Customer Portal

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

• 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

• 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

• 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)

• 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 ?)

• Objective: Provide feedback
• Features:
  • Submit product improvement idea
  • Participate in surveys planned

• 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