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HOW TO EMPOWER CUSTOMERS WITH SELF-SERVICE PORTALS

February 15, 2024
Online Only CPE Credits: 1.00
Register Today

 1. Home
 2. Events
 3. How to Empower Customers With Self-Service Portals

Join us for an in-depth exploration of customer self-service portals with a
focus on industry-leading CRM platforms—Salesforce and Microsoft Dynamics 365.
This informative webinar is designed for professionals seeking to leverage CRM
platform capabilities to transform their customer experience strategy. We’ll
dive into some common use cases and benefits that can elevate the way you
interact with customers. Gain practical insights and hands-on knowledge to help
empower your customers through enhanced self-service experiences.

By the end of this webinar, you’ll be equipped with the knowledge to understand
how implementing a customer self-service portal could benefit your business and
bolster the customer experience. Don’t miss this opportunity to see what’s
possible with customer self-service portals!


LEARNING OBJECTIVES

Upon completion of this program, participants will be able to:

 * Discuss how to enhance the customer experience with Salesforce and Dynamics
   365 self-service portals for your customers, business partners, or dealers.
 * Describe common use cases and the benefits to your business and overall
   customer experience.
 * Identify the differences between integrating customer and dealer self-service
   portals with Salesforce and Dynamics 365.



CPE INFORMATION


1.00 CPE CREDIT (PENDING APPROVAL)

1 CPE credit (pending approval) in the Information Technology field of study may
be awarded upon verification of participant attendance, during live broadcast.

Fields of Study



WHO'S THIS FOR

CRM users, COOs, CMOs, CIOs, business managers, and customer service
professionals.



PREREQUISITES

None



DELIVERY METHOD

Group internet-based. Each attendee must be logged in and answer the poll
questions in order to receive CPE credit.



REFUND POLICY

There is no fee associated with this event.



PROGRAM LEVEL

Basic



ADVANCED PREPARATION

None

If you have concerns or would like information regarding program cancellation
policies or CPE credit, contact us at cpecompliance@forvis.com.

FORVIS, LLP is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy have final
authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be submitted to the National Registry of CPE
Sponsors through its website: www.nasbaregistry.org.


PRESENTERS

Kevin Liebergen, Melissa Green


DATE & TIME

 * February 15, 2024
 * 1:00 PM - 02:00 PM ET


RESOURCES

Additional resources for downloading prior to the event

 * How to Empower Customers With Self-Service Portals Learning Materials




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© 2024 FORVIS, LLP. All rights reserved.
FORVIS CPAs, LLP is the name used by FORVIS, LLP in New York.
FORVIS is a trademark of FORVIS, LLP, registered with the U.S. Patent and
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