What is included in your onboarding service?

For every Plan level, our onboarding service includes

  1. A discovery session with your team to understand your specific needs such as which CRM entities you wish to extend to your portal and how you want them displayed.
  2. Develop custom portal roles to control who is able to do and see what within your portal.
  3. Importing one of our xRMLink portal template managed solutions into your CRM.
  4. Training your team on how xRMLink works and what to expect.
  5. Create a custom invitation process to invite users to your Portal.
  6. Go live with your own branded portal under your domain name.
Coming Soon...
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