SharePoint Portal for High-Tech Industry - Microsoft Dynamics CRM and Axonom Powertrak

Powertrak™ for SharePoint

Powertrak™ for SharePoint delivers global information access in one stop. Sharepoint 2007 provides enterprise search, document management and simple secure access to your systems. Powertrak provides web-based CRM/PRM applications that are configured to fit your business processes. Together, they promote easy interaction between you and your customers, ensure access to your knowledge-base and help streamline your business processes.

Finally, a solution that provides access to all your structured and unstructured data for everyone inside and outside your company, without complex training and no need for expensive custom build-outs that drive portal costs up and ROI down. Powertrak™ for SharePoint offers a cost effective, web-based interaction solution with single log-on, built-in security and administration from right inside your CRM/PRM system.

Powertrak™ for SharePoint supports all major browsers, works in multiple languages with no programming, and comes with sales, marketing and customer service applications that works with Dynamics CRM out-of-the-box.

Powertrak is completely configurable, and provides a low-cost way for everyone to work with Microsoft Dynamics CRM®, advanced Powertrak modules, ERP and virtually any other information that they need to provide the ultimate self-service experience.

Click to view full image

Access to all Internal Systems
One-Stop Portal with Access to All Internal Systems, not just CRM

Data Ready Forms
Power of SharePoint Document Management with Out-of-the-Box Data Ready Forms

SharePoint Search
SharePoint Search Through Unstructured Data

PRM Ready

Summary

See the real relationship - Instantly view the strength and trend for every business and extended relationship with every customer, partner and revenue source.

Account, Contact, Activity and Opportunity Profiles - With unlimited facts (including one-to-many lists) you can keep everything regarding customer, activity and opportunity facts in one place.

Automatic Activity Relationships - Account/Contact/Partner associations link to all activities in real-time and save you review time.

Key Customers need Special Care - Instant visual ranking helps you make sure that every important customer is treated with extra care.

Threaded Discussions - From the original lead - to qualification - to opportunity - to sale, you can follow the path even in partner-driven deals.

Built on Microsoft CRM - Expand on top of the safe, powerful Microsoft system.

Dynamic Activity Lists - All activities per account/contact, all activities per partner, all calls per opportunity and more in modifiable views.

Product Details
Instant Visual Scorecard	Does everyone in your organization know who is on the phone? Powertrak provides the first simple visual cue to show customer ranking and point out which way that account relationship is headed. Make sure that major client relationships are handled with care!
Unlimited Contact, Account, Activity and Opportunity Profiles	Approach your customers with the right message, using demographics, income levels, investment patterns and other facts that you develop or acquire from third parties to bring them into your community.
See Your Key Many-to-Many Relationships	Presented like branches of a tree, Powertrak shows you where to go to find customers and advocates that have influence, what family and business relationships they extend into and the level of advocacy they feel for your organization.
Streamline Your Processes	Build best processes in the Activity process builder, lower your costs and improve customer service through the use of process and activity tags. For all activities and calls, you can track key indicators of sales effort, marketing effectiveness and customer service trends in one place.
Built on Microsoft CRM	Microsoft CRM provides a safe path for scalability, integration, and business value based on Microsoft .Net and Web Services architecture. Powertrak is built in the same tools and shares the same data.
Use Microsoft Outlook	Save time and money using Email, appointments, schedules, meetings and call history review right inside the Microsoft office tools that you already know. PowerRelate also works inside Microsoft Outlook to keep you informed everywhere.
Threaded Discussions	Review the entire call cycle and call notes across multiple contacts and employees, even partners' calls from one screen. PowerRelate automatically ties calls together across deals, service issues and sales processes to save you time, especially as your call history grows.
See Filtered Activities	PowerRelate Activity Lists show you exactly what you want to see by process, date range and activity type. Rather than opening and closing many screens, you can perform quick account reviews in one screen, And, Powertrak lists are modifiable through the optional Powertrak Application Builder, so you can get the most important information front and center.
A Complete CRM Solutions	Add Powertrak modules for specific industries, or add the general modules to improve every customer-facing department, even for multi-channel distribution and householding situations. Powertrak, Microsoft CRM and ERP solutions like Microsoft Great Plains Financials can help you round out a complete one-stop solution.

High-Tech Industries Modules

Powertrak™ Modules

High Tech Industry - Powertrak™ for SharePoint

Powertrak™ for SharePoint

Summary

Request A Free Demo

Contact Us

Screen Shots

Download PDF and Print