Increase Customer Loyalty With a Customer Self Service Portal

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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.

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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?

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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.

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â?? 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.

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❏ 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.

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â?? 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.

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❏ 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.

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❏ 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.

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❏ 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.

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❏ 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).

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