‘Customer Support’ has undergone a huge transition over the years. From haggling with the customer support executives on the phone to finding all the solutions online, we’ve come a long way. However, not all digital experiences are up to the mark. Not all of them are engaging, user-friendly, and responsive.
To be able to provide the customers with what they’re looking for, it is important to have customer portals. With the help of it, you will be able to render glitch-free personalized experiences that reach the expectations of your customers.
Significance of Client Portals
If you have worked around customer portals, you must have come across some of the common ones including portals for banking services, mobile network companies, water connection portals etc. On the other hand, the customized client portals come with features that can address the precise requirements of your customers with the help of specific tools, services, and content. For example, if you need a WordPress Client Management portal, you might have to get in touch with a company which can customize it for you.
So, what are the traits that your Customer Portal must have to be able to serve customers better? Let’s take a look:
Offers Superior Self-Service
A recent study has proved that almost 59% consumers and 71% business buyers feel that if there is a self-service portal available to them, they feel more connected with the brand. Also, facilities like Knowledge Base, Chat Services, and Service Requests are no more a privilege. They’re more of a necessity.
Most of the clients expect the above-mentioned self-service facilities from a portal. So, whether you have a Drupal, Joomla, or WordPress Portal, it must have the potential to offer an excellent self-service experience.
Is Dynamic and Adaptive to Change
One of the most important traits that a portal must have. If a portal cannot adapt to your business needs as and when your business grows, it’s of no use. Get in touch an organization that works on an open source software which is flexible and enables easy integration.
In case you don’t want to hire programmers to work on your portal, you can choose to invest into a portal that provides you with the features and functionalities you’re looking for. You must also ensure that it is user-friendly and non-technical professionals can use them.
Is Safe and Secure
Customer portals can be vulnerable. These possibilities are likely to go up if you have a WordPress customer portal. So, in case you’re looking for a WordPress Portal, you must ensure that the it offers you with SSL and encryption. It should also offer your users with a sense of security when they are accessing sensitive documents like invoices, credit card information, and address.
It is advisable to ask for a trial period to use the portal and opt for it only if it seems secure for you and your users to access information.
Has Analytic Tools
Stagnant digital experiences are boring. If you want to render value through your WordPress Client Portal, it is important to evolve. And this is possible only if you have tangible values that help you to analyze and scrutinize the aspects you can improve upon.
Invest into a portal that helps you to understand how your pages perform, whether or not users are able to find what they’re looking for, and what features has a negative effect. A superior quality portal comes with comprehensive analytic tools as well as reports using which you can know about the impact of your portal on the users. Once you obtain information from the portal’s analytic tools, you can work towards enhancing customer experiences.
Has Customer Centric Functionalities
A customer-centric portal is the one that comes with functionalities that are beneficial to the end users. It is less likely for two customized customer portals to be like each other as every business has different goals. Now, whether your software comes with security hierarchy, multi-language support, or advanced search functions ensure that it can solve the problems of your customers in the best possible way.
Although there are several elements responsible behind the making of a good client portal, it is worthy only if it helps you to build up a loyal customer base. The one which is tailored to your customers’ experiences will provide your organization with the success that you’re looking for.
Provides Scalability with Business Growth
Irrespective of your business goals, your portal must have a good level of scalability. Get it built in such a way that it can mitigate against the disasters, if any. Which means, it should not only be safe but should also have the potential to cope with the increasing workload and be adaptive to business growth.
The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered.
Thanks to the digital transformation and advancements in cloud technology, you can digitalize the customer support process. The merger of CRM and CMS is one such magical occurrence. And portals make it even better. You can connect with your customers and manage their data by having control over it. It makes customers happier and enables agencies to work with better efficiency.
Being one of the popular portal providers for Dynamics CRM, people often come complaining to us about the cost of Microsoft Dynamics CRM Portal. They say it would cost them an arm and a leg if they invest 500 euros into it and would prove to be even more exorbitant when it comes to adding new customers. Furthermore, they even dislike the user interface and don’t find it user-friendly.
