5 Key Features of Web Portal Solutions - PowerPoint PPT Presentation

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5 Key Features of Web Portal Solutions

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While opting for custom web portal development, make sure it has an interactive dashboard, smart reporting, tracking, knowledge base, business logic, etc. – PowerPoint PPT presentation

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Title: 5 Key Features of Web Portal Solutions


1
5 Key Features of Web Portal Solutions If you
visit a website as a customer, you might have
come across several ways to resolve a query.
Sometimes it might be directing you to the FAQ
page other times, it might be about sending
emails to a customer support team. All this can
be overwhelming, considering there are several
approaches for a single query.
In e-businesses, it's necessary to have an
efficient and proper workflow for customer
interaction. And also, you won't like to receive
all your orders, queries, feedback, and
services-related emails on one email id.
The best solution is to have a web portal. It
helps you get out of this chaotic mess. It's a
single solution for all the customer queries and
their order management.
When you consider web portal solutions, make sure
it addresses the customer problems. A custom web
portal development can make all the difference.
sales_at_crmjetty.com
2
So, if you're planning to build a web portal,
make sure it's custom developed. But don't
forget to add these features
1. Interactive Dashboard It's the first thing
that customers view on logging in to the portal.
Thus, it's wise that a dashboard provides a quick
overview of all the essential things. Data
categorization based on major tasks and activity
history would also make it convenient.
Make sure that the dashboard provides a quick
summary of all the data in simple visual
representation. Avoid using complex hierarchies
while presenting the data. Also, the dashboard
should be tidy and clean. Everything should be
organized systematically. Don't forget to avoid
lengthy messages on the front page of the portal.
Lengthy messages will only distract customers
from important tasks.
sales_at_crmjetty.com
3
2. Data Tracking We need tracking for orders,
shipments, or support tickets. It's an integral
part of customer service. It makes it convenient
for customers to know about their things or
ticket status. And thus, you should include it
in customer portals.
With tracking, customers can know about their
support tickets and appointments. They can also
send messages related to due tasks via email.
Overall, the experience will make them feel like
they are the priority.
The tracking feature will help them plan their
schedule for the next tasks.
3. Multi-Device Accessibility Nowadays, customers
need mobility. They want to shop and access
everything while on the go. The same rule applies
to businesses. As an admin, you can't afford to
stick to the desk managing orders and
sales_at_crmjetty.com
4
tracking the sales. You need a solution that you
can access from your mobile phone and so can your
customers. Hence, web portal solutions must be
mobile responsive.
While developing one, make sure it supports
various devices such as laptops, smartphones,
tablets, iPads, etc.
4. Knowledge Repository The best way of customer
support is to provide an extensive knowledge
base which customers can refer to solve their
queries on themselves.
When we talk about the knowledge base, it means
FAQs, how-to guides, articles, videos, manuals,
and other formats that can assist customers in
resolving a query.
So, ask your web portal development to include a
knowledge repository where you can add all the
resources.
sales_at_crmjetty.com
5
5. Business Logic When you choose a readily
available solution, the business logic is
pre-defined. You can't customize it according to
your business requirements. To some extent, it
may be according to your needs, but you can't be
sure that it would satisfy you in the long run.
However, if you go for custom development, you'll
have all the control over development. You can
get it custom-built from scratch according to
your business logic. Also, you can add activities
and custom features based on users' requirements.
Lastly, Integrate a smart reporting feature. It
will give you an overall idea of the business
process and sales.
In short, a web portal should be scalable. It
should support customer requirements and make
their tasks easy.
sales_at_crmjetty.com
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