Customer Portal

Purpose

This document is a work in progress about the the CRM customer portal This list functionalities available to customer once they login to portal

Customer Management

Managing Personal

Objective: Allow customers to manage their personal details

Features:

Update name/nickName

Update email

Update phone number

Update other contact data (Team ? Zoom ?)

Change password

Company Information

Objective: Allow customers to manage company linked to they profil

Features:

Update company email

Update company phone numbers

Update contact person

Add new “Personal” to company

Record usage details of products

Communication Preferences

Objective: Customize communication preference for society linked to profil

Features:

Choose to receive per Email ( support / advertisements / updates)

Choose to receive per Call ( support / advertisements / updates)

Select types of ads they accept (promotional / new product)

Product dashbord

Objective: Display available product and plan

Features:

Show product currently owned with expiration

Show a list of product in sales

Show license pack for upgrade actual product (More User ?)

Feedback and Suggestions

Objective: Provide feedback

Features:

Submit product improvement idea

Participate in surveys planned

Customer Support

Objective: Efficient management of support queries.

Features:

Request calls from the sales/dev team, including file attachments and scheduling.

Access product owned documentation/wiki link