They want a solution that is efficient, easy to use and cost effective. And that’s why AppJetty is herewith Dynamics CRM Portal for WordPress. It makes the task of managing documents, cases, schedules, accounts as well as order sheets absolutely seamless! Also, it just doesn’t process your database but also keeps all the records in detail.
Let’s check out some of the features of our Dynamics CRM Portal and the benefits it can render you with:
Easily Configurable & User-Friendly
AppJetty designed DynamicsCRM WordPress Customer Portal with the intent to extends the basic functionality of MS DynamicsCRM and make it all-inclusive. Apart from the compact layouts we have created, we have organized and stacked elements on the dashboard. With the help of it, users can operate the portal with seamless navigation. Now, let’s talk about the configuration part. ‘Rapid Deployment’ are the two words which we would like to use when it comes to setting up our portal plugins. They are ready to use and will start running in a matter of few minutes. As an Admin, you just need to sign into the system and you are sure to have one of the finest user experiences.
Solve Problems Easily
As a business owner, your biggest goal should be to eliminate the gap between the problem of your customers and fixing them. And you would want this process to be hassle-free. With the help of Dynamics CRM WordPress Customer Portal’s ticketing system, you can not only process your database but also keep all the records in detail. One of the major benefits of our portal’s ticketing system is that it enables CRM users to communicate with customers without sending them long emails or haggling with them over calls. You would also be able to manage cases, documents, schedules and accounts with utmost ease and save a lot of time.
Keep Your Data Safe
If you have a business, you must understand the importance of data security. And here, we are talking about your customer data. The best part about our portal plugin is that it acts as a simple gateway between your Dynamics CRM and WordPress CMS. Which means, it doesn’t store any data to our CMS’ server. The data of your customers remains completely secure on your servers and WordPress offers the needed interface to the end users with protected access. The best part? Our developers have also ensured that Dynamics 365 Customer Portal for WordPress does not bring any vulnerabilities to your CRM data.
Work on a Customized Dashboard
Fixed dashboards can get quite mundane and boring! And then, you might want to set different themes, arrange page components the way you like and keep changing colors. Our Dynamics CRM Portal, helps you do just that. It comes with an intuitive user interface and offers seamless navigation. You can set and arrange different dashboard elements and work around frequently usable modules with ease. As an admin, you just need to choose standalone or full-length page templates with the header and footer theme. And no getting overwhelmed with the number of features and tools! Just run a search tool from the dashboard and you can find the information you are looking for.
It’s time to get over the traditional help desks and call centers. With all the above-mentioned benefits and many more, our Portal plugin is sure to make you and your customers smile. At AppJetty, you can find a range of Microsoft Dynamics CRM based portal plugins. Check out the features and functionalities of our products in detail by visiting our store now!
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According to Gartner, there will be more than 25 billion connected things by 2020. It means the Internet of Things is going to be a huge connected network between people-to-people, people-to-things, and things-to-things. It is not only connecting with us more, it is also changing the way we live. Whether we prefer to notice it or not, yet IoT is transforming our surroundings and will keep on doing it.
Now, let’s talk about CRMs. In earlier days, the focus of CRMs was to reduce the cost around customer acquisition, retention, and servicing them. Now, it has customer portals that look after saving time and resources along with cost cutting. It also strives to provide quality of services to customers. Sugar CRM facilitates enterprises by enabling them to build customer portals to better their engagement. Suite CRM is built on SugarCRM community version, which also builds dynamic SuiteCRM Customer Portal.
Blending Automation with Convenience
So, IoT is changing the way people live and Sugar CRM is changing the way enterprise work. Now what if they both work together? This synergy will create an environment of predictive and preventive functionalities that send alert for future actions. Such a system will notify your customers in advance before they face any problem and provide a service or solution to the issues they might face in the near future. IoT will decode the buying pattern of the customer in real-time, and it will help the SugarCRM Self Service Portal or application to include them in the right marketing campaign.
Is it possible?
Yes, it is possible to use 'Internet of Things' and integrate it with SugarCRM Customer Portal and applications. The major three components of IoT can generate huge benefits for organizations if it works in sync with CRM. These three important components of IoT that your Sugar CRM solution can optimize are:
Exemplifying the Ease of IoT and SugarCRM
Consider a scenario of a hearing aid company. The hearing Aid Industry has become more advanced. Now it is trying to introduce innovative features in their product lists. Examples could be longer battery life, Bluetooth compatibility, noise reduction. It is also introducing products for controlling your hearing aid device through smart phone, etc.
