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Digital & IT Services

MetaMatrix Enterprise Portal & CRM

One secure workplace portal for employee self-service, approvals and documents, with a built-in CRM for leads, accounts and service tickets.
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Overview

Employees find documents, raise requests and follow approvals in one portal; sales and service teams manage leads, accounts, opportunities and tickets in the CRM beside it.

We configure it around your processes, connect it to the systems you already run and support it once it is live.

Outcomes

From challenge to outcome

  • Challenge: Requests lost in email

    Approvals in one place

    Requests follow defined approval steps, with a record of each decision.

  • Challenge: Customer details in spreadsheets

    One view of each customer

    Leads, accounts, opportunities and tickets in one CRM your teams share.

  • Challenge: Documents in too many places

    Documents people can find

    Policies and shared documents in one portal, with access by role.

Capabilities

What it does

  • Employee self-service

    Profiles, requests and announcements in one place.

  • Approval workflows

    Multi-step approvals with a record of every decision.

  • Document library

    Shared documents and policies, with access by role.

  • Leads and accounts

    Contacts, companies and their history in one record.

  • Pipeline tracking

    Opportunities by stage, owner and expected close.

  • Service tickets

    Customer requests tracked from first contact to resolution.

  • Reports and dashboards

    Activity, pipeline and service reports for managers.

See how MetaMatrix Enterprise Portal & CRM would work for your organisation.

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How it works

  1. Discover

    Your processes, roles and the systems to connect.

  2. Configure

    Workflows, fields and access set up for your teams.

  3. Migrate and integrate

    Existing data moved in and systems connected.

  4. Train and support

    Teams trained, with support once live.

Integrations and deployment

Integrations and standards

  • SAML
  • OpenID Connect

Deployment options

  • Software as a service
  • In the customer's Azure tenant

Security and compliance practices

  • Role-based access
  • Audit trail of approvals and changes
  • Single sign-on with your identity provider

Industries served

Services

Related services

  • Web & mobile applications

    Custom web and mobile applications for your customers and teams: portals, booking and ordering apps, dashboards and internal tools.

  • Systems integration & APIs

    Connect ERP, CRM, HR, finance and industry systems through APIs and integration services, so data flows without re-keying.

Talk to us about MetaMatrix Enterprise Portal & CRM

Tell us what you need, and our team will get back to you.

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