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

1. Your Ultimate Guideto SupplierPortal By giving them their personalspace. Custom portal developmentprovides that one advantageor 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 themthekingoftheirworld. A portal for businesses performs different key roles in sales growth, customer query management, data publication,and sales@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 toimprove customerserviceandstreamlinebusinessoperations. In this article, we will learn its role in different business logic and CRMfunctionalities. That being said, do you think services and operations are the only reasons businesses go for custom portaldevelopment? Let’s findout. Why Custom PortalDevelopment It improves communication, decision-making capabilities, and user satisfaction. Most importantly, it resolves the typical set of challenges that businesses face. Let’s see what those challenges are and how custom portal development helps. BusinessChallenges Customer-service staff, account managers, marketers, salespeople, and even you spend most of your time accessing and updating information. That’s the primary task of every business. Hence, it’s essential to have a business systemthatprovidesfasteraccesstoaccurateinformation. sales@crmjetty.com

3. It may take up a lot of time if you don’t, distracting you and everyone involved from priority tasks. If you have a customer-centricbusiness,itappliestocustomerstoo. These concerns define the benefits of custom portal development – when users can access data instantly, they can accomplish their tasks on time and increase revenue. It also improves their efficiency and productivity. Without a proper system to handle business logic, businesses face a waste of time and resourcesalong with customer dissatisfaction. Here are the common business challenges that the portal solves. Constant switching betweenapplications Often employees have to switch between different applications and CRM to access information or perform an action. It’s especially true for customer support teams who switch between platforms to offer instant answers to customerqueries. sales@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 tospendtimeresolvingthoseissues. 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 asperthegivenrolesandaccessrights. sales@crmjetty.com

5. Training new staff andcustomers Training applies to all the industries whether it’s teaching new staff about laser machines or a retail customer support staff some soft skills. If you’re doing it manually, it can take up a lot of time and money. After all, you have to plan an entire training session forit. 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. It’s not a one-time approach, and this eliminates the chances oferrors. With a knowledge base, you can also guide your customers on how to use a portal. You can share the latest news, updates,andinsightfularticles,andothercontent. sales@crmjetty.com

6. Too much data tohandle The biggest drawback of multiple platforms is to remember usernames and passwords. Users can’t remember it, and to simplify their efforts, they start writing and storing their passwords on a piece of paper or local places on their desktopormobilephones.Thiscompromisessecurity. So, theportal provides a single-click login option along with securityfeatureslikerole-basedaccess.Itmeansusersdon’t have to remember their passwords for different platforms. They canaccessall theplatformswithasinglelogin,justlike the ‘Sign it withGoogle’ option. As that feature frees you from signing up every time on a website,aportalletsyoudothatwithinternalchannels. sales@crmjetty.com

7. Lack of brandconsistency CocaColacasestudyisanexampleofbrandinconsistency. If your business is spread across oceans and offers various products and services in different regions, maintaining consistency in service and products can be difficult. Your brand should beeasily recognizable. A custom portal helps you maintain that brand all over. Instead of creating different applications and websites for each region’s branding, you can build a unified solution that connects them all, giving a personal touch to every portal user. sales@crmjetty.com

8. Time wasted on outdatedinformation Working on documents only to realize that it’s not thelatest version is frustrating. Users have to work to find the updated content constantly. A similar scenario can be experienced when users update their information in the portal, but it doesn’t sync with the CRM. And worst, if a customer support team can’t reach them or asks them to update the informationagain. 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 don’t have to worry about managing data or outdatedinformation. The web portal also provides a document management systemfordatasharingandstoringtoavoidsecurityrisks. sales@crmjetty.com

9. It also helps with centralized security, collaboration tools, and CRM-specific functionalities like reward systems, managingcampaigns,advertising,salesmanagement,etc. The below section explains how you can use a portal for different industries and theirCRM activities. How to Use Custom Portal Development for Industry-SpecificRoles Depending on the business and portal type, the features may differ. Let’s see a summary of different industries and howtheportalhelpsthem: NonprofitOrganization Custom portal development for your nonprofit organization can help you streamline nonprofit operations suchas sales@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 nonprofit-specific features like donation modules, automated fund transfer, fundraising campaigns, event management, volunteers onboarding, timesheetmanagement,membermanagement,etc. Learn more about NonprofitPortal EducationIndustry The primary purpose of the portal in the educationindustry is to have a centralized information-sharing platform with communicationcapabilities. 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 studentsandparentsinternallyviachatplatforms. Similarly, students can view their class schedules, check attendance and marks, submit leaves, and keep up with school notices. Parents can view their child’s detailslike sales@crmjetty.com

11. attendance, marks, performance, leaves, activities, homework, andmore. Admin staff can use the same database and portal to keep fee records, consolidate reports, and view entire school operations. Learn more about EducationPortal OtherIndustries Likewise, the healthcare industrycan 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 fill customer prescriptions and even connect with doctors to get complete information aboutpatients. Banking industries can use a finance portalfor online transactions, requesting checkbooks, managing loans, and monthlybills. Real-estate industries can tweak the real-estate portalwith industry-specific features such as brokermanagement, sales@crmjetty.com

12. seller management, property management, geolocation, media, filters, and documentmanagement. • And just like that, other industries like IT, travel, and legal cantakeadvantageofcustomportaldevelopmentwiththeir set offeatures. • There’s no limit to the type of custom portal you can develop. You can develop a portal for every purpose oruser. You can build a customer portal and a knowledge base portal too. Partner portal, employee portal, collaboration portal…justnameyourreason,andyoucanhaveaportalfor it. • Benefits of Custom PortalDevelopment • As explained above, a custom portal development covers every business logic and operation with collaboration, integration, and other features. A well-designed solutionwill help you get better ROI as it will cover all the business challenges. • A custom web portalwill: • Helpyousavetimebyconsolidatingbackendprocesses in a singleaccess. • Increasesecuritybyrestrictingthedataaccessand offering singlesign-in. sales@crmjetty.com

13. Promoteproductsandbrandsinaconsistentway. • Streamlinebusinessoperationswithself-serviceand automation. • Enablestaff,customers,andotheruserstoshare documents andcollaborate in real-time. • Enhance customer satisfaction with a huge resource library,communicationmethods,andbetterservices. • In short, it will make you stress-free from your business problems. • Want to know more about custom portaldevelopment? • Contactus Source: https:/ www.crmjetty.com/blog/custom-portal-helps-ser ve-customers/ sales@crmjetty.com