SharePoint Portal for Associations for 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 work 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.

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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

Simple, central access - 24/7 access to Sharepoint features, along with built-in Dynamics CRM and Powertrak support from one secure log-in.

Maximum productivity - Out-of-the-box forms and workflow for all CRM/PRM interactions along with Sharepoint document and content management, with no coding needed.

Streamline customer and partner processes - Eliminate hassles associated with routine tasks such as lead registration, pipeline management, service requests and communications.

Integrated access across the enterprise - Provide access to all your corporate systems using the award winning Powertrak Application Builder and any Microsoft web tool.

Key Features:

Use all Sharepoint functions, such as document, content management and search
Account and Contact Phone Book
Lead Registration and Status
Product/Pricing Configuration
Opportunity/Pipeline management
Marketing Co-op Funds Management
Customer Case Management
Customer Order/Shipping Status
Customer Asset Tracking
Marketing Campaigns
Company News

Product Details
One-stop SharePoint Search & Document Management	SharePoint provides key-word web search through all your unstructured documents and Knowledge-Base. Optional enterprise search also works with your CRM, ERP and other business applications to deliver a complete information locator. Use Sharepoint document management to build your Knowledge Base.
Self-Service Web	Powertrak for SharePoint provides simple customer, partner and employee information access. With Powertrak's optional self-registration and multi-channel security built-in, your CRM/PRM community is quickly on-line and saving you hundreds or thousands of phone calls and emails, keeping your call center costs down. Provides a rich user experience, with documents, graphics, data and scripted communications - no training required.
Turn-on CRM/PRM Productivity	Powertrak pre-built forms and controlled access give each user just what they need. With Powertrak workflow running in the background, transactions are executed automatically, with full alerts and team-based communication.
Interact with ERP	Interact with Microsoft Dynamics CRM, Powertrak modules, ERP and other data sources with no programming. SharePoint Portal with Powertrak extensions can easily interact with anything that Microsoft technology can connect with. Optional Sharepoint Enterprise Search includes connectors for all major ERP systems.
Create and Configure with No Coding	Powertrak for SharePoint installs as a rich feature set within the Sharepoint Portal website. Use the optional Powertrak Application Builder to create and configure an unlimited number of CRM and ERP-aware forms. Set up sorting, presentation, multiple-languages, tables, colors and more without extensive IS support.
Leads, Pipeline, Service, any External Interaction	Award-winning CRM/PRM functions for lead management, account access, marketing, sales management and customer service are built-in. Full channel-ready workflow keeps your staff, partners and customers responsive and up-to-date at less cost.
Optional Add-ons for an Enterprise Solution	Powertrak product families for high-tech, associations and financial services provide full enterprise-level CRM/PRM solutions. All Powertrak modules run from inside Sharepoint Portal and Dynamics CRM with no modifications needed. The Microsoft SharePoint 2007 product family includes Business Intelligence, Content Management Data Connectors, and more. See the Microsoft site for additional information.

Association Management

Powertrak™ Modules

Powertrak™ for SharePoint

Powertrak™ for SharePoint

Summary

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