For any business, their customers are their top priority. Making sure they get the right information at the right time to convert them into customers is very important. This generally means some of your staf will constantly have to work on client management, doing tasks that are mostly repetitive.
However, there are tools available now that can do just that. CRM customer portals take the hassle out of repetitive tasks and making the process more efcient. Customer portal bridges the gap between the business and the customer with its robust functionalities. It also means that you can fulfll your customers’ basic requirements at all hours of the day without a staf that works at all hours of the day. Additionally, with a good customer portal development company, you can have a customized customer portal which works according to your business fows & operations. Here are 4 scenarios where you can simplify your business operations with a CRM customer portal: Data Management Scenario: You manage your critical customer data in CRM and your web data in a CMS. Ideally, you capture leads from your websites and then
transfer that data to your CRM by adding them as leads. And then you nurture them to turn into customers and once they are your customers you will have to manage all the transactions between you & your customers. Now, this is where it gets tricky. It can be a bit overwhelming to manage customer data and related transactions of so many customers. And also providing customer services when required. Solution: Customer portal extends the functionality of CRM and creates CMS based portal giving necessary CRM access to your customers. This portal allows provides an aggregated view of your customer data helping in you making informed decisions. Customer Support: Scenario: In the current digital era, customers tend to want a quick fx when it comes to solving their queries. They don’t want to spend time sorting it out over an email thread or phone call. This increases the time you take to provide a solution, which is never a good thing. Solution: They can also fnd a solution from the knowledge base, which they can access any time for a customer portal. If the customer is not satisfed with the solution, they can raise a ticket. In this way with the ticketing system, a portal reduces the possibility of a delayed solution and the chance of miscommunication that can happen over emails. Some customer portals can also come with a live chat option, where a user can communicate with the team 24*7 to get an answer immediately. Cost: Scenario: Every business wants better proft margins against optimal investment. And to make that happen, deciding where to cut the cost can become a major obstacle for any organization. There are some departments that can use automation to reduce the costs massively. One such department is the sales department. Adding automation for customer support in the sales department can help your team focus more on the bigger picture. Solution: Instead of hiring a bunch of professionals to handle as simple as support tickets can be a bit expensive. With a CRM customer portal, your customers can easily fnd their way around. And such a portal will also have ticketing system automating the process to some extent. This way, you can cut down on hiring and training costs. A customer portal solutions is also an added bonus in terms of the additional tasks it can handle. Data Security: Scenario: When you have customer data in your CRM, it is crucial that that data remains safe. So how do you give your customers secure access to your
CRM so that they can solve their questions promptly? Solution: You can provide your customers with the login of a CRM customer portal, which gives each customer private, encrypted access to the CRM in order to see their own data. They can use this secure login into your CRM to modify personal details in your CRM, as well as keep track of their orders and invoices. Conclusion: These are just some of the scenarios where you can beneft from having a customer portal solution for your ecommerce store. You can easily fnd a customer portal development company which can customize a portal for your store and it would make your life much easier.