Businesses are not just known by their products but also by their customer services. Today, the contemporary marketplaces are greatly customer-driven. Therefore, enhancement of technology makes self-service an inevitable concept. Customers prefer troubleshooting problems, by reading an article instead of writing emails or speaking with customer executives.
A better way to provide an excellent customer service is through the customized partner portals. This write-up highlights the features of an ideal customer portal.
- It saves you time. The portals hold crucial customer information like contracts, inventory details, invoice copies, order stats, due dates, & provides with order placing & service request forms. The customer can directly access order details instantly instead of writing emails, awaiting responses, or getting over calls with the executives.
- The automated portals rationalize the process. With the time and event-based triggers playing their part, customer queries are routed towards the right support team. Which in turn, results in getting resolutions within the stipulated time frame.
- It serves as a knowledge base. It showcases the user-centric information like pricing, payment options, delivery, and so on. The ease of access to user manuals, videos & FAQs makes the portal a good knowledge base & self-servicing an effortless process.
- 24*7 availability of service support team. One can contact the customer support team out of their business hours using the portals. It smoothens the task of processing support requests for the team and delivering the solutions in just no time.
- The real-time availability of information. The customer partner portals house information related to orders & documents like invoices, dispatch card, and related to products like pricing, inventory status, delivery options, payment options, etc. This helps customer to be self-reliant.
- It guarantees data security. The portals grant access to authorized personnel only, keeping customer’s data & personal files secured.
- Portals efficiently manage the files. Besides supplying information, the portal enables you to exchange the essential documents over the portal. One can also view their ticket status and account information.
- Personalicuszed portals provide a good communication network. The portals serve both the supplier and the customer, by providing all the transaction details. And the key to a good communication network is synchronization. It provides access to similar information to both parties and acts useful in getting rid of the discrepancies.
As the studies reveal, over half of the consumers say that the main reason they cannot resolve an issue on their own is that there is too little information online. The customer partner portal is the need of the hour as it serves the customers on a real-time basis, provides ample information, and keeps you updated. Customize your business portal today, and give the best customer support experience to your customers.
Our team has equipped our Salesforce customer portal with some more next-gen features with our mission to provide you with the best portal solutions in terms of capabilities and functionalities for your business.We aim for giving more flexibility to the admin and users in deciding on form and portal layouts and preserving data while upgrading the portal with the new features.So, let’s walk you through all the latest features and explain to you how they can benefit you in detail.Panel-Wise Layout Settings in Edit/Detail View of FormsOur latest version allows for the segregation of fields of a form into different panels based on relevance or other criteria.How It HelpsSometimes, if a form is long and requires the user to fill in a lot of information, keeping all the fields together might look stuffed and clumsy in appearance.
On the other hand, a form looks much better and engaging in appearance if you take all the fields and segregate them in different panels based on relevance or being mandatory or optional.For instance, if you require every customer to fill multiple details including name, email address, residential address, occupation, and more, you can make some panels as below.Panel 1: primary mandatory information like name, email, and mobile number.Panel 2: personal details like date of birth, family details, and residential address.Panel 3: work or job details, and so on.Segregation of a form’s fields into panels this way helps make a form look neat.
The users also understand the purpose of the panels for different fields when they can see the heading of each panel on top easily.
This helps you increase the completion rate of forms.Control to Sync Layouts between CRM and PortalThis feature allows you to decide whether to configure the form layout in your portal separately or keep it the same as that in the CRM form.
You can simply activate the Active CRM layout option in your portal to sync all the changes you make in your CRM forms with your portal.How It HelpsIt gives you the freedom to decide whether you want your CRM form layout the same as the portal’s or not.
You can decide on the appearance of your CRM and portal as per your preference and change it whenever required.Data Preservation on Your Portal UpgradeThis feature helps you save your data, forms, layouts, etc., in your previous WordPress version on your portal side.
CRM with Customer Portal ensures that you enter the market with a transparent and secure interface so that your company can easily win the trust of the clients.
Providing a window that is strictly related to showing the transactions that have happened between you and your clients.
This will help in keeping up with the client requirements and presenting reports according to the recorded data.
Through this you can also keep a track of all the services that you have provided to your clients and when they will expire so that the renewal process is smooth and prompt.
CRMHike is one of the CRM software that allows having such customized tools in your client support systems.
Visit their official site to know more about them.
Using SharePoint for your business needs may seem like an intimidating prospect, but the truth is that there are many benefits to using this platform.
Knowing where to start can be difficult, with so many options available to help you get the most out of your SharePoint development.
Fortunately, there are tons of resources available online to help you learn everything you need to know about SharePoint to set yourself up for success in the future.
SharePoint is a web-based collaboration tool that can help streamline your business processes.
Initially released by Microsoft in 2001, SharePoint is widely used across many industries.
When you build customization for SharePoint, they will be written in C# or Visual Basic .NET languages because these are considered modern programming languages.