Let us take few scenarios from this company. It will help us to understand how IoT helps in providing services to customers, with the help of IoT and its integration with CRM.
3 Different Scenarios Where IoT is Taking the Customer Experience to The Next Level.
In all these scenarios, how the company official will get to know about all the issues? That is because a sensor placed in the hearing aid instrument sends notifications to the central application. It creates an alert in the system that there is some issue with the battery or instrument, and needs replacement. As being an open source, SugarCRM can render IoT alerts in different ways with flexibility. These are,
Apart from this, IoT with SugarCRM can also help sales and marketing functions in multiple ways. Real-time data generated by IoT will you to help understand in numerous ways. It will tell you usage of the product, buying patterns of the customer, opportunities for cross-selling and up selling, deciding flexible pricing, etc. Your sales team can analyze the IoT generated data to decide future campaigns by knowing the right customers.
It will help them reduce the cost in terms of market research. This data can also help the marketing function to identify those customers, who are not using your products anymore. For such customers, you can run separate campaigns, or invite them for trade shows and product launch programs, and try to retain them.
So, why wait? Leverage the power of IoT and Sugar CRM and get the best out of your business. It will make the work flow faster and user friendly. This will also stay helpful for your staff and assist them to boost their productivity. If you wish to know more about such future app or share your views about it, feel free to reach us!
Talk of CRM and one name that always ranks first on the list of sales professionals is – Salesforce. And why not? It is quite obvious for them to lean towards a tool that offers excellent functionalities for organizing and storing the company’s data. The value of this data upsurges when you integrate it with a CMS.
That being said, WordPress is one of the most used Content Management Systems in the world. Today, we will talk about integrating Salesforce with WordPress and getting the best of both worlds.
Let us find out about the ways in which the amalgamation of WordPress and Salesforce can benefit you:
Convert Submissions into Leads
You would obviously want to turn your visitors and form submissions into leads. And for that, you will have to integrate your WordPress website efficiently with Salesforce. WordPress filters enable you to send form data to Salesforce and track the performance of your form in CRM. As you can get insights about the forms that convert better, it will help your inbound marketing team to perform at the best of their abilities.
Make User Management Easy
When you sync WordPress users with your Salesforce CRM, you will be able to maintain a unified user database. If you use a Salesforce WordPress Plugin, you can also set up core WordPress functionalities including site registration so that you can create new leads in your Salesforce database coming from WordPress. It is also possible for you to sync fields between two applications for giving the access of data set to all your company departments.
If you have a website that asks for membership or you want to host a specific data on your website that is visible only to your customers; you can sync the accounts of your users in a dynamic way through WordPress Salesforce integration. You can also tag your leads as customers in Salesforce and update using customer tag and give them access to the exclusively assigned areas of the website.
Make Ecommerce Store Product/Catalog
You can import your product database into Salesforce CRM in several ways. However, there are quite a few ways in which you can keep the data synced to your external ecommerce store. You can make use of some out of the box solutions like Salesforce WordPress Plugin that can also work with multiple Salesforce setups. Also, if you have previous purchase data in Salesforce, you will be able to target customers for new products, marketing campaigns or promotions.
Manage User Interaction
Through WordPress Salesforce Integration, you can handle the customer engagement in easy way. In case you host a WordPress website, you must be aware that if you want to manage users minutely, you would need an ample amount of computing resources. And based on the charges that your hosting provider puts on you, this can turn out to be expensive. Hence, the best and the most efficient way to manage customer activity is to have information about your user before they turn into a lead. Salesforce customer portal makes your user interaction in a self-supporting way.
With all of above-mentioned advantages and many more, WordPress Salesforce Integration can never disappoint you. All you need to do is ensure that all the extensions or portals you invest into are adhering to your business goals and objectives. If you don’t, you might feel like you have adopted a cool technology but it will not bring you any benefits.
What are you waiting for? Employ a Salesforce Portal now!
