marksadmin No Comments

The second feature that I wanted to highlight was the addition of self-service portals for non-CRM users. Portals allow your customers to view CRM data, submit support requests, interact on your website forums, among so many other cool features. It can also be helpful if you have a sales team that needs some access to CRM data but not enough to warrant a CRM user license. Portals are an add-on feature to CRM Online but you can request a trial from here. All you have to do is provide some contact information and business justification and they’ll send you a trial key. I received mine very quickly and I can’t wait to try it out!