Most Effective Customer Portal Features

Most Effective Customer Portal Features to Boost Leads and Sales: Salesforce CRM, Suite CRM, Zendesk, Sugar CRM

Do you have customer portal? If yes then does your portal has most effective customer portal features?

Customer Portals have become an essential need of businesses. They are helping a lot in managing the customer requests, feedback and respond to valuable customers. It helps them to entertain their customers in a better and interactive way which is also leading to increased productivity of internal teams.

Customer portals are even self service which collects the information from customer and process it and present the result based on intelligent algorithms.

CRM and other tools are providing highly interactive portals out of the box which is really easy to use, manage and set up quickly. In this blog post we’ll highlight the most effective customer portal features that are must to have for business to run portals successfully.

Effective Customer Portal (Customer Relationship Manager Tool) Features:

Robust Security:

A market-demonstrated online client entrance ought to furnish your association with various, adaptable degrees of validation and security. This will assist you with characterizing how your clients will get to data and how they are perceived. Your client data entrance ought to incorporate the accompanying security and confirmation highlights. When the client signs in, you can furnish them with an altered dashboard and all their customized impacts. Give your clients a protected sign in as a fundamental capacity, at that point you can make it one stride further by furnishing them with social sign on incorporations.

Team Discussions:

You can save time from getting sorted out long email chains and effectively link with your customers by offering ongoing discussions from inside your customer portal all things being equal. Also, likewise, when sharing data, you can add remarks and post conversations for the remainder of your clients to see and give criticism, while individuals that have been away can flawlessly look up some other time on.

Knowledge Base Existence:

Most clients today really like to address their issues all alone as opposed to chatting with the help group, which is the reason they use gateways. With the information base area in web portals things go above and beyond. They can undoubtedly go on the web, look for their issues, and read related articles to address them. This will assist them with staying away from pointless to and fro with the help group. Also, then again, it will even assistance your help group to serve clients better and work all the more productively.


Discussions are the new spot for clients and organizations to associate. Presently, you can give a gathering in your client web portal itself. This will allow your clients to associate with one another just as with your business. You can even give them extraordinary limits, advise them first on the discussion stage, share rebate coupons, or do giveaways, share how-to articles, recordings, and so forth. Having such administrations accessible will make your entryway bound to be utilized.

Search Utility:

On the off chance that you are utilizing your client online interface to teach clients, you should make it as simple as workable for them to get to the data they need.

In this manner, you need a compelling pursuit device. The most ideal choice would be an searching utility that files all online substances, and not simply the substance you give by means of the gateway. Along these lines, clients can look through the entire web to discover the appropriate response they need by means of your portal.

See how Sugar CRM and Salesforce CRM are facilitating with customer portals

Do you need any suggestion or recommendation with portals? Connect with our certified professionals for free consultancy


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