Client Portal is not just a medium for business owners to converse with their clients. It is an establishment of a new relationship. The beginning of transactions through messages, documents and invoices. And it can be quite tricky to pursue a digital relationship like this one. You might face pitfalls in terms of support turnarounds, information sharing, and appointment bookings. And that’s why, you would need a client portal in place that takes care of all the above requirements.
Talking about client portals, the option you go for depends on the kind of requirements you have. For example, if you are looking for a portal that helps with WordPress Client management, just type “client portal WordPress” and you will come across several companies that can provide you with the same. Also, all of them will claim that theirs’ is the best portal in market, leaving you utterly confused. You will also find companies that provide an amalgamation of CRM & CMS.
Well, irrespective of the type of client portal you zero upon, what you need to understand is, the portal must render your customers with more access and control over the information that you share mutually. If you are planning on investing into a client portal, this article will give you important insights on the steps you need to take for ensuring that the portal is flawless. So, let’s go!
Stitch in TimeRemember the episode from the popular sitcom Friends? Phoebe keeps on hold for hours together just so that she can speak with a customer care executive and get her phone repaired before the warranty expires. She dozes off while doing so. Quite obviously, that doesn’t work these days. According to Zendesk, more than half of the customers appreciate if you value every second of their time.
So, whether you choose a WordPress client management portal or a Joomla one, you need to ensure that it saves time and comes with a feature that can take care of your client queries without having to pick converse on call or send an email. And in case they must speak with your support staff, you can provide them with the facility of scheduling appointments through your portal. It will save a lot of their time.
Ensure It Is IntegrativeUnfortunately, having a client portal alone won’t suffice. You need to link it to your customer relationship management software. During the initial years of your business, working merely around a portal might work. But as and when your client base grows, you might have a tough time managing several clients, their queries and switching between your portal and other platforms.
If you want to keep this inconvenience at bay, you must ensure that your portal is integrative with CRMs and Google or Microsoft calendars. You will be able to find several plugins that might help you bridge this gap. Let’s say you choose a WordPress client portal plugin. Now, you would be able to find different combinations of WordPress as a CMS along with CRMs like Sugar, Suite, and Dynamics.
Make It PersonalizedEver had to deal with a client who doesn’t appreciate changes and asked for an old feature back? Well, if you have used client portals, a scenario like this is common. According to a Customer Service Trends Report by Kayako (2017), 90% of customers ask for brand continuity across different channels. So, even if you have a digital portal, it shouldn’t serve any less than your brick and mortar office would.
To bring this consistency across different channels, you need to communicate right with your portal developers and ensure that they personalize the portal with colors, logos, and features of your choice. Also, when you keep your brand impression unswerving, the clients would think of the interaction space as more trustworthy. They would also keep coming back without reluctance and would be able to resolve their queries with ease.
Let’s Conclude…Like we mentioned above, it is must for a client portal to have certain qualities if you want to provide a glitch free customer support. And we hope that we provided you with some useful insights. What other qualities would you want your client portal to have and what steps would you follow to ensure that it has them? Feel free to share.
Making good profits out of your business is all about making a good growth. In an overall picture, it may seem like “good growth” is all about selling your products or services more and more. But it is merely just doing that! To make it successful growth, you will have to deliver complete customers satisfaction and earn their loyalty. And not only your customers should be happy, your valuable employees should also be happy and work with complete motivation and encouragement. That is the perfect form of growth.
To achieve such a growth, it is necessary that you optimize your time and resources. Saving time will have you to deliver good. And, saving resources will help you to streamline your business operation. Along with that, it will also assist you drive your employees in the right direction where they find productive engagements. That may sound easy and simple, but it is a bumpy road with difficult turns.
And, if you are using the same old school methods of managing your database and tracking client with outdated CRM software, it is the time for change. There is an immediate need for you to get a solution that can drive an efficient work process for you. A solution that can save your time with convenience and productivity! Salesforce is the most competent of CRM all alternatives.
SalesforceSalesforce can be considered as the next generation CRM solution with wide array of functionalities. Its open source programming is superiorly compatible to serve the needs of different businesses by offering customization. Automation and regular improvements put it amongst the top CRM platforms.
