Web Portal Solutions: A Necessary Foundation for Your Business - PowerPoint PPT Presentation

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Web Portal Solutions: A Necessary Foundation for Your Business

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An overview of web portals explaining different types of portals and why the need arises for such a customized solution for different industries. – PowerPoint PPT presentation

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Slides: 10
Provided by: CRMJetty
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Title: Web Portal Solutions: A Necessary Foundation for Your Business


1
Web Portals A Necessary Foundation for Your
Business
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Technology has penetrated most professions.
Management is no exception. Any given company
deals with customers, employees, and suppliers
on a daily basis.
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As the company grows, managing all this human
resource can be a hassle. Thankfully, we are
techenabled civilization and by nature, we look
for answers in technology. That technology, in
this context, is portals. What is a web
portal? A web portal is a webbased solution that
provides a single point of interaction to
various people who are involved with a business.
By an extension of the definition, one can say
that a portal enables the sharing of relevant
information with the relevant people. This
improves the collaboration and communication
between the concerned parties. The beauty of a
welldeveloped web portal is that it integrates
seamlessly with your website. This gives it the
same look and feel and uniform overall
experience.
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It helps keep things transparent and gives you
better control over your operations. Additionally
, you can configure it for remote access.
Meaning that people can access it on the go.
This significantly reduces the response time.
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  • Why you need a web portal
  • There are many different reasons for which you
    may want web portal development.
  • However, it is only after using one that you
    realize how many different pain areas it can
    solve. Some of these are common. Such as
  • Operating from different locations (national
    and/or international)
  • Having field officers or homebased
  • workers
  • Providing dataaccess to outside parties
  • Transparency of information
  • Scalability
  • Some of these are industry specific. Custom
    portal development will benefit you in either
    case but becomes kind of mandatory in this case.

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  • Types of web portals
  • Customer Portals
  • Customer Portals or client portals are perhaps
    the most common example of portals that you can
    find. It is basically a way of sharing access to
    certain modules of your CRM to the customer so
    that he is able to find relevant information and
    solve his query with minimum intervention by the
    company. Using it, a customer can also raise
    tickets, which your customer service department
    can resolve promptly.
  • Partner Portals
  • A partner is any third party that is part of
    your everyday operations such as distributors,
    resellers, or service providers.

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They may require access to certain modules such
as pricing and sales information to operate.
However, you may not want to disclose the
details that are not relevant to their work. In
that case, you may opt for a partner
portal. 3.Affiliate Portals You can use an
affiliate portal when dealing with affiliates.
This may involve sharing custom links and
invoices with them individually and on a daily
basis. This might be causing a decrease in the
productivity of your team. An affiliate portal
helps you maintain confidentiality while sharing
the necessary documentation with your affiliates.
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  • Vendor/Supplier Portals
  • A vendor (or supplier) portal facilitates
    vendors to get the necessary data and resources
    through selfservice. The automation of this
    process saves the company both time and efforts
    and reduces the operations cost.
  • Knowledge Portals
  • A knowledge portal serves as a single point of
    contact for access to the knowledge base of an
    organization. In some cases, this information is
    available within the CRM for an additional cost.
    However, if you opt for a knowledge portal, you
    will be able to get a customized solution that
    can serve you and your clients needs
    specifically.

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The benefits of using custom portals are
manifold. You get a dedicated space for your
customers, partners, affiliates on the web that
is separate from your website. Custom portals
can execute Custom Business Logic, which is a
highly useful feature since all business needs
are different. It is also an ideal solution from
a security point of view. You may choose from
all the different web portal solutions
available. However, as your organization grows,
you may feel the need for a custom solution.
This may be for improved functionality that is
specific to your needs. It may also be necessary
if you are using custom modules in your CRM that
wouldnt work with a standard product. Either
case, you are going to need a developer.
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At some point, we all do. Look for a company
that has domain expertise in this field. There
are several developing firms that are doing
dedicated work on CRM. Make sure to look them up
on the internet. Try to get a review if you can
otherwise go through the documentation they
provide. Go through their portfolio in detail
and contact them if you feel that they might be
able to serve the purpose.
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