Mobile App
With the No-Code Platform, add your branding, configure UI style and 1-click generate a native, offline-enabled iOS and Android app for your external audiences.
Publish your branded app on Apple or Google public app store or your private enterprise app store.
Customer or Partner Portal Template
Pre-built, configurable templates have common components and workflows for each type of your external audience.
Quickly customize your chosen template by editing widgets and updating layouts in the Portal and App manager.
Extend CRM to Customers or Partners with Control
Expose relevant CRM data with field-level read/write and layout control.
Support Cases, Orders, Profile, Knowledge Base and Product Catalog for customer self-service.
For partner users, add controlled access to Accounts, Contacts, Leads, Opportunities, Pricing and CPQ.
Digital and Mobile Forms
Quickly create forms connected to your CRM data for external audiences.
Conduct surveys, receive marketing requests and compliance questionnaires. Form data saved in your CRM for reporting and analytics.
Customer or Partner Identity and Roles
Authenticate your customer and partner end-users using any of the built-in login methods – email/password or single-sign-on through your CRM, Microsoft Id, or Google Id.
Add roles segmenting your external audiences. Configure access control for content, CRM data and workflows in your Portal and Mobile App.
Find out more about CX Connected Portal. Lets Talk