The automation features of Salesforce reduce more than 80% of your customer relationship management cost. Another benefit of this CRM platform is its pocket friendly pricing. You can spend hundreds and thousands of dollars to build a good relationship with your customer but when it comes to using some tools to do that, Salesforce proves to the utmost affordable price.
To take the best out of this CRM, you can build a portal that feeds countless benefits along in a profoundly convenient manner.
Empower Your Business with Salesforce Powered Self-Care PortalsWe are witnessing the Third Industrial Revolution. And the internet is ushering us to the path of accomplishing everything on clicks and taps. In this era, mastering your customer relationship practice with Salesforce on the World Wide Web can save a lot of your resources, time and efforts. It not only replaces calls and physical meetings with emails or chats but also deciphers your complex data into an easily comprehensive analytics report.
Developing a portal powered with Salesforce boosts your productivity besides a happy customer base where they are happily satisfied with you. These portals let your customers connect with you in a few clicks. Which means, they can seek support and get their queries/issues resolved on the go in the shortest span of time. Now, that is something every customer must looks before opting any service or product.
Salesforce gives you all the liberty to develop your self-care portal on your choice of content management system. Though it also offers a customer portal in its service struction, but it is going to ask you for deep pockets. Moreover, it will come with its preset functionality. But if you get a better option than this then?
AppJetty helps you with useful Salesforce client portal that can work excellently with your WordPress portal. WordPress is one of the most used platform for business websites and it packed with many features. We have made this power-packed platform more powerful with the potential of Salesforce. It can integrate with your Wordpress site and work as an ultimate solution for your business. Let us see what capabilities it holds.
Salesforce Customer Management Portal Making Best Fit with CMSs
WordPress Salesforce Customer Portal PluginWordPress is the first choice of businesses with its simple yet advanced solutions. Salesforce is accordant to develop a portal plugin with the platform that powers more than 30% of internet. It is compatible with the powerful features of WordPress and works outstandingly with it. Just drag, drop and draft whatever you want and go infinite with WordPress to manage your customer relationship.
Salesforce customer portal allows you to manage your day to day customer relationship activities in the easiest, quickest and the most efficient manner. It has the ability to outperform as an adroit solution for all divisions of industries! Whether you are dealing into healthcare products or a hotel owner it goes perfect with all industrial verticals.
WordPress is trusted by more than 30% of the internet. Same way, Salesforces is the first preference of thousands of eCommerce businesses and holds the title of the most popular CRM platforms. A hybrid solution of both will help you to track, prioritize and solve customer support tickets with utmost efficiency. It will make your process rightly productive as well as systematically methodical. So, using both together will deliver an excellent blend of advantages, and will take its usability to the next level.
Customized Web Salesforce PortalsIf you wish to be a free bird and don't want to use any content management system, Salesforce will not upset you either! You can also opt a standalone customized Salesforce Portal that can be created as per your needs. It helps you accomplish all the tasks while bolstering your entire system. Such portals enact with AI and IoT finely to engage your customers profoundly active.
Carrying out a well-thought customer relationship practice can’t be good enough if you lack the well driven process. Salesforce backed self-care portals get you all the tools and everything installed to run a hybrid model of customer relationship exercises.
For instance, if you are working with a WordPress site, Salesforce WordPress Customer Portal will give you all the features for you and customers too. Your customers will be able to manage their relation on the portal itself by raising tickets for their requests. On the other hand, you can also help them by responding to these tickets right on the portal itself.
So, change the colors of your customer relationship’s driving force into green and implant a solution with great quality of support to keep customers happy as well as loyal. It will not only assist you to scale a better growth but will also move you forward in your compaction. Along with this, the benefits are not only for your business, your employees will enjoy working with you. This will encourage them to work harder for your business growth.
What determines the future of your business is the first interaction you have with your client. Either it be via phone, your website, customer portal or in person. If your first interaction with your client is a pleasant one, you are more likely to retain them forever.
Today, with the increasing internet usage, all the businesses are striving to be ubiquitous by harnessing client portals to better serve their customers. When your customers sign in your portal – you give birth to a brand-new relationship with your customers.
Why Is Client Portal A Necessity?
