DynamicPoint PortalsDynamicPoint
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Magentrix PRMMagentrix
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Related Products
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About
Easy to access and share customer, vendor, or employee information from your ERP or CRM systems direct from a SharePoint portal. The data is secured by displaying only the relevant information for the authenticated user. By leveraging the Office 365 platform, which provides the foundation for every DynamicPoint portal, workflows can be added in conjunction with data collection forms to automate entire business processes. With 24/7 self-service, customer satisfaction will increase. Partners will have a direct connection to your staff, so you can answer any questions they have immediately in real-time without having to pick up the phone or send an email. Our portal is a window to the business data that exists within your ERP and CRM system. There are no replications or syncs. The data is displayed in real time. The product is based on your Microsoft Office 365 platform. This gives you full access to the suite of products including Microsoft Power Automate for Workflow.
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About
Increase productivity of your channel sales partners with a Magentrix partner portal for partner relationship management (PRM). Customize the look and feel with your own brand. Control access to standard and custom objects, files and document sharing and eLearning.
FEATURES:
Partner onboarding, Playbooks, Training & certification, Pop-up alerts, Deal Registration, Deal Management, Document Management, Content Management, Market Development Funds (MDF) and much more!
INTEGRATIONS:
Magentrix integrates seamlessly with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot and more) to maintain a single corporate data source with complete control over user permissions and security. Intelligently optimizes synchronization with Salesforce data resulting in less API calls for high performance and uninterrupted data accessibility.
Extend your portal with the growing list of 3rd party applications (including Zapier) or use the RESTful API to integrate your own.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies and organizations seeking a solution to manage their data to collaborate with customers and vendors
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Audience
Companies who need a partner portal to supplement their channel partner program integrated with Salesforce, MS Dynamics or HubSpot (and more)
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$500 per month
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationDynamicPoint
United States
www.dynamicpoint.com/customer-and-vendor-portal/
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Company InformationMagentrix
Founded: 2012
Canada
www.magentrix.com
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Categories |
Categories |
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Portal Features
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
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Channel Management Features
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management
Partner Relationship Management (PRM) Features
Asset Management
Business Plans
Channel Marketing Automation
Collaboration Tools
Compliance Management
Deal Management
Deal Registration
Lead Generation
Lead Sharing
Partner Onboarding
Partner Portal
Performance Metrics
Rewards Programs
Workflow Management
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Integrations
Microsoft Dynamics 365
Acumatica Cloud ERP
Adobe Acrobat Sign
Key2Act
MIP Cloud
Mailchimp
Microsoft Dynamics 365 Finance
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
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Integrations
Microsoft Dynamics 365
Acumatica Cloud ERP
Adobe Acrobat Sign
Key2Act
MIP Cloud
Mailchimp
Microsoft Dynamics 365 Finance
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power BI
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