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 These functions eradicate the use of the outdated and complicated FTP system.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!
Business owners love two words the most. “Customer” and “Loyalty”. If you have loyal customers, they will definitely prefer to do business with you and spread the word about your business helping you to grow. But in order to create customer loyalty, you need to do something substantial.
A study by ClickFox revealed that the best way to build customer loyalty is by providing exceptional customer service. But it is difficult to respond to maintain superior quality services when you have to send emails through Outlook, keep a record of sent emails in excel sheets and keep updates of customer feedbacks. And this is where CRM comes into the picture. A Customer Relationship Management Software enables you and your customers to organize, manage and respond to customer requests at the right time.
There are one-click reports that offer you with insights about unanswered emails, response times and enables you to send instant replies to important customers.
So how does a Customer Relationship Software work? What are the advantages of using it? Let us take a look.
1. Respond proactively to customer requests
Not all customers expect you to come up with the solutions to their problems immediately. But they do expect acknowledgement of you having received their queries. A certain Customer Service Benchmark report had revealed that only 10% companies make use of automated responses. A SugarCRM software can help you to send automated responses for every customer request and let them know that you have received their ticket and that you will be providing them with the solution at the earliest.
The best part is that an automated response as such can be customized according to your needs. You can add include customer ticket number, customer support availability and a link to Frequently Asked Questions. Sometimes these help links also lead your customers to resolving issues independently resulting into lesser number of tickets to be resolved.
2. Send customer requests to the right person at the right time
Sometimes when the customer request is received, it passes through several staff members. Everyone guides the customers and provides them information about the person responsible for resolving a particular issue. Sometimes, it also gets too late for the problem to be resolved. These issues can create a bad impression of your company.
A SuiteCRM software is created in such a way that you can route the request to a particular person at the right time. These requests are further directed to team members and they get to see the entire customer profile along with the problems defined by them; leading them to resolve the issues immediately.
Emails to different departments can be directed to their respective addresses. For eg. There can be an email address created specifically for the accounting team – email@example.com and it can be configured in such a way that the emails with the word “bills” “billing” and “payment” gets sent to your accounting team.
3. Keep track of your customer service efforts
The days of using outdated excel spreadsheets are a passé. If the CEO of your company asks you to provide reports about how the customer service team is working, you possibly can’t show the spreadsheets. A CRM software helps you to keep all the customer requests and responses provided in one place. As these queries and responses are well-arranged and managed, you can easily create customer reports providing the details about the performance of your sales team.
All you need to do is just click on report creation and you will be able to see customer service reports displaying trends of performance along with the areas of improvement.
4. Offer 24/7 Customer Support
You possibly can’t be proactively available for your customers 24/7. And you also might not have financial capacity to invest in a customer support team that works round the clock. Through a CRM, you can provide your customers with a self-service customer portal. It enables your customers to resolve minor issues on their own.
All you need to create a customer center so that your customers can log in, look at the request history, write down their queries and search for FAQ’s anytime they want. This facility makes your customers feel that they are being heard and can receive support whenever they want.
5. Keep customer information centralized
Customers do not have the patience to wait until you try to fetch out all the information about them from your humongous records. A 2013 Survey conducted by Accenture had proved that being “Kept on hold” was one of the biggest frustrations faced by the customers. It ranked above “dealing with rude customer executives.”
One of the biggest reasons why a customer is kept on hold is – the customer support executive is trying to find out customer details including account information, profile communication history and complains. In case this information is available, what follows is a parade of questions.
A superior quality CRM keeps a check on all your interactions provides with a detailed profile of customers and gives a complete access to the sales and support team. Even if the responsible sales team member is unavailable, You can also get sales, marketing and service information in the absence of a particular sales manager so that you can provide customer service in their absence.
6. Prioritize customer requests
If you want to handle customer request in the right way, prioritizing them is very important. Be it a small business or a huge one, you must know how to bifurcate between new customers and old ones by prioritizing their requirements. You need to know who is a regular customer, who is a huge spender and who is an acquaintance.