Traditionally, the only way to deliver customer service was through a call or meeting in person. But nowadays, from shopping to healthcare, all the businesses have started using client portals to build deeper connection points with their clients.
The great advantage that comes with a client portal is that it gives clients the freedom to interact with you when and how they want. However, with changing customer expectations and the fast-paced, technology-driven world that we now live in, many businesses are looking at new ways to interact with customers and client portals are an excellent example of this sort of innovation.
With the help of a client portal, you can interact with your clients, share files, discuss, chat, plan, organize and manage tasks and events in a private online environment.
Some Common Client Portal Use Cases:
Client portals allow a streamlined flow of data between customers and employees. There are many ways a business can harness client portal depending upon their industry and purpose of use. Here are some of the most common real-world use cases of a WordPress client portal.
External File Sharing: This is the most common use case of a client portal. Many businesses have a hefty amount of paperwork to deal with. All of it should be in sync and accessible to both client and employees as and when required for everyone. With a client portal, users can upload their files into a structured folder system, like an intranet that is limitless. These functions eradicate the use of the outdated and complicated FTP system.
Project Collaboration: If you are in a business which requires constant feedback and comments from client to work efficiently, a client portal can be a great tool you can harness to make the communication hassle-free. A client portal makes it very easier for both the parties (you and your client) to download, preview or edit the files. This makes life significantly easier for you and your clients, especially if you aren't based in the same place and work remotely.
Knowledge Repository: Customer Knowledge base is the best way to engage your customers and expand your business reach. With the help of a client portal, you can empower your customers and employees to find information regarding any aspect of your business without wasting their precious time traipsing around your office in search of the person with the specific information or document.
Benefits of WordPress Customer Portal:
4 Things A Business Should Consider Before Making the Plunge:
A Client portal can certainly help your business thrive exponentially in today’s rapidly disrupting marketplace. There's not a single client-centric industry that can't benefit from client portals. With a well-managed client portal in place, businesses not only look more tech savvy and professional, but they also showcase a deeper investment in their relationships with clients – and what business isn't interested in that?
However, when it comes to integrating a client portal, there are some things that businesses should take care of before making the plunge:
1. What Do You Need Customer Portal to Do?
Each company has different reasons and requirements for implementing customer portal. For example, if you are a small accountancy firm you will need a customer portal to securely share sensitive documentation with individual clients. However, if you were a giant ecommerce business – you might need a customer portal to deliver great customer service. Hence, it is important to be clear about your goals and objectives before you choose your customer portal.
2. Personalized UX:
In today’s mad rush, personalization is what helps any business to build a good rapport with their end users. Imagine you are skimming through abyss of hundreds of emails piled in your inbox. While skimming, you simply glimpse at the opening of an email.
“Hello There, we are going to launch xyz today!” “Hey here, check out our latest products and deals!” “Hello Aditya, here are some things that you are passionate about!”
Which one from the above three emails you are most likely to open? If you are like the most, you will open the one with your name in it. Hence, it is essential for your portal to deliver personalized user experience to your most valued customers.
3. Consistency Across the Portal:
Along with personalization, customers also expect a consistent experience. The portal should be featuring your logo and work hand in hand with other brand features. According to Kayako's customer service trends report for 2017, 90 percent of customers want a brand to have continuity across all channels. Having said that, because a client portal is like a digital office front, you should make sure it should deliver just as professional and personalized experience as a brick and mortar store.
Hence if you are choosing a client portal for your business, make sure it gives you the freedom of customizing it to deliver consistent user experience.
4. What if I Mess Anything Up?
Mistakes are part of human routine. You can only never make any mistake if you are a robot. As per my guess, you aren’t. So, there might be a time when you mistakenly mess anything up. Then what? Will the software company be there when you really need them? How friendly are they?
“An ounce of prevention is worth a pound of cure.”If you know that the company you are dealing with, will be there when you need them – you won’t be worried even if you mess anything up.
How to Find an Ideal Company for Your Project?
Finding an ideal company to help you in integrating WordPress Customer Portal with your CRM is indeed challenging. It is quite tricky to find an ideal solution that works with all major CRM solutions like Salesforce, SuiteCRM, SugarCRM & Dynamics CRM. You must make sure that the company you are working with, is adroit, techno-smart, and collaborative.
