6 Integral Features To Make Your Web Portal a Success

1
6 Integral Features To Make Your Web Portal a
Success
sales_at_crmjetty.com
When you visit any website as a customer, you
must have come across several statements like
below To submit any product related query, you
can contact our support team on this email
id. If you need any additional information
about our product, you can check out the FAQs
page.
www.crmjetty.com
2
sales_at_crmjetty.com
Our support staff operates between business
hours only. In such scenarios, you might have
felt overwhelmed. Because there were a number of
ways to contact for a single query. In
e-business when it comes to customer
interaction, it is important to have an efficient
and proper flow that helps the user navigate
your e- store. And I am sure that you dont want
all the product, contact, services, and other
new queries being flooded on single email
id. The best solution for this problem is web
customer portals. The portals help you to get
rid of this chaotic jumble. They are the single
click destination for all types of customer
queries. When you consider any of the web portal
solutions for your business, it becomes
important to solve the real-life problems of
your customers exclusive to your industry and
build the portal around it only.
www.crmjetty.com
3
sales_at_crmjetty.com
And we promise you, a custom made portal can and
will make all the difference! If you are also
considering web customer portal for your
business, then its going to be one of the best
decisions you ever made. But make sure to
include below mentioned essential features in
it Interactive Dashboards A dashboard is the
first thing that your customer will see after
logging in the portal. So, it is wise to provide
a quick recap of all the important things right
on the dashboard. You can also categorize the
major tasks according to their activity history
display them for convenience. One more thing,
when you integrate a dashboard into the portal,
make sure that you dont end up making a
complicated hierarchy which might perplex the
user. A dashboard means a quick summary of all
the important tasks with a simple visual
representation.
www.crmjetty.com
4
sales_at_crmjetty.com

• Therefore, ensure that you include the following
  things to your dashboard functionalities
• List the overdue and urgent tasks that need
  important actions
• Ability to mark the tasks as complete or resolve
  them
• Provide quick links of routine tasks and content
• Additionally, make sure that your dashboard looks
  tidy and clean. Try to avoid displaying lengthy
  messages and content at the front door of your
  portal. It might distract your customers from
  more important tasks.
• Tracking
• We all know the importance of tracking. Whether
  its about tracking orders, shipments or support
  tickets, it is an integral part of customer
  service.
• Providing them with the ability to track their
  things or tickets, adds positively to their
  experience. Hence it becomes necessary with
  customer portals as well, to provide them with
  updates about their support tickets or
  appointments.

www.crmjetty.com
5
sales_at_crmjetty.com
It is all about making your customers feel like
they are your priority when they interact with
you through portals. By proving tracking
functions, your customers would be able to track
their status updates in no time. You can even
send them important messages of due tasks and
other things via email. And then they will be
able to plan their schedules for the next tasks
to organize their workflow. Self
Service According to a study by Salesforce, 89
percent of millennials use a search engine to
find answers before making a call to get
customer service. And not only millennials but
each of us is obsessed with mobile phones and
technology. As a result of it, we expect fast
results from all the business brands we interact
with. But when it comes to providing support,
the best way of improving customer experience is
to provide essential support through knowledge
base and
www.crmjetty.com
6
sales_at_crmjetty.com
resources. And minimal direct interaction.
Currently, they might have to contact the support
team when they face any inconvenience during the
installation or usage of your product. But with
exhaustive knowledge resources, they get one
type of freedom. They can freely lookout for the
queries they have regarding the product and can
solve them to some extent by themselves. This
way, the burden of your support team gets
decreased and they can invest the time in more
productive work. Multi-Device Accessibility It
is simple. Todays workforce needs mobility. They
cannot afford to stick to their desk for the
whole day as they need to manage other
activities simultaneously. They should be able
to access their data from their phones to handle
critical business communications from anywhere
and at any time. After all mobile responsiveness
is a number one priority for almost each and
every industry in order to improve customer
interaction.
www.crmjetty.com
7
sales_at_crmjetty.com
The same way the portal that you will build
should also support the other frequently used
devices like smartphones, laptops, tablets, iPad
and so on. Business Logic If you opt to buy a
readymade portal solution available in the
market, the overall workflow will be
pre-decided. Whereas, when you have a diverse
business flow and want the portal to blend with
your business logic then you might need
customization in the readymade portal. But when
you go for the custom portal development, you
have all the control over the build and
application of the product. You can get it made
from scratch according to your business logic
and add a streamlined flow of activities which is
crafted according to your users'
requirements. Reporting For most of the
vendors, this feature is the key functionality
that is a must.
www.crmjetty.com
8
sales_at_crmjetty.com
To implement a comprehensive business process
which is well organized, it is important for
organizations to provide effective reporting and
analysis reports to their customers. There
should be an option available for your account
holders to create interactive reports which give
them an idea about the current business affairs
and their interactions. In a Nutshell Web portal
development is a widespread phenomenon and when
getting a custom web portal developed it will
vary from industry to industry and business
logic. What matters the most is to make a
scalable web customer portal that supports your
customer requirements and makes their tasks easy.
www.crmjetty.com
9
sales_at_crmjetty.com
Ultimately it makes your business grow. Do you
want to create your own custom web customer
portal? Get in touch with us today and we would
be happy to assist! View Source
https//www.crmjetty.com/blog/features-web-
portal-success/
www.crmjetty.com