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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 Magentrix PRM?

The Magentrix portal designed for partner relationship management (PRM) can significantly enhance the efficiency of your channel partners. It offers the ability to tailor the visual identity of your brand while managing access to both standard and customized objects, enabling document sharing and eLearning resources. Among its many features are partner onboarding, comprehensive playbooks, training and certification programs, pop-up alerts, deal registration, document management, content management, and market development funds (MDF). In terms of integrations, Magentrix connects effortlessly with various CRM systems such as Salesforce, SAP, Dynamics, and HubSpot, allowing you to consolidate corporate data into a single accessible source. You maintain full authority over security settings and permissions, while the platform intelligently enhances Salesforce data synchronization to ensure quick access and optimal performance. Additionally, the portal allows for expansion through an increasing array of third-party applications, including Zapier, and supports integration via a RESTful API for tailored connectivity solutions. This flexibility ensures that your partner ecosystem remains robust and adaptable to changing business needs.

Media

Media

Integrations Supported

Citizen RIMS

Integrations Supported

Adobe Acrobat Sign
Authorize.Net
Formstack
LiveChat
Mailchimp
Maileon
Microsoft Dynamics 365
Partner Fleet
Salesforce
Stripe
Twilio
Wazala
Wufoo
Zapier
iConduct

API Availability

API Availability

Pricing Information

$14995.00/one-time
Perpetual Licensing.
Monthly Subscription.
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Sylogist

Date Founded

1993

Company Location

Canada

Company Website

www.crmportalconnector.com

Company Facts

Organization Name

Magentrix

Date Founded

2012

Company Location

Canada

Company Website

www.magentrix.com

Categories and Features

Content Management

Not specified

Document Management

Not specified

Portal

Collaboration
Content Management
Document Management
File Sharing
Search

Categories and Features

Channel Management

Channel Analytics
Incentive Management
Lead Management
Opportunity Management
Order Management
Partner Management
Reseller Management

Channel Marketing

Not specified

Partner Relationship Management (PRM)

Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Deal Management
Deal Registration
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management

Portal

Not specified

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