While we have been serving this industry since a decade now – we feel extremely proud to have a privilege of serving the giants of the industry. We believe in offering robust web solutions that has the potential to help you grow your business beyond any limits.
If you are seeking for an ideal WordPress client portal, give us a call and we will be on your marks to help you turn your idea into a blazing reality!
View Source: https://www.appjetty.com/blog/how-wordpress-client-portal-help-business-thrive/
WordPress is one of the most trending and popular content management systems (CMS) and is a platform used by more many websites. If statistics are to be believed, more than half of the population on the internet depends on WordPress. If you are giving a thought to open your website, you are more than likely to fall into the following categories:
1. You wish to run a website but are clueless about the platform used to build it. 2. You already have an inactive website and do not understand as to what needs to be done with it. In both the scenarios given above, WordPress customer portal would be the best platform to serve your needs.
You work does not end with your customers signing in with his account. You cannot forget their existence just like that, can you? To retain the customers, you will have to put in efforts and start a conversation with them. Once they start using the portal, you should check whether they have any service queries or issues related to the portal, also if they are able to easily access their portal and need any other guidance, etc. This will help your customers to approach in case of other grievances in the future.
Educate your Customers Well
You need to be sure that your customers are well aware of the know-how on the customer portal. Involve the customers and teach them on how to upload a file on the portal, add the task or replying to an event – this is essential as the customers could be novice to the idea of a customer portal and need it anyway.
Provide Free Trials
An organization can attain good sales if they provide a free trial to every customer before he goes in for a final purchase. How can you ever pitch a product before the customer has tried it to become familiar with the product? Hence, it becomes crucial to provide a superior trial to every customer so that they get well acquainted with the same.
Provide Various Support Options
Even though you are constantly following up with your customers, you should never leave it at that. You should make sure that you leave no stone unturned for a happy customer experience. You can check on your customers by providing them video tutorials, demos for assistance. You can also email and call them to if they are doing fine with the new software.
Monitor and Evaluate
After making the customers aware of how the portal works, you need to keep a track of how many customers are using your portal and what is the success rate.
Survey and Feedback
After the on-boarding is done and once the customers are well versed with the customer portal, you need to spare some time and report a feedback for the same. The feedback can include what the customers liked as well as disliked about the portal. This will enable you to better your portal in all aspects.
WordPress is as dynamic as the world wide web is. There can’t be a better combination of a blogging platform and CMS together. I have highlighted the above points on how effective the customer portal is with WordPress. The above points can also help in attaining potential customers in future.
For an enterprise business, there must be several third-party business stakeholders. To bring them all on one platform demands a CRM Portal. You may choose to develop one for yourself. Or, look for an agency to do it for you. Both come with cost and time. There’s a third option, look for CRM extensions. But, is it viable for your data security?
An enterprise business having a significant number of partners across the globe is pretty common. A partner portal is an ideal solution for such businesses. It can create a data-sharing platform that provides specific information to the external stakeholders without clutter or data security breaches. It is an ideal method to establish automated communication process and “self-service” mechanism for the end-users of your CRM.
Results of Case Study Published on Sugar
A recent case study published on SugarCRM Blog shared a story of a Construction & Engineering giant. On an average, their staff spent about 20 hours per person every week to manage the communications with their suppliers. They integrated their Accounting programs and customized the SugarCRM modules. Further, they built specialty Portals for sub-contractors and internal departments. Results? 30% increase in project management efficiency, streamlined resource-sharing and reduced time for meetings.
Possible size of the Partner Network for an enterprise and the current scenario of how they communicate with your business, and the business processes:
Before We Get on to Data-Security
Usually, even with the current technology, having the Sugar deployment and everything else, the communication follows the traditional way. Emails, Phone calls, even WhatsApp at times is the standard interface for this Partner-Employee communication.
This method is time-consuming and oftentimes redundant. The critical challenge is due to “not having” a gateway. The end-user of the CRM - your external stakeholder does not have access to your CRM through a secure channel. A SugarCRM Partner Portal could be the fix of this issue. And, that does not even spike a debate similar to whether companies have CRM or not. Absolutely elementary stuff!
