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What is The Portal Connector?

Integrating Dynamics CRM with The Portal Connector can significantly enhance your customer service experience. By seamlessly linking Microsoft Dynamics CRM and Dynamics 365 to a secure and customizable online portal, you can elevate the quality of service you provide to your customers. This user-friendly solution eliminates the need for any coding or complex programming. The Portal Connector boasts several key benefits, such as the ability to host your portal either online, in the cloud, or through a third-party provider. It is compatible with various versions of Dynamics CRM, including 2011, 2015, 2016, and Dynamics 360. Moreover, all data from CRM, including Custom Entities, is accessible for your portal solution. One license grants you access to unlimited Development, Testing, and User Acceptance Testing environments, which is a great advantage for businesses. The Portal Connector's design prioritizes ease of use, ensuring that no coding skills are necessary for implementation. End users have the convenience of authenticating into your portal through popular social media platforms like Facebook, LinkedIn, and Twitter. Additionally, developers benefit from an open API, allowing for extensive customization of every aspect of the solution. Ultimately, this combination empowers businesses to deliver a more responsive and tailored customer service experience.

What is Elixir Tango?

Elixir Tango serves as an online hub that provides versatile and effective solutions for managing customer interactions and reaching engagement objectives, while also being agile enough to respond to shifts in market conditions and regulatory requirements throughout the content lifecycle, using the preferred communication channels of customers, whether digital or traditional. While navigating regulated communications can be a daunting task for organizations, these challenges can potentially transform into significant advantages with the assistance of a Center of Excellence (CoE) that aims to bolster scalability. Featuring a user-friendly graphical interface, Elixir Tango equips all parties involved in the development and oversight of essential customer communication outcomes, enabling them to operate within a business-centric framework. Moreover, Elixir Tango integrates smoothly with well-known business applications such as Microsoft Word, allowing users to embrace cutting-edge technology without straying from their established tools, all while reaping the benefits of advanced content management and integrated business rules. This flexibility guarantees that organizations can satisfy the varied needs of their clients while ensuring compliance and operational efficiency. Furthermore, the platform's design encourages collaboration among teams, fostering an environment where innovative ideas can thrive and lead to improved customer satisfaction.

Media

Media

Integrations Supported

Citizen RIMS
Dash

Integrations Supported

Citizen RIMS
Dash

API Availability

Has API

API Availability

Has API

Pricing Information

$14995.00/one-time
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

Elixir Technologies

Date Founded

1985

Company Location

United States

Company Website

www.elixir.com/elixir-tango-platform/

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

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