How Custom Portal Helps Serve Customers [Applicable To All Industries]

1
Your Ultimate Guide to Supplier Portal
By giving them their personal space. Custom
portal development provides that one advantage or
a super tool that humans rarely get in the real
world. A personalized space where they can be
the sole owner of their activities. They can
immediately access resources and control how and
what they share and with whom. Additionally,
they can communicate with others and build
strong relations. In short, that one window space
makes them the king of their world.
A portal for businesses performs different key
roles in sales growth, customer query
management, data publication, and
sales_at_crmjetty.com
2
multiple services. Though the ways it helps
customers/users/businesses differ based on the
features and business logic, the primary purpose
remains to improve customer service and
streamline business operations. In this article,
we will learn its role in different business
logic and CRM functionalities. That being said,
do you think services and operations are the
only reasons businesses go for custom portal
development? Lets ?nd out. Why Custom Portal
Development It improves communication,
decision-making capabilities, and user
satisfaction. Most importantly, it resolves the
typical set of challenges that businesses face.
Lets see what those challenges are and how
custom portal development helps. Business
Challenges
Customer-service staff, account managers,
marketers,
salespeople, and even you spend most of your time
accessing and updating information. Thats the
primary task of every business. Hence, its
essential to have a business system that
provides faster access to accurate information.
sales_at_crmjetty.com
3
It may take up a lot of time if you dont,
distracting you and everyone involved from
priority tasks. If you have a customer-centric
business, it applies to customers too. These
concerns de?ne the bene?ts of custom portal
development when users can access data
instantly, they can accomplish their tasks on
time and increase revenue. It also improves
their ef?ciency and productivity. Without a
proper system to handle business logic,
businesses face a waste of time and resources
along with customer dissatisfaction. Here are
the common business challenges that the portal
solves. Constant switching between
applications Often employees have to switch
between different applications and CRM to access
information or perform an action. Its
especially true for customer support teams who
switch between platforms to offer instant answers
to customer queries.
sales_at_crmjetty.com
4
Also, it takes up extra time to copy the data
manually from one place to another. If any
errors occur in it, the team has to spend time
resolving those issues. What the portal does here
is it bridges all the platforms CRM, ERP,
social platforms, etc. and provides a centralized
place from where users can access all the data
without any hindrance. It allows portal users to
access CRM data, manage operations, communicate,
and share the details without switching to a CRM
or communication platform. Portal users, be it
from any industry or any stakeholder, have the
freedom to control their information and
activities as per the given roles and access
rights.
sales_at_crmjetty.com
5
Training new staff and customers
Training applies to all the industries whether
its teaching new staff about laser machines or
a retail customer support staff some soft
skills. If youre doing it manually, it can take
up a lot of time and money. After all, you have
to plan an entire training session for it. A
custom portal development will free you of it to
a certain extent. You can add all the tutorials,
videos, and other training materials to help new
staff in the knowledge base. The best thing is
that they can revisit these materials anytime.
Its not a one-time approach, and this eliminates
the chances of errors. With a knowledge base,
you can also guide your customers on how to use
a portal. You can share the latest news,
updates, and insightful articles, and other
content.
sales_at_crmjetty.com
6
Too much data to handle
The biggest drawback of multiple platforms is to
remember usernames and passwords. Users cant
remember it, and to simplify their efforts, they
start writing and storing their passwords on a
piece of paper or local places on their desktop
or mobile phones. This compromises security. So,
the portal provides a single-click login option
along with security features like role-based
access. It means users dont have to remember
their passwords for different platforms. They
can access all the platforms with a single login,
just like the Sign it with Google option. As
that feature frees you from signing up every time
on a website, a portal lets you do that with
internal channels.
sales_at_crmjetty.com
7
Lack of brand consistency
Coca Cola case study is an example of brand
inconsistency. If your business is spread across
oceans and offers various products and services
in different regions, maintaining consistency in
service and products can be dif?cult. Your brand
should be easily recognizable. A custom portal
helps you maintain that brand all over. Instead
of creating different applications and websites
for each regions branding, you can build a
uni?ed solution that connects them all, giving a
personal touch to every portal user.
sales_at_crmjetty.com
8
Time wasted on outdated information
Working on documents only to realize that its
not the latest version is frustrating. Users
have to work to ?nd the updated content
constantly. A similar scenario can be
experienced when users update their information
in the portal, but it doesnt sync with the CRM.
And worst, if a customer support team cant
reach them or asks them to update the
information again. In such cases, a custom web
portal helps with auto-sync features. Every
change a user makes in the portal or other
application instantly gets updated in the
database. Businesses dont have to worry about
managing data or outdated information. The web
portal also provides a document management
system for data sharing and storing to avoid
security risks.
sales_at_crmjetty.com
9
It also helps with centralized security,
collaboration tools, and CRM-speci?c
functionalities like reward systems, managing
campaigns, advertising, sales management,
etc. The below section explains how you can use a
portal for different industries and their CRM
activities. How to Use Custom Portal Development
for Industry-Speci?c Roles
Depending on the business and portal type, the
features may differ. Lets see a summary of
different industries and how the portal helps
them Nonpro?t Organization Custom portal
development for your nonpro?t organization can
help you streamline nonpro?t operations such as
sales_at_crmjetty.com
10
donations, volunteers, members, handling tasks,
organizing campaigns, managing stakeholders,
etc. It provides standard features like
live-chat, self-service, knowledge base,
dashboard, calendar, secure access, etc. You can
also take advantage of nonpro?t-speci?c features
like donation modules, automated fund transfer,
fundraising campaigns, event management,
volunteers onboarding, timesheet management,
member management, etc. Learn more about Nonpro?t
Portal Education Industry The primary purpose of
the portal in the education industry is to have
a centralized information-sharing platform with
communication capabilities. Custom portal
development will offer a particular set of
features to different users. For instance,
teachers can manage classes, mark student
attendance, plan schedules, arrange timetables,
upload information, marks, and other important
documents. They can even communicate with
students and parents internally via chat
platforms. Similarly, students can view their
class schedules, check attendance and marks,
submit leaves, and keep up with school notices.
Parents can view their childs details like
sales_at_crmjetty.com
11
attendance, marks, performance, leaves,
activities, homework, and more. Admin staff can
use the same database and portal to keep fee
records, consolidate reports, and view entire
school operations. Learn more about Education
Portal Other Industries Likewise, the healthcare
industry can undergo a custom portal development
to manage patients, doctors, and other staff
with features like patient information, test
results, virtual consultation, insurance
settlements, online payments, etc. The pharma
industry can use it to manage drugs and customer
details. They can ?ll customer prescriptions and
even connect with doctors to get complete
information about patients. Banking industries
can use a ?nance portal for online transactions,
requesting checkbooks, managing loans, and
monthly bills. Real-estate industries can tweak
the real-estate portal with industry-speci?c
features such as broker management,
sales_at_crmjetty.com
12

