This post is part of a series on Implementing SalesHQ Portal, which is one of the GP Elementz Portals from my new employer, ISC Software Solutions.
I realise working for the company who created and sells the Sales HQ portal prevents me from being a neutral reviewer, so I won’t try to offer a conclusion as I have been doing on recent series. Instead I’ll leave you with a quick recap of some salient points:
- Responsive design which works on desktop, notebook/laptop, tablet and mobile/cell.
- Portal is hosted on Azure; but no inbound ports need to be opened on your firewall.
- Salespeople can be assigned multiple customers to look after; customers can be assigned to more than one salesperson.
- Access for customers to view their account.
- Salespeople can create prospects or raise quotes/orders/invoices.
- Free trial connected to your system available so you can try SalesHQ risk free.
Click to show/hide the Implementing SalesHQ Portal Series Index
What should we write about next?
If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.
Looking for support or consultancy with Microsoft Dynamics GP?
I no longer work with Microsoft Dynamics GP, but the last company I worked for was ISC Software in the UK; if you’re looking for support or consultancy services with Microsoft Dynamics GP you can contact them here.