Thereafter, you can prioritize customer requests and create notification alerts. This way, if you do not create notification alerts, it will jump the queue and prioritize tasks for the important customers.
7. Stitch in time
Accomplishing tasks swiftly and smoothly is very important if you want to provide good quality customer service. With the help of a CRM, you can use readymade email support templates and upload them. This saves a lot of time making you respond to your customers at the right time.
There is no need for you to type the terms and conditions and upload documents each time while responding to general inquiries. You can make the most out of the templates within the CRM and take care of the fact that your responses are apt, informative and written using the right tone.
CRM is a centralized hub of all your customer data and provides you with automated processes enabling you to deal with your customers in a better way. No need to spend hours after fetching customer data or sending emails! With the help of CRM, you can focus more on generating leads and retaining them. Awesome customer service and lesser efforts. If you like this combination, it’s time to invest into a CRM system right away!
Reduce operational costs and improve customer satisfaction by empowering customers to get online support, manage appointments, get their complaints addressed & access up-to-date transaction history.
Compelling Benefits, Robust Framework
Facilitate Streamlined Data & Process ManagementOur Customer Portal gives you a feature rich system that facilitate streamlined data and process management for all your customers. Enhanced Support
Industry ApplicationsGet flexible technology framework options to create your own customer portal depending on your existing platform or industry. Given below are some possible industry applications.
Offline Retail & EcommerceCustomer centric business processes is one of the key success factors in the retail industry be it offline retail or online retail. With our customer portal you can provide your customers options for order tracking, managing returns, post complains, provide product feedback, access FAQs, access shipping, return and refund policies and whole lot more.
Public and Private Educational InstitutionsEducational institutions can use our portal to provide better service and grievance redressal system for their students and parents. If you are in the education industry, you can create separate or combined portals for students and parents and provide timely class/exam/fee related updates, manage student/parent queries, fix up appointment for parent meetings, reach out to interested parents, etc.
Banks & Financial Service ProvidersBFSI is another industry where customer service is a major determinant of business profitability. With our portal solution your customers can get all their grievances addressed much faster, get relevant information for opening various accounts and maintaining them, get all the information about various financial products, track their transaction history, etc.
Real Estate Developers & MarketersReal estate industry is heavily dependent on exchange of confidential information with customers. Our portal can be a great way to do this. Create an online hub for all confidential customer documents, provide property development updates, track EMI payments and pending installments, offer discounts and promote promotions schemes – all can be done securely with our Customer Portal solution.
Travel Agents & Tour OrganizersTravel agents and tour operators can manage all communication with their customers easily and securely with our Customer Portal. Manage customer queries during the entire service lifecycle, provide tour itineraries and updates (change in schedule), manage payment details, handle special customer requests, upsell, cross sell products, etc.
CRM Customer Portal
SugarCRM – WordPress Customer PortalAppJetty’s SugarCRM WordPress customer portal provides a self service customer portal to your customers by integrating WordPress and SugarCRM. As WordPress users, your customers will get a dedicated dashboard in the portal and can update all their data and get access to relevant data of accounts, leads, contacts, meetings, calls, cases, etc from your SugarCRM system.
SugarCRM Drupal Customer PortalWe have combined SugarCRM and Drupal so that you can boost your reach to customers and have a perfect customer management experience. Through our SugarCRM Drupal customer portal, your marketing and support team will be able to support the customers in the best possible way.
SugarCRM Joomla Customer PortalJoomla, a robust open source CMS and SugarCRM, one of the leading CRMs have been perfectly combined by us to provide you with a perfect customer portal. Drive the uncertainties of your customers away by adding this portal to your store.
SugarPort – Customer Portal for SugarCRMSugarPort – Customer Portal for SugarCRM is a self service customer portal solution that uses a php based front end framework and SugarCRM as the backend system powering the portal and all its data. As portal users, your customers will get a dedicated dashboard and can get access to and update all relevant data of accounts, leads, contacts, meetings, calls, cases, etc from your SugarCRM system. It will simplify and reduce your task of communicating with your customers through other means.
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.