So Coming Back Now to Deployment…
Taking matters at hand is heroic. The technology changes, so does the CRM integration challenges, and you would require to work with them while you focus on your core business expertise.
Honestly, if you find a technology-partner with right skill-set, it isn’t really a pickle you are in. Earlier option certainly is. However, this would still require some of your time in Project Management, and vetting the resources. Once you are through that stage, an agency like ours would require a decent amount of time to get through the development of your SugarCRM Partner Portal.
Deployment with CRM Extensions
For starters, we also have an extension to build a SugarCRM Partner Portal. The method of this integration is rather similar to what you did when you deployed Sugar. You integrated the CRM with your website for the CRM to fetch the data.
So Where does the Security Breach come?
Some extensions carry the code of analytics to track the hits, users, etc. Here, the extension is sharing partial data from your CRM to the third-party analytics platform.
AppJetty - SugarCRM Customer Portal
Do not be off by the name. Our SugarCRM Customer Portal can be used for any use case of your integration from CRM to the CRM Portal. Our architecture simply connects your CRM with the CMS or custom admin of the Portal. It is a bridge with anonymity to ensure that there is no leakage of data due to this integration.
So, any possible breach of this data can only trigger from your setup - that I believe you would be in control to take care of.
Some Other Features You Should Know About...
Beyond this, you may or may not wish to have customization to the modules or the portals. If you do, (we can brag) we can certainly do it for you.
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“Customer engagement,” is an important aspect to keep a business running. It depends on how well you handle a customer, how swiftly his queries are resolved as well as how little he waits for his service request to be answered. Unfortunately, these stories do not glorify your forte in offering customer services. We live in an era wherein customers want the solutions to their problems on fingertips. And that too, while on the move.
Also, with the obsession of internet growing over the years, customers like to keep connected to their favorite brands through the same. Now, let us say you desire something that can help you enhance your outreach and help the customers to find answers to their issues. A customer portal can be an ideal solution to end your search.
Why Does Your Business Require Customer Portal?
In the disruptive marketplace, every customer is looking for ways to stay connected and up-to-date. With the advent of internet and smartphones, the world has become smaller. Every information is available on the fingertips.
Every industry ranging from automobiles to healthcare to insurance and shopping find connecting with their customers beneficial. And how do they do this? It’s simple – they have provided tools that can enable customers to interact with the companies that they want whenever they want. An online customer portal brings all of your self-service support options into one easy-to-use location.
Integrating CRM with Customer Portal
CRM demands that you record every communication that you have with prospects and regular customers. Using CRM with customer portal, you can have access to check who has entered the portal as well as his activities. This helps enrich the data collected about each person. A CRM portal is a way in which non-CRM users can be a part of it.
This allows them get information from the company whenever they desire. an efficient way, regardless of the time of the day. Depending on the different CRM you are using, there are various customer portals available in the market.
How Does a Customer Portal Bridge the Gap Between the Business and Customers?
Exceptional Customer Service
Every customer you come across needs a special pampering. They want you to treat them different from the rest - be it an enhanced accessibility, ease of using the portal, personalized content etc. Using SuiteCRM self service portal, you can provide them with options like access to their portal on the go, navigate the portal on their own. This is sure to enhance their user experience.
Build Brand Loyalty
The SuiteCRM customer portal not only helps the customers to look after information, but also assists them to remain closely connected to their brand. This culminates a sense of brand awareness in their minds. Brand loyalty calls for increase in sales and referrals.
Automating Business Communication
The entire world is racing towards digitalization – thanks to smartphones and internet. Digitalization in retail can bring enormous benefits like global accessibility, very petty or zero human errors etc. Customer portal plays a major role in automating every business process.
Get insight for Target Audience
Customer portal can help organizations in gaining insights about customers. This can include how their purchase behavior is, what product interests them, communication pattern etc. The customer portal can help in achieving the details of the customer behavior. These insights can be used in framing business strategies.
We thrive in the DIY generation and hence, adapting to customer portals can render great benefits. But before you choose one, you must jolt down the purposes you expect it to serve. We hope that you choose the best for your business!
Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc.