What are the benefits of using Business Portals?

The key benefits of X-Pages Business Portals are:

• Simplified User Experience - The portals are designed to offer a straightforward, clean, view-only experience. This is achieved by only displaying the essential, high-level information, ensuring users quickly understand the details without navigating the full Vault CRM application. When a user views the Business Portal, the X-Page content displays without the standard Vault CRM header and navigation.

• Provides Real-Time Data - Business portal users, for example executives who monitor strategic accounts, can access live information simply by selecting a shared or bookmarked link. This capability eliminates the reliance on static information, exports, or screen shots that quickly become outdated.

• Customizable - Content creators can customize Business Portals, for example by uploading a logo, and can deploy these pages using X-Pages Studio. Furthermore, X-Pages support advanced features like inline edit functions and deep linking methods to write data or navigate to other Vault CRM pages.

• Increases Efficiency - Users can quickly share a direct link to a specific portal view. This functionality replaces the manual effort typically involved in preparing and sending strategic information. Business Portals are accessible through a direct, shareable link.