Sign up today for a FREE 30-day trial.

Effective Communication

It's about connecting people... employees, customers, prospects, suppliers, workgroups...

It's about providing effective tools to enable people to share all kinds of information and data... securely.

TeamPortals' Secure Workspace Solutions are the answer.

• No additional hardware or software to license
• Easy to use web-based applications
• Available from anywhere - 24 X 7
• Powerful. Robust. Secure.
• Tailored delivery - Select only the software solutions you need
• White-Labeled - Build your Brand, not ours!

Membership Members & Directories Membership provides secured access by employees and external users to information and functions.

Create or import member profiles and control access to data and features using roles and teams.

• Members have secured access with UserID and password
• Roles control access to system feature
• Members = Employees + clients + external users

Teams Collaborate in Groups Teams are groups of members who work together or share information.

A Team can be a

• Workgroup
• Client - one or more client users plus customer service users
• Department
• Project

Teams are given permission to work in specific workspaces.  You also assign roles to teams (for example, to upload files or create calendar events).

Portals Create Secure Portals (workspaces) Portals are customized web pages that are secured to specific teams and/or members.  Users access the information uploaded to or targeted for display on the portal.

Create portals for

• Projects - typically projects use multiple teams with both internal and external members
• Departments - Share documents, schedules, discussions, announcements, web content, etc.
• Customers - provide a self-service portal for each customer to access documentation, or to collaborate and communicate with your Customer Support organization
• Training classes

Shared Folders  Share Files & Documents Shared folders provide secure web browser access to documents and files.  Find documents quickly using advanced search and browse features.

Folders are used to publish and control documents and files in an easy-to-use, secure environment. 

• Secure folders are available only to permitted teams and members
• Web folders are used to publish information by hyperlink (such as web graphics, proofs, or other documents you may want to distribute by hyperlink in an email message, for example)
• Version Control allows you to control and track documents by version and draft, maintaining a complete document audit trail
• Folder security roles are assigned by team and member
• Find documents easily using search and browse
• Merge documents to create print-ready PDF files
• Email Alerts can automatically notify members as files are created or updated

Announcements Communicate News, Announcements Announcements communicate news and time-sensitive information to members and teams.

Announcements provide an easy way to communicate with many audiences.

• Schedule Announcement display dates
• Publish an Announcement to multiple portals
• Publish Announcements to a public (Internet) web
• Easily create Announcements using the Web Content Editor - with an Office-like formatting toolbar.

 

Event Calendars Schedule Group Events Event Calendars are used to publish company or group events, meetings, workshops, etc.  Event Registration is available.

Publish event schedules to keep everyone informed. 

• Schedule events for all members, or specific portals/teams 
• The calendar shows all events for the member
• Daily and Monthly views
• Event Registrations include an attendee list and secure payment options

Projects Manage Document Projects Projects provide secured portal workspaces for creating and managing large or complex documents and other project information.

Project workspaces provide the tools to streamline workflow and communication on document projects. 

• Secure, central repository for project activities and documentation
• Multiple teams participate on a project
• Roles can be assigned by member and team
• Project Portal pages can be customized with only the features required
• Share documents, group discussions, web forms, project issue tracking, project calendar, publish web content, and more.

Web Content Create and Manage Web Content Content Management tools allow non-technical members to create, edit and organize web content pages - as easily as creating documents with Word.

Web Content Management allows business users to easily create and manage web pages. 

• Multiple authors per web
• Multiple webs - publish webs internally for members, teams or projects
• Rich Text Editor - easily incorporate tables, images and Flash

Create webs for

• Manuals, Procedures, Product information
• ISO Quality documentation
• Product or Service information
• Public (Internet) website - Easily create and maintain your Internet website.

 

CRM Customer Relationship Management CRM provides a shared contact and opportunity database for more effectively tracking, managing and reporting sales activity.

Manage sales contacts and activities easily with Customer Relationship Management.

• Shared Repository of prospects, sales opportunities and sales activities
• Secure access by salespersons and sales management
• Opportunity management with integrated task management and call-backs
• Sales Pipeline review for management provides accurate view of expected sales revenue

CRM vs. SalesForce.com

•  CRM is SalesForce.com without the bells and whistles
• Save at least 60% compared to SalesForce.com

Web Forms / Surveys Capture Data Web Forms Web Forms and Surveys capture data from members and/or non-members and store it in a database for reporting and extracting to desktop applications such as Excel or Access..

Web forms are commonly used to capture data from users over the Internet.

• Custom form builder - business users can easily create forms and surveys
• Stores data in our database on the server
• Extract data to an Excel spreadsheet or desktop database.

Use Web Forms for

• Customer Surveys
• Online Forms for routine data collection - weekly reports, etc.
• Secure forms for project teams
• Publish Web Forms using Email link or a web page - provide forms for non-members (Internet users)

Discussions Collaborate in Discussion Groups Discussion groups enable teams and members to collaborate, discuss ideas and provide feedback..

Discussion groups provide a way for members and teams to collaborate on topics of concern, or to discuss documents.

• Create multiple discussion groups
• Publish discussions on multiple portals.

Use discussions to

• Share ideas
• Get feedback
• Spark team interaction and collaboration
• Capture improvement suggestions
• Review and comment on a document prior to publication

Mailing Lists Automate Email Communication Mailing lists provide the ability to send an email blast to large groups of people including members, contacts, or imported mailing lists.

Mailing lists provide the ability to communicate easily and professionally with a variety of audiences.

• Import email lists
• Create stylish, HTML email messages and newsletters
• Use Templates to easily create new messages
• Send email to each name individually
• Track receipts

Use Mailing Lists for

• No Spamming! (we require you to send permission-based email only)
• Email Marketing to prospects and customers
• eNewsletters to customers
• Communication with clients, workgroups, and members.

Import and use email lists for marketing and professional business communications.