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Help Your Customers With A Salesforce Customer Portal

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By Author: Maulik Shah
Total Articles: 58
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Not every customer prefers interaction with customer support representatives. Some even wish never to call the team and ask for updates, support, or any other reasons. For them, calls, live chats, texts, and customer support are like stepping out of their comfort zone. And that's not the kind of dissatisfaction you would want for your customers. However, you can't make everyone happy. But you can always try your best by providing better customer service through a customer portal. Even the stats say that 75% of customers prefer a self-service system to be more convenient than talking to a representative. 

Opting for a portal will not only benefit your customers, but even you will be at an advantage. By providing customers with a Salesforce customer portal, you can free your representatives of repetitive, unproductive tasks. Instead, they can focus on pressing services. Also, fewer support requests mean less investment in training the customer support team. Besides, it will help you bring more customers, thereby increasing your page authority. Last but not least, you can give back to your customers by educating them to ...
... understand your product and technology at a larger front. 

Portal is the right solution. Yet, there's a far more difference between empowering customers to find their solution and providing them with a tool to track answers. A useful customer portal is a multichannel solution that offers customers detailed information. There are several factors that together build the bridge. Learn what they are, to provide your customers with superior support. 

Omnichannel Support

As of 2019, 51.5% of customers rely on mobile devices for accessing the internet over a desktop. Based on this number, do you think it would be wise to make customers access the portal via desktop? Certainly, not. 

Show them you genuinely care for them by adopting a Salesforce customer portal that's compatible with multiple devices.

Let them log in via a mobile phone or a desktop. Give them the privilege of anywhere anytime with responsive web pages or native apps. 

Knowledge Base

Often, customers have more questions that a mass email can answer. Consider providing your customers with a pool of knowledge. It can be FAQs, informational blogs, trending topics, how to guides and articles, documentation, or more.

Discussion forums or online groups would also help customers find solutions together. It would help them learn and grow, further reducing the dependency on your support team. Instead, as the business grows, these forums can act as a community of a support team. You won't need to invest in it. 

Coming back, I would suggest going with a Salesforce customer portal. Because it easily integrates with WordPress, the king of CMS. Besides, you can create forums and discussion groups for your customers. 


The last thing a customer wants to deal with (if unavoidable) is technical complexity. They look for easy to use functions, like a single click to land on the blog page, a few steps to view history. If your customers can't access the knowledge base or other features seamlessly, they may abandon the portal. And it may affect your business directly or indirectly. Because losing even one  customer is a huge loss in the long run.

An effective portal will ensure that you and your customers don't have to deal with complexities. They integrate with different solutions and are easy to use.


Every customer is a designer in their own way. They often look to customize their spaces. It can be as easy as turning the app to dark mode, adding custom background wallpapers, or personalizing the screen's look using available templates.

When it comes to portals, many businesses prefer open source. It's not a bad idea. By customizing the code, it's possible to change the layout of the portal window. However, that's more of an advantage for technical people. As a general user, your customer may find it difficult or impossible to create the attractive portal. However, a simple drag and drop with templates would help them customize the portal quickly. 

 Data Security

Businesses often look for solutions that are safe and secure because it would be catastrophic if customer information and business critical information leaks. A plugin that integrates with CRM and CMS but doesn't store the data of your customers is exactly what you need!

Salesforce Customer Portal is precisely what you want. It doesn't store or fetch the data to the providers' database. It merely integrates and acts as an interface to access the data.

In a Nutshell

Customer behavior has changed, and also the business process. Turning towards portals is not an option anymore. Instead, it's a necessity. Only an effective portal that implies with factors mentioned above can yield you results!

This Article Originally Post Here: https://www.sooperarticles.com/business-articles/erp-articles/help-your-customers-salesforce-customer-portal-1797128.html

More About the Author

Mr. Maulik Shah is the founder & CEO of CRMJetty, hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM including WordPress Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.

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