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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Accessing and sharing information about customers, vendors, or employees from your ERP or CRM systems is effortless through a SharePoint portal. The system ensures data security by only showing pertinent information to authenticated users. By utilizing the Office 365 platform, which serves as the backbone for all DynamicPoint portals, businesses can integrate workflows alongside data collection forms, streamlining entire operations. With self-service capabilities available around the clock, customer satisfaction is bound to improve significantly. Additionally, partners can connect directly with your team, allowing for immediate responses to queries in real-time without the need for phone calls or emails. Our portal serves as a gateway to the business data housed within your ERP and CRM systems, eliminating the need for data replication or synchronization. The information is presented in real-time, ensuring accuracy and timeliness. Built on the Microsoft Office 365 platform, users can also take full advantage of the suite's offerings, including Microsoft Power Automate for enhanced workflow automation. This seamless integration not only maximizes productivity but also fosters a collaborative environment that can adapt to evolving business needs.

Description

Titan Web serves as a no-code platform and web application creator specifically designed for Salesforce, enabling organizations to develop tailored experiences for customers, employees, partners, vendors, and volunteers across various business processes. Users can create websites, portals, intricate forms, surveys, and workflows while seamlessly interacting with Salesforce data in real time—eliminating the need for syncing delays, CSV files, scripts, or intermediary software. With AI Studio, users can transform a simple prompt into a Salesforce-synced portal that evolves instantly, and the drag-and-drop customization feature empowers teams to adjust layouts, content, logic, visibility, and branding as desired. SmartV enhances security and data access options with features like OTP, two-factor authentication, page-level locks, integration-user validations, SAML2 support, Salesforce identity providers, and the ability to configure public or private pages. Teams also have the flexibility to establish permissions for various user types, develop approval workflows, offer support for non-Salesforce users via SSO portals, upload files and related records, and manage all tasks directly within Salesforce. As a result, organizations can create a cohesive digital environment that meets diverse user needs while maintaining strict security and data management protocols.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

SAP Cloud Platform Yes 
Acumatica Cloud ERP Yes 
Epicor CMS Yes 
Google Drive No 
Google Sheets No 
Key2Act Yes 
MIP Cloud Yes 
Microsoft 365 Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Finance Yes 
Microsoft Power Automate Yes 
Microsoft Power BI Yes 
Microsoft SharePoint Yes 
Microsoft Teams Yes 
NetSuite Yes 
PayPal No 
Salesforce No 
Slack No 
Titan No 

Integrations

SAP Cloud Platform Yes 
Acumatica Cloud ERP No 
Epicor CMS No 
Google Drive Yes 
Google Sheets Yes 
Key2Act No 
MIP Cloud No 
Microsoft 365 No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Finance No 
Microsoft Power Automate No 
Microsoft Power BI No 
Microsoft SharePoint No 
Microsoft Teams No 
NetSuite No 
PayPal Yes 
Salesforce Yes 
Slack Yes 
Titan Yes 

Pricing Details

$500 per month
Free Trial No 
Free Version No 

Pricing Details

$250 per month
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

DynamicPoint

Country

United States

Website

www.dynamicpoint.com/customer-and-vendor-portal/

Vendor Details

Company Name

Titan

Country

Israel

Website

titandxp.com/salesforce/cloud-experiences/

Product Features

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

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