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This guest post has been delivered by Nikita R., media-savvy content creator, with a curiosity for all Salesforce experiences.

A customer portal is a quick way to improve customer experiences when interacting with your business. They are often used to create a central location that customers can visit to read up on any of your announcements, shop for products and services, or even log calls for assistance with their previous purchases.

Continue reading our blog to find out more about customer portals built with Titan Web that can connect to Salesforce seamlessly and bi-directionally. But we first start with the basics…

What’s a Customer Portal?

Customer portals are platforms or digital spaces used to showcase business content, documentation, and announcements to customers in a central location. But more importantly, it’s a space where customers get to interact with self-service options, like logging tickets or watching tutorial videos.

Customer portals are also good tools to alleviate pressure on sales and customer service agents as these platforms let visitors independently edit and track their personal details, account information, and payment options.

Add Inspiring UX Features

Are you ready to rush off and start building your latest web project? Well, make sure to add the following features to your customer portal. Each one will bring a breath of fresh air to your user experiences and keep your visitors returning to your portal every time.

The first feature we need to discuss is a way for your customers to manage and edit their account information on a customer portal. This independence and freedom will free up a lot of your customer service agents time which they can use to spend on higher-priority tasks. And while you’re adding this feature request, make sure to also provide options for logged in visitors that want to create user profiles and configure personal preferences on the customer portal.

The next feature is essential for those businesses who sell products online. You can use your customer portal to track orders efficiently so make sure to add this feature to yours. For instance, customers can log into the portal to check their order status and previous purchases. You could take it a step further and raise your customer expectations by sending alerts to them when their order has been scheduled and is out for delivery.

The last feature we would like to discuss, although there are plenty more, is a knowledge base. It’s an extremely helpful feature to add to your customer portal. The knowledge base is a dedicated space that displays videos and articles on how to troubleshoot products that are broken. Its purpose is to give customers a way to find information quickly to resolve issues without the need to wait for a technician or a customer service agent. It’s a wise decision to also add a frequently asked questions page to impart wisdom and solutions to common problems that may exist.

Why do I need a Platform that integrates with Salesforce?

As we are all aware, Salesforce is the world’s leading customer relationship management (CRM) platform. So, it will come as no surprise to us that you are also using it to streamline sales, marketing, and customer service tasks. If this is you, why not take full advantage of all that Salesforce has to offer. It’s easy when you integrate your customer portal and Salesforce.

The first advantage you will get for your teams when you integrate Salesforce with a customer portal, is a complete 360° view of your customer data. If Salesforce is your main database for storing all customer details, you can go ahead and easily track transactions, interactions, and any other data collected from your customer portal.

Additionally, if you install smart software such as Titan Web, you can sync your Salesforce data to and from your customer portal in real-time.

Essentially all of these points show that integrating Salesforce with a customer portal lets your teams collect detailed information to understand customers on a deeper level. After analyzing the data, you can then create custom marketing and sales strategies to keep and nurture customer relationships.

Who can Give me Portal Services?

If you are looking for a third-party app that can provide you the power to build customer portals, websites, forms, and surveys without any coding skills, then we suggest getting Titan Web.

It’s a powerful tool that creates any web project on its single Salesforce-integrated platform. It is considered to be the complete solution to support any business process. Here are a few examples of other portals that your teams can easily create with no code when using Titan:

  • Customer Service Portals
  • Customer Support Portals
  • Customer Engagement Portals
  • Customer Self-Service Portals
  • Client Portals

Try Titan Web for Customer Portal Software

With Titan Web, businesses certainly get more for less. For starters, Titan Web’s drag-and-drop builder is user-friendly and fully accessible to create the specific portal that you need. And once your customer portal is up and running, you know that you are going to start collecting vast amounts of private information. For this reason, Titan Web ensures that its apps are secure and compliant with HIPAA, SOC 2, ISO, GDPR, and other leading frameworks.

Titan Web can extend your Salesforce capabilities with its host of robust tools. Take a look at some of the best features you gain access to when using Titan Web.

  • Titan Web integrates directly into Salesforce with 3 simple steps!
  • When you integrate Titan Web with Salesforce, you get to push and pull data between the two platforms in real-time.
  • You have the option to choose to work with Titan Web as a powerful alternative to Experience Cloud.
  • Go ahead and build branded web apps and portals to suit any use case you can imagine with zero coding skills.
  • With Titan Web, you get full design and customization options to brand your web projects the way you want.
  • Your web projects can have responsive designs to work on multiple devices.
  • Get access to a variety of engaging elements to add to your web projects, like maps or schedulers.
  • Create more than just websites and portals. You can use Titan Web to generate documents, build surveys, and design forms, which all push and pull data from Salesforce.
  • Titan Web helps you perform your business processes from start to finish, such as generating and signing dynamic documents that are pre-filled with Salesforce data.
  • You get Salesforce automation that can be configured with no code to support your complex approval flows.
  • All your web projects have access to advanced 2FA security with Titan Web.
  • Easily create progress reports with your Salesforce data to support business decisions.
  • You can secure your web projects with Titan Web’s multi-user permission options.

A Salesforce & Titan Web Integration for the Best User Experiences

Thanks for reading our article on Salesforce and Titan Web, our client portal software of choice for creating customer portals, and more. We hope we have shed some light on how you can use the powerful Salesforce-integrated platform to obtain the best user experiences tailor-made to your business requirements. Good Luck!