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2:30 – 2:45 pm

Customer Portal

Vox is now including in the vertical accelerator a flexible, scalable and highly secure portal solution that provides immediate communication with your customers and vendors without the need for coding, custom programming, or other complex technical requirements.

We are providing seamless two-way integration between your existing Microsoft Dynamics CRM and NAV information and a secure and customizable online portal gives you more effective, accurate, and profitable Customer Service experiences faster.

Improve your Customer Service

Better manage your Distributors

Book orders

Check inventory

Review statements and more


Features include

·         24/7 Self serve Customer Portal

·         Customers can update their support cases, contact information, or product returns at their convenience.

·         Remove duplication of efforts and increase transparency by sharing live Customer data

·         Mobile ready, access from any device

·         Customers have immediate access to their data

·         Easy to use system allows you to modify the Portal on your own


Jim Heaton– President

2:45 – 3:00 pm

How it works with CRM

This this section we will explain how inbound questions, complaints or concerns are entered by your customer from the portal and immediately show up as a ticket inside CRM’s Case Management system.

·         Dashboard

·         Process Drive menus

·         Workflow

·         RMA’s and Serial numbers

·         Service Tickets

·         Knowledge Based Articles



Jim Heaton –     President

3:00 – 3:15 pm

How it works with NAV

In this section we’ll illustrate how an invoice is generated through Dynamics and appears on the statement inside of the customer portal.

·         Introduction to NAV

·         Enter an order

·         Ship

·         Invoice

3:15 – 3:30 pm

Questions and Answers

We’ll open the phones for any questions on the technology, technical requirements and pricing.

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