Portal: Your Perfect Business Partner

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Portal Your Perfect Business Partner
Customers, the one and only boss for any
business. As an owner of a company you will have
many responsibilities. But, interacting with
customers is crucial. Simultaneously, it is
difficult to handle complex situations which
involve various roles, obstacles and different
processes. With the help of CRM technology, you
can streamline your business operations and
customer interaction. CRM software helps you
organize your business operations as it stores
and provides all necessary customer details on
time. But, when it comes to managing real time
queries of customers, CRM needs a solution that
can work seamlessly. During such time, WordPress
client portal comes to our rescue. It fulfills
the gap and easily integrates with your
CRM. So, what is a portal? Let's put it simply,
it's a connection between you and your
customers. It is a role-based authorization. On
the basis of this authorization your customers
can have easy access to CRMs data whenever they
want and can reach out to you in
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• just a few simple steps. This even makes it easy
  for your sales team to provide real time
  solutions.
• Before we begin bombarding you with benefits of
  client portals, let's understand challenges you
  will encounter if you are not using customer
  portals.
• Ticket generation
• Generation of thousands of tickets is one of the
  most common issues companies face when they are
  in constant touch with customers.
• For example, you own an eCommerce business and
  your customers have different types of questions
  which your FAQs can not answer. In such a
  scenario they reach out to your support staff.
• This in turn keeps your support team on their
  toes round the clock and decreases productivity.
  In a longer time, such things might affect your
  business as well.
• Spending more time on field, phones and emails
• Providing customer service is the most difficult
  yet important part of business. At same time it
  is also very time consuming. Your support team
  will have to answer

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• thousands of requests over phones and calls to
  understand clients issues and provide
  solutions. A back and forth of emails is
  nightmarish to everyone who works in support.
• Sometimes they also need to go on the field and
  get a clear picture on the problem. Your
  customers might also have to come to your office
  and all these things consume lots of time.
• Security Threat
• Data is the oil of the 21st century and securing
  this data is very important. Nowadays data leak
  issues have become very common. So, when your
  organization is communicating with customers,
  exchanging data has become very easy. And such
  incidents do create a doubt in our mind with
  regards to data security.
• Unavailability of curated data
• Sometimes if you want to see details of any
  particular customer then there are chances you
  might not get an updated information of your
  customers.
• Just imagine, one of your customer wants to
  re-order some product. In such a scenario you
  will need to go through an

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• ERP or CRM software and check if product
  availability, shipment and many other things.
• These problems will help you understand the need
  of having portals and ways it can help you grow
  your business.
• Now let's look at the benefits of having portals
• Ease to customer
• Portals give your customers freedom to solve
  small issues on their own. You can provide
  information about your products using WordPress
  portals in the form of FAQs, knowledge base,
  etc.
• Information which you have provided online will
  help your customers regardless of their location
  or time and avoids issues of raising support
  tickets.
• Reduce operational costs
• With the help of portals you will be providing
  all the necessary information on it. As we saw
  in the above point this will help you decrease
  support tickets. In long run it will help you
  reduce burden from the operational team and will
  help your business grow.

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• Customer satisfaction
• This is the goal of each and every business. The
  core focus behind creating customer portals is
  customer satisfaction. All features that you
  develop are around an idea of focusing on
  solving customers queries.
• The more ease you provide to your customers to
  solve their issues on their own, the more they
  will help you to promote your business. Hence,
  portals will help you nurture your customer
  relationship, grow your business and help your
  branding.
• Final Words
• Having portals is always a go to solution for
  businesses to grow and stay connected with their
  customers in long run. As you know they help you
  bring more ease and streamline your operations.
  And which customer will not prefer to be with a
  business who keeps their customers satisfaction
  first?!

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