Should You Choose a Salesforce Customer Portal or a Partner Portal

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Should You Choose a Salesforce Customer Portal
or a Partner Portal
What thought/brand crosses your mind when you
think about CRM and portals?
For us, it's always Salesforce. Not because they
are in the industry for long and are widely
popular. But they understand customers' pain
points and needs. They also understand the
business requirements and what solution can help
them achieve profits. Salesforce knows the
market. They launch products that would enhance
customers and clients' interaction. They bring
in products that complement
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their CRM. Mostly, those products are portals and
communities. If you know about Salesforce or
have used it, you might know about Salesforce
Customer Portal and the other types. You might
be aware of their functionalities like that of a
Salesforce Client Portal. However, sometimes they
can raise a question like which one to
choose? Should you go with a customer based or a
partner one? Hence, in this article, we'll
discuss two types of Salesforce Portal, i.e.,
Customer and Partner. We'll also help you choose
one that's right for your organization. Salesforc
e Customer Portal Salesforce Client Portal is an
interface that helps your customers/clients
solve their issues about your products/services.
As an organization, you can create a custom
solution for your customers with features like
ticket generation, knowledge base, and so on.
You can include sections, information, modules
based on your requirements. If you go for this
solution, you can provide your customers -
omnichannel support, easy integration, and an
online forum.
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Besides, you can provide 24/7 support without any
extra resources. Also, it can eliminate the
drawback of having customers in multiple time
zones. Salesforce Partner Portal Partner portal
allows your partners outside the organization to
log in to Salesforce. It helps companies create
indirect sales. Here, the partners have limited
access to the interface and can only view the
modules they have access to. With the help of
PRM, companies can create, manage, and handle
sales. They can invite partners to manage, track,
and analyze campaigns, sales, and more. The
benefits of using a partner portal include
efficiency in the sales funnel, increased ROI,
and data retrieval from anywhere, anytime. It
means partners can access the data and insights
while on the go. They can share documents,
reports, and so on. Salesforce Client Portal V/s
Partner Portal Let us see what makes one better
over the other.
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• Purpose
• A customer portal aims to solve queries and
  issues without interacting or asking for a
  representative's help. Partner shows partners
  with leads and sales opportunities.
• Audience
• A customer portal is for end-users whereas
  partners one are for salespeople or
  third-parties.
• Access and Cost
• A customer solution is easy to access. They may
  or may not have advanced features as their basic
  purpose is to solve queries. Partner solution
  has access to core CRM features. Besides, it
  requires additional features to plan sales
  campaigns. And so it is expensive.
• Role-based Access
• In a partner solution, you can provide your
  partners with role-based access. For example,
  they can access sales reports but not invoice
  reports. This is not the case with the S
  alesforce customer portal.

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• Knowledge

Salesforce customer solution
repository to help customers
has a huge knowledge solve their queries. The
partner one may or may not have such a huge
knowledge base. What You Should Choose? A
solution that meets your company's requirements.
There's a thin line between these two solutions.
However, both have their own set of uniqueness
and peculiarities. If you want a solution to
solve your customers' problems, manage their
activities, then go for a customer one. But if
you want a solution to manage your partners, then
go for a partner one. That's all for now. If
you still need guidance in choosing one, talk to
a portal development team. They will guide you
in the right direction. Also, you can leave a
comment here. We will try to help you in every
way possible.
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Source h ttps//www.crmjetty.com/salesforce-wordp
ress-custo m er-portal.htm
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