Streamlining Operations with Multiple Portals in a CRM Super App
Consider the example of a CRM app that deals with the lead to trial management. In the app, we have created two portals: Sales Team and Training. The Sales team focuses on pre-sales activities like finding leads, providing demos, and persuading potential customers to buy the product or service. Once a deal is closed, their role ends. The demos they provide are more promotional than detailed. In contrast, the Training team works with both new and existing customers, conducting training sessions and other customer-related activities.
Both teams share some functions, while also having distinct roles. As a result, each portal in the CRM contains unique objects, but there are also some shared objects. This means it’s not required to duplicate common objects across both portals. Instead, when a new record is added in one portal, it automatically becomes available in the other, as long as the object is common to both portals. In this way, CodelessONE offers streamlined operations using portals.