Increase Customer Loyalty With a Customer Self Service Portal

support@biztechconsultancy.com
Increase Customer Loyalty With a Customer
Self Service Portal
Biztech's customer portal solution helps reduce operational costs and improve
customer satisfaction by empowering customers to get online support, get their
complaints addressed & access up-to-date transaction history.
https://store.biztechconsultancy.com

Make Your CRM Available for Your Customers
Increase Customer Loyalty With a Self-Help Portal
Customer Portal will not only drive down your operational costs as you have to
dedicate lesser manpower and other resources to handle customer issues but
also provide a superlative customer experience through a self service portal
where they can get their issues resolved instantly and access other information
without any delay. As the portal admin you can provide customers access to
your selected modules and an attractive dashboard with icons. The best part?

Customer Portal Features
Customer Portal gives you a rich feature set and flexible technology framework
options to create your own portal depending on your existing platform.
Given below are some of the core features.
❏ Set Accessible Modules for Customers
Customer Portal provides an easy way to make different modules of CRM
accessible to customers resulting in a portal from where they can engage with
the you to solve their queries or access useful information. Decide access of
which module should be provided to which customer by assigning them to a
User Group.

❏ Set Login Credentials
Username and password fields are created in contacts module on Installation
and are added to the record view. Users can also set username and password
field in record view or create view on their own to set these fields in record
layout.

❏ Configure Module Layouts (Sugar/Suite)
Set Portal Layouts for each accessible module. Customer Portal provides facility
to set Portal Layouts for each module in CRM. You can set Layouts for List, Edit,
& Detail view from CRM and the same will be displayed in the Portal.

❏ Customize Your Portal (Front Framework)
Give your portal a name, upload a Logo, set records to be displayed on a page
and set display options like theme color and color for calendar modules.
Choose standalone page template with custom design or set full width page
template with theme header and footer.

❏ Single & Secure Sign-in
A new customer can directly sign-up from the Portal. The credentials will be
verified to check whether any customer has been registered with same
username and email address. If any such customer does not exist in the system
then a record will be created in CRM in the Contacts module. Customers can
retrieve their password with the help of Forget Password Option. There
password will be sent to their email address.

❏ Attractive Dashboard with icons
Customers will get an attractive dashboard with the data from all the enabled
modules for quick accessibility. Customers will have access to only those
modules which are assigned to them by the administrator. Different modules
can be made accessible to different customers based on their user group and
can be set by the admin from the CRM backend.

❏ Manage CRM records from Portal
Customers can add, update or delete records from the portal which will
automatically reflect in CRM. They can easily access all the portal modules in
one go with a single pane display. An easy to use interface will help them to add
records into portal’s relevant modules which will then be automatically updated
in the CRM system. Customers can also see their recently added records in their
dashboard.

❏ Manage Your Profile
Easily manage your profile from the Portal. Customers can edit their profile
directly from the Portal and all the changes made in the Portal will reflect in the
backend automatically.
Create your own Customer Portal using your favourite CRM (SugarCRM,
SuiteCRM, Dynamics CRM and Salesforce) or front end system (WordPress,
Joomla, Drupal or CakePHP).
View More : https://store.biztechconsultancy.com/customer-portal.htm

Increase Customer Loyalty With a Customer Self Service Portal

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