CRM Portal: 5-Day Proof of Concept

Plus Consulting

Evaluate the power of a CRM portal by leveraging this 5-day proof of concept to build a portal against your own CRM data.

CRM portals are one of the many tools available to extend your CRM to a new audience, yet many organizations do not understand them or have the skills in house to deploy them.


This proof of concept will include the following items and tasks:

  • Portal deployment against your CRM organization (assumes that you have a free portal license or have purchased on prior)
  • Portal setup for customer self-service, partner portal, employee portal or custom portal.
  • Portal Theming based on your organization’s look and feel
  • One user-facing record type from the following list (accounts, contacts, opportunities, cases or a custom record type upon request)
  • One splash page
  • Setup of test portal users
  • Setup of portal user invitations
  • Training for portal user management to your own CRM administrator
  • Demo of portal functionality to your stakeholders
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