What is customer portal?
Table of Contents
What is customer portal?
A customer portal is a website designed to give current customers access to services and information they need. Essentially, a customer portal is a digital sharing mechanism and information center between a company or organization and its customers.
What are the features of customer portal?
Customer Portal Features
- Secure 24/7 self-service from desktop and mobile devices.
- Order placement and management.
- Ability to customise and add your own company branding.
- Access to statements and online payments.
- Support for multi-currency and high load volumes.
- Easy to embed into company websites.
- Credit memos and deliveries.
How do you build a customer portal?
How to create a customer portal on your website
- Step 1: Initial setup.
- Step 2: Configure and customize.
- Step 3: Enable the submit ticket and chat options.
- Step 4: Manage content.
- Step 5: Integrate the portal into your website.
Why customer portal is important in business?
With the help of a customer portal, they may be able to log into their account, see relevant information such policies and invoices, review past deliveries and orders, and adjust options to make your service suit their needs better.
Why you need a client portal?
A client portal is essentially an electronic gateway allowing companies to securely share information and data with clients via the Internet. The great advantage of having a client portal is that it gives clients the freedom to interact with you when and how they want.
What makes a good online portal?
A good portal satisfies a number of different types of users by providing a thoughtful, easy to search and easy to navigate set of information in a variety of formats. A good portal provides documentation, videos, blog entries, and forum posts and serves them in a simple and effective fashion.
What are the benefits of a portal?
Benefits of client portals
- Collaboration. You can provide your clients and partners with personalised and specific pieces of information that may be useful to them.
- Accessibility.
- Present customised content.
- Connected devices.
- Better communication.
- Builds customer loyalty.
- Improved customer service.
- Increased productivity.
What are the types of portals?
Web Portals: Key Facts and Popular Types of Portals
- B2C portal.
- B2B portal.
- Service portal.
- Partner portal.
- Community portal.
- Learning portal.
What is difference between portal and website?
Websites are for driving traffic, whereas web portals are for limiting traffic to a specific group of users. Most web portals require a user to log in, which allows the site to deliver more specific content and services based on who that user is. Portals can have anonymous public pages, as well as personalized access.
How do you use a client portal?
How does Client Portal fit within your workflow?
- Create your portal. When you get a new project, you create a new portal for your client.
- Give your clients access. Then give your client a link to their portal, along with their unique log in information.
- Update as you go.
What is an example of a portal?
Some major general portals include Yahoo, Excite, Netscape, Lycos, CNET, Microsoft Network, and America Online’s AOL.com. Examples of niche portals include Garden.com (for gardeners), Fool.com (for investors), and SearchNetworking.com (for network administrators).