• seller management, property management,
  geolocation, media, ?lters, and document
  management.
• And just like that, other industries like IT,
  travel, and legal can take advantage of custom
  portal development with their set of features.
• Theres no limit to the type of custom portal you
  can develop. You can develop a portal for every
  purpose or user. You can build a customer portal
  and a knowledge base portal too. Partner portal,
  employee portal, collaboration portal just name
  your reason, and you can have a portal for it.
• Bene?ts of Custom Portal Development
• As explained above, a custom portal development
  covers every business logic and operation with
  collaboration, integration, and other features.
  A well-designed solution will help you get
  better ROI as it will cover all the business
  challenges.
• A custom web portal will
• Help you save time by consolidating backend
  processes in a single access.
• Increase security by restricting the data access
  and offering single sign-in.

sales_at_crmjetty.com
13

• Promote products and brands in a consistent way.
• Streamline business operations with self-service
  and automation.
• Enable staff, customers, and other users to share
  documents and collaborate in real-time.
• Enhance customer satisfaction with a huge
  resource library, communication methods, and
  better services.
• In short, it will make you stress-free from your
  business problems.
• Want to know more about custom portal
  development?
• Contact us

Source https/ www.crmjetty.com/blog/custom-porta
l-helps-ser ve-customers/
sales_at_crmjetty.com