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Portal Opportunity Management

What are the 6 most important factors to ensure Sales Manager maps correctly to your own business processes for Opportunity Management? With all of the sophistication and customisation available in the Claromentis Sales Manager Application, it is possible to get confused about what really matters in a successful opportunity management system. 
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e-Forms vs. Workflow

Given potentially overlapping functionality, how can you select the correct tool for each requirement?

To some extent it is true that e-Forms and Workflows offer overlapping technology, and therefore present you with a decision about which one is the best to use for each requirement. But with experience there are only a few factors that you need to consider for simple cases.

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Designing and Deploying an SME Portal

What is a Portal?
‘Portal’ has become an increasingly popular term in IT, and there are many variations in its precise definition. But in short it is a web system that authenticates users and provides them with a personalised user experience for facilitating access to information and available applications. The main purpose is to bring an increasingly vast information and resource set to users in effective and secure ways.

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