Help Your Customers with a Salesforce Customer Portal

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Help Your Customers with a Salesforce Customer
Portal
Not every customer prefers interaction with
customer support representatives. Some even wish
never to call the team and ask for updates,
support, or any other reasons. For them, calls,
live chats, texts, and customer support are like
stepping out of their comfort zone. And that's
not the kind of dissatisfaction you would want
for your customers. However, you can't make
everyone happy. But you can always try your best
by providing better customer service through a
customer portal. Even the stats say that 75 of
customers prefer a self-service system to be more
convenient than talking to a representative.
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Opting for a portal will not only benefit your
customers, but even you will be at an advantage.
By providing customers with a Salesforce
customer portal, you can free your
representatives of repetitive, unproductive
tasks. Instead, they can focus on pressing
services. Also, fewer support requests mean less
investment in training the customer support
team. Besides, it will help you bring more
customers, thereby increasing your page
authority. Last but not least, you can give back
to your customers by educating them to
understand your product and technology at a
larger front. Portal is the right solution. Yet,
there's a far more difference between empowering
customers to find their solution and providing
them with a tool to track answers. A useful
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• customer portal is a multichannel solution that
  offers customers detailed information. There are
  several factors that together build the bridge.
  Learn what they are, to provide your customers
  with superior support.
• Omnichannel Support
• As of 2019, 51.5 of customers rely on mobile
  devices for accessing the internet over a
  desktop. Based on this number, do you think it
  would be wise to make customers access the
  portal via desktop? Certainly, not.
• Show them you genuinely care for them by adopting
  a Salesforce customer portal that's compatible
  with multiple devices.
• Let them log in via a mobile phone or a desktop.
  Give them the privilege of anywhere anytime with
  responsive web pages or native apps.
• Knowledge Base
• Often, customers have more questions that a mass
  email can answer. Consider providing your
  customers with a pool of knowledge. It can be
  FAQs, informational blogs, trending topics, how
  to guides and articles, documentation, or more.

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• Discussion forums or online groups would also
  help customers find solutions together. It would
  help them learn and grow, further reducing the
  dependency on your support team. Instead, as the
  business grows, these forums can act as a
  community of a support team. You won't need to
  invest in it.
• Coming back, I would suggest going with a
  Salesforce customer portal. Because it easily
  integrates with WordPress, the king of CMS.
  Besides, you can create forums and discussion
  groups for your customers.
• Accessibility
• The last thing a customer wants to deal with (if
  unavoidable) is technical complexity. They look
  for easy to use functions, like a single click
  to land on the blog page, a few steps to view
  history. If your customers can't access the
  knowledge base or other features seamlessly,
  they may abandon the portal. And it may affect
  your business directly or indirectly. Because
  losing even one customer is a huge loss in the
  long run.
• An effective portal will ensure that you and your
  customers don't have to deal with complexities.
  They integrate with different solutions and are
  easy to use.

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• Customization
• Every customer is a designer in their own way.
  They often look to customize their spaces. It
  can be as easy as turning the app to dark mode,
  adding custom background wallpapers, or
  personalizing the screen's look using available
  templates.
• When it comes to portals, many businesses prefer
  open source. It's not a bad idea. By customizing
  the code, it's possible to change the layout of
  the portal window. However, that's more of an
  advantage for technical people. As a general
  user, your customer may find it difficult or
  impossible to create the attractive portal.
  However, a simple drag and drop with templates
  would help them customize the portal quickly.
• Data Security
• Businesses often look for solutions that are safe
  and secure because it would be catastrophic if
  customer information and business critical
  information leaks. A plugin that integrates with
  CRM and CMS but doesn't store the data of your
  customers is exactly what you need!

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Salesforce Customer Portal is precisely what you
want. It doesn't store or fetch the data to the
providers' database. It merely integrates and
acts as an interface to access the data. In a
Nutshell Customer behavior has changed, and also
the business process. Turning towards portals is
not an option anymore. Instead, it's a
necessity. Only an effective portal that implies
with factors mentioned above can yield you
results!
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