A Guide to Selecting a Customer Portal for your CRM

Should You Build or Buy?


This whitepaper provides a guideline for selecting the right customer portal solution for your CRM by following a three-stage process. By comparing in-house and third party SaaS products, we examine present business and technical portal requirements, which are then mapped against the upfront and hidden costs for development and future scalability needs.

  • Use Cases for CRM-Integrated Portal
  • In-house development and third-party solutions overview
  • Defining your requirements
  • Calculating costs
  • Planning future scalability

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