What is included in your onboarding service?
January 19, 2016 |
For every Plan level, our onboarding service includes
- 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.
- Develop custom portal roles to control who is able to do and see what within your portal.
- Importing one of our xRMLink portal template managed solutions into your CRM.
- Training your team on how xRMLink works and what to expect.
- Create a custom invitation process to invite users to your Portal.
- Go live with your own branded portal under your domain name.