Creating a client portal - essential for an outstanding customer experience
In today’s digital age, customers expect quick and easy solutions. With a customized client portal, you can increase your clients’ satisfaction and save internal resources at the same time!
The customer portal: good for you, good for customers
With a client or customer portal, you can provide your customers with a single point of contact where they can intuitively and independently resolve everyday issues, such as downloading invoices and manuals or tracking orders. This not only improves customer satisfaction, but also significantly reduces the workload for your service team.
Be honest - how good is your customer experience?
A positive customer experience is critical to success in many industries. Yet, we see companies of all sizes making common mistakes that result in dissatisfied customers and lost revenue:
No customer self-service
Many companies do not offer self-service portals. This leads to many phone calls and emails that unnecessarily burden your support team. In contrast, a digital customer platform empowers your customers to resolve non-complicated issues themselves, saving time and resources.
Frustration within the support team
When your support team is constantly overwhelmed, they have no capacity for important tasks. By creating your own customer portal, you can free up your team to handle more complex issues that require human interaction.
Slow client response time
Customers expect fast responses. Slow response times can lead to dissatisfaction and churn. A well-structured customer portal gives your customers 24/7 access to important information and services. You can quickly improve your customer relationship management!
Lack of process transparency
When it comes to digital transformation, people should be at the center. But internal processes are often too opaque, leading to misunderstandings and frustration among customers. With your own customer portal, you can provide a central platform where customers can track important processes and view relevant information.
The solution:
Create an own customer portal
A well-designed customer portal can make your company more competitive. However, many companies are reluctant to implement customer portals due to a lack of internal resources or external partners and the complexity of integration.
This is where we come in, offering turnkey solutions that can be easily and seamlessly integrated into your existing infrastructure.
We are passionate about automation and taking customer centricity to the next level. We look forward to being there for you!
Flexible digital solutions replace complicated paperwork
How we work and what we offer
1. Self-management for your customers:
Empower your customers to manage their own requests and data.
Free your service team from routine tasks.
Provide a user-friendly and convenient service experience for all support requests.
2. Flexible and scalable solutions:
Adapt your customer portal software flexibly to your business needs. We support you with creativity and technical know-how!
Customize the user interface and the processes according to your needs.
Simply connect and use your existing tools.
3. Seamless integration
Seamlessly integrate your new customer portal into your IT landscape (e.g. SAP, Zendesk).
Access the portal from desktop, mobile or app.
Connect the portal to your systems through APIs and middleware.
4. Multiple uses
Centrally manage and analyze customer data.
Use the portal as a powerful CRM system and benefit from our consulting services.
Design the portal to meet your business requirements. We are happy to advise you with a focus on your ROI.
Take action now!
Creating a digital customer platform in three steps
Our way of working
1. Preliminary project phase
- Clarify detailed requirements: We work with you to determine the specific requirements and goals of your customer portal.
- Setting up the infrastructure: We prepare the technical infrastructure to ensure a smooth implementation.
- Client Portal Example: Based on your specifications, we develop initial design concepts and mockups for visualization.
- Clarification of interfaces: We define and plan the necessary interfaces to existing systems (e.g. SAP, Fusebase, Zendesk).
2. Implementation
- Custom feature development: We implement custom features such as tenant dashboards, live chat, knowledge bases, and collaboration tools to meet your unique needs.
- Integration with relevant systems: Our experts seamlessly integrate your customer portal with existing IT systems and applications.
3. Go-live
- Customer Portal Go-Live: After successful testing and final approval, your customer portal goes live.
- Ongoing development and support: After go-live, we continue to help you optimize the customer platform on an ongoing basis.
And when do you start?
Let a professional build your client portal
Our expertise is your advantage
A solution in weeks, not months of paperwork
We ensure that your new customer portal is up and running in the shortest possible time. With our proven methodology, a professional team and efficient project management, we guarantee rapid implementation without compromising on quality.
Years of experience
With years of experience in customer experience management and customer portal development, no project is too complex for us. Our expertise allows us to implement customized solutions.
Putting people ahead of process
We place a high value on interpersonal relationships. It allows us to understand exactly what an organization needs and how we can customize a solution. We are always pragmatic and make projects fun for you and your team.
We are here for you
... even after your customer portal is built! Our work does not end when your portal goes live. We continue to support you after go-live, helping you to continually update and optimize your solution. So your customer portal is always up to date and meets the highest standards.
We want to exceed your expectations!
Our extensive experience and deep industry knowledge make us the ideal partner for companies of all sizes looking to drive growth and stay competitive. Rely on Leafworks to implement your customer portal and make your digital transformation a success.
Robert Cwicinski
CRM-Expert
- CRM
- Automation
- Integrations
- Business Intelligence/BI
- Zendesk
- Digital transformation
- Custom MVPs
Frequently asked questions
A customer portal is a web-based platform that companies provide to make everyday tasks easier for their customers. For example, customers can manage support tickets, change their user information, and access documents or a knowledge base. The right customer portal software promotes customer loyalty through personalized interactions.
You can create a digital customer platform with customer portal software like Clinked, Fusebase or WordPress. These tools offer a lot of power, but can be too complicated for beginners. You can also leave the creation and optimization of your customer portal to a competent partner like Leafworks for a modern and customized solution.
The cost of a customer portal can vary greatly, depending on whether you build it yourself or outsource to a custom-built customer platform. Basic features such as support tickets and knowledge bases are usually less expensive, while more comprehensive systems cost more.
The capabilities of different customer portal software can vary greatly depending on the use case. For example, an effective customer portal can enable customers to submit support tickets, manage accounts, and access and update documents and information. It can also provide a knowledge base and help automate customer-related processes.
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