Web Self Service

Sage CRM Web Self Service allows customers to access or request services and support over the web. Customers can receive information based on their preferences, requests and histories, providing them a single point of contact for information about your products and company through designed customer and partner portals. Allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing and customer information. Sage CRM for Sage ERP allows your customers 24/7 access to information they want.

Sage CRM Web Self Service
In stand alone configuration WSS compliments Sage CRM by allowing both named and anonymous users to safely access your CRM system via web forms or secure access to log cases, inquiries and access the knowledge base.

When fully integrated with Sage ERP or your own back office system, CRM Web Self-Service provides customers with 24/7 access to account information and sales support over the Web. Customers can receive information based on their preferences, requests and histories - this provides them with a single point of contact for information about your company and products.

Web Self-Service allows your stakeholders including clients to access shared workflow, lead-tracking, inquiries, invoices and customer information.

CRM Web Self Service (WSS) allows you to display or edit CRM data for named or anonymous Internet users. Combined with clever web design this allows us to create advanced functionality for WSS users. This can include any select set of information that is - available - to CRM.

In it’s simplest form Web to Lead is included in the native 6.0 release at no additional cost. Using Line 200, for an additional one off license fee, you can purchase a WSS license allowing for unlimited named and anonymous users. For this configuration and customisations are required to fit your specification.

In the case of CRM Works Support Page on our web site, we have exposed several of the standard tables to our WSS users, such as

• Leads - anonymous WSS users can create leads in the system, via Request Information.
• Solutions FAQ - anonymous WSS users can view solutions marked as FAQ.
• Solutions Search - Named Users can search the solutions knowledge base.
• Cases - Name Users can create Cases (incidents) and also view Cases in there domain. See Report a Problem & Browse Cases.
• Opportunities - Named Users can create opportunities in CRM see Request Information.

The CRM Works support page demonstrates the WSS technology and our programmers can expose any selected records, from any tables to a named or anonymous users in list mode, read only or editable.

A company could use WSS to expose their custom Subscriptions and Events systems to there external web sites, to be accessed by named or anonymous users. They could update their subscription status and make reservations.

Other possibilities with WSS and CRM Works include but not limited to:

Web Self Service and CRM Works PSG can give you access to any set of information that is available to Sage CRM according to what ever criteria you require.

	Sales Automation		Application Integration
	Marketing Automation		Application Customisation
	Customer Care		Sage CRM Web Self Service
	Sage CRM Outlook Integration		Advanced Features
	Mobile Solutions / Offline Synchronization		SMAPS - Google Maps for Sage CRM
	Wireless PDA Access / Mobile Solutions

Email us for more information.