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Rooms vs Portals

7/30/2020

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Picture
Many organizations are familiar with the concept of a "portal". But the concept of a "room" may be new to some.

"Rooms" have seen a rapid rise in adoption as more processes move online to digital experience platforms (DXPs) that support a variety of mobile and desktop interactions.

Rooms are internally-initiated, transient workspaces for securely executing business transactions with customers.


In the post COVID-19 era, rooms are seen as quick, virtual office spaces where Customers and Employees meet to advance the customer journey. No usernames or passwords are required. Flow-initiated secure links to rooms are typically sent in response to a record stage change. Customer responses in rooms similarly trigger stage advancement.

Requiring a prospective customer to create a username/password account is a leading cause of attrition. Rooms provide frictionless "one-click" access to online spaces that help cultivate a customer relationship early in the sales cycle.
Conversely, portal interactions are customer-initiated. Portal access requires a username / password, along with the prerequisite onboarding and identity verification.

Examples of using rooms
  • Invitation to review quotes / proposals / contracts
  • Online product configurators
  • Upload documents
  • Collect eSignatures
  • Collect payment methods
  • Collect web form input data (billing name / address)
  • Send receipts or acknowledgements

Examples of using portals
  • Providing access to licenses and entitlements
  • Submit support cases
  • Download product specifications and user guides
  • Search documentation and knowledge bases
  • Return merchandise authorization (RMA)
  • Discussion forums and groups

iDIalogue is a Digital Experience Platform (DXP) for hosting personalized "rooms" integrated with leading CRM systems.
Try a 30-demo and get hands on with the "Room Builder" in iDialogue Studio.
Feature
Room
Portal
Identity
Lead / Contact
User
Authentication
Invitation link and/or Passcode
Username / Password
Customer Context
Pre-Acquisition /
Post-Acquisition (Renewals)
Post-Acquisition
Utilization
Transient (1 hour - 1 week)
Static / Unlimited
Licensing
Per Transaction or Sales User
​Unlimited customers
Per Customer Portal User or Login
Personalization
Record context
User or Account context
Community Engagement
No
Yes
Device Access
Responsive Design
​Desktop or Mobile
Primarily Desktop
(Responsive requires customization)
Implementation Skills
No code.
System Administrator and
​Content Manager skills.
Some code.
System Administrator and
Software Developer skills.
CRM Data Access
Typically read-only within record context. Minimize data entry for frictionless transactions.
​Some field updates supported.
Full CRUD
​(Create, Read, Update, Delete)
​within sharing constraints.
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Introducing iDialogue Form Builder

7/13/2020

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Collecting information from a Lead or Contact during the sales cycle is a balancing act. You need to collect “just enough” information to initiate a dialogue, but not inundate the prospect with too many requests for details like billing and shipping address until they are ready to purchase.

iDialogue room builder now supports a form builder for collecting essential information at any step in the quoting, sales, or contracting process.

  • Add “SField” plugins to any room page layout.
  • Delegate data entry to the customer. Saves Sales Reps time.
  • Fewer back and forth emails to collect last mile details.
  • Mobile friendly interface gives customers the convenience to submit orders from anywhere.
  • Form submissions trigger regenerations of documents automatically.
  • Improves data quality of closed-won opportunities.
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    Author

    Michael Leach
    Co-Founder and CEO 

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