Custom Web Portal in CRM- Bridge the Gap between Your Customers & Employees
By Amer Wilson
Web Portals are extremely beneficial in forming lifelong relationships with your customers. CRM is for your employees, Portal is for your customers. Customers are not concerned with the CRM your business has deployed; it means nothing to them. However, they very much care about a portal where they can log in and get the information they are looking for. But first let’s briefly define what a portal is and then look at the benefits it offers to customers.
What is a web portal?
People often consider a website and a web portal to be the same thing. Although both are strongly linked together but in reality, they are two separate entities. A portal combines and consolidates information from multiple sources into a single user interface, allowing users to find relevant information with ease and also connect with other users. An example of a popular portal which we could all relate to is Facebook.
Benefits of a Web Portal for your Business
1. Convenience for Customers
As a self-service portal, customers can simply log in with their username and password to place online orders, make payments, view billing history, generate complaints,track their status etc. They no longer need to call or email salespeople to get detailed information about products or customer support staff to get their issues resolved. This provides convenience to customers and enhances the productivity and efficiency of your employees. Moreover, this also results in reduced costs for a company by making client servicing processes more automated.
2. Create a loyal community of customers
Positive word of mouth can do wonders for your company. Portals usually have a section where customers can interact with each other, share their views and express their opinions. Positive reviews coming from customers will boost the confidence of other customers who are ambivalent about making the final purchase decision.
3. Personalize Customer Experience
Portal keeps track of products viewed by customers in the past and based on previous purchase history, recommends products that are of interest and relevance. They also engage customers using loyalty points and other offers. Customers feel valued when provided with a personalized experience and are more likely to stick to your brand rather than switching to competitors’.
Our expertise at developing portals
It has become highly essential for businesses to give their customers a platform where they can serve themselves. Over the years, we have developed numerous portals for our clients from diverse industry verticals. Let’s walk you through one such portal which we designed for a management consulting firm MetaOps.
Company Profile: MetaOps is a business management consulting firm located in Livonia. It specializes in providing, on a short-term contract basis, the most Difficult-to-Find ‘Top Talent’ resources on the planet. These men and women, located around the world and often available on just a few days’ notice, are experts in almost every form of ‘Business Process Improvement’ and ‘Operational Excellence’ there is, in every industry one can imagine.
Custom Portal: A user friendly and easy to navigate custom portal was built which allowed individuals to make a profile, upload photo and the relevant documents, attach references and schedule a screening interview. An automatic mail was sent to users who signed up. Dashboard listed all the sections and showed which had been completed.
Need Help in developing your very own Portal?
If you are interested in developing your own web portal but can’t figure out how to take the first step, you can schedule a FREE consultation session with our web designers. Reach out to us here.