Fleur de lis
Trinity Consulting Inc

Customer Portal

Web-based customer facing access point to learn about your company and its products, contact and dialog with company representatives, and securely purchase products or check account status.

Typical Customer Portals

  • Informational Website
  • Customer Service Site
  • E-Commerce Site

Typical Functionality

  • Real-time Customer Service Chat
  • Searchable Documents and Downloads
  • Account Status Review
  • Order Processing and Payment

Typical Features

  • Role-based access control (RBAC)
  • Account Management
  • WYSIWYG Content Editing
  • Custom Approval Workflows
  • Secure Publishing Workflow + Auditing
  • Custom Web/Infopath Forms
  • E-mail notifications & reminders
  • Calendar integration
  • CRM Integration
  • Customizable Content Types

Typical Technology Components

Diagram of Customer Portal Configuration