Salesforce Client Portal: The One Integrated CRM Solution

Salesforce Client Portal is one integrated CRM platform which allows companies to access custom objects, workflow rules and mobile application effortlessly.

Salesforce Client Portal: The One Integrated CRM Solution

Do you want to increase customer satisfaction and loyalty while decreasing your service costs? It's time for some CRM. Salesforce is a CRM that provides one integrated platform that will work for every department in the company.

You can even allow your customers to interact with each other through discussion boards on the website, so they'll be engaged more often. With this software, you'll see increased customer satisfaction and decreased costs of acquisition.

What is Salesforce Client Portal?

Salesforce Client Portal is a customer-facing gateway that provides access to Salesforce through the web. Salesforce Client Portal allows you deliver a personalized service application to your most important customers.

It is one of their most used and customizable offerings. It offers functions similar to  Salesforce and is a part of their background.

Salesforce Client Portal is one integrated CRM platform which allows companies to access custom objects, workflow rules and mobile application effortlessly.

This means that company no longer need separate software for sales (e.g., Sales Cloud), marketing (e.g., Marketing Cloud) and service (e.g., Service Cloud).

Force.com Sites and Ideas uses Customer Portal in their background as it allows them deliver an application that will work for every department, increasing customer satisfaction while decreasing costs.

How Can I Use Client Portal?

Customer Portal can be used for login management, billing services, self-service account information, and content hosting.

This portal provides a single view of account information and individual customer data to the customers, so they can see all their accounts in one place.

Salesforce Client Portal Features

  • Self-service Functionality

Salesforce Client Portal is known for its  capability to provide customer with a user interface which will allow them manage all their own cases, share Salesforce knowledge base and answer frequently asked questions.

This is helpful for service agents as they are able to spend more time resolving the issues rather than answering simple queries of users.

  • Case Management

With this feature, companies can avoid complex procedures that come with the traditional case management system.

Salesforce Client Portal also provides users with an easy-to-use interface to view all cases, their statuses and completion dates at one place.

This saves time for service agents as they are able to resolve inquiries quickly without wasting any time on paperwork or documentation.

  • Customizable Reports

Salesforce client portal allows users to generate reports and see all their account information in a single view.

Salesforce Client Portal allows you create customisable report for specific departments of your company.

With this, the service agents can sort through data quickly, allowing them focus on resolving customer issues faster. They will also be able to save more time as they won't need to input information manually.

  • Access to Documents

Salesforce Client Portal allows you upload and view your important documents from the cloud, so they are easily accessible by all departments of your company.

With this feature, you can upload a wide range of files such as presentations, spreadsheets and manuals that might be useful for service agents in resolving customer issues.

  • Salesforce CRM Content

Salesforce Client Portal allows you deliver a personalized service application to your most important customers. It provides access to case management, salesforce knowledge and customer content from the cloud.

This is beneficial for company as they save time on paperwork while being able to resolve issues quickly without wasting any time on documentation or inputting data manually.

So, if you are looking for an easy way to provide online support and deliver a personalized service application to your customers, Salesforce Client Portal is the perfect solution.

  • Saves Time

Salesforce Client portal allows companies save time on paperwork while resolving issues quickly without wasting any time on documentation or inputting data manually.

This software can be used in login management, billing services, self-service account information and content hosting.

  • Manage all in One Place

With Salesforce Client Portal you can manage all cases of your company in one place.

You will be able to provide a user interface that allows users see all their accounts in one view which saves time for service agents as they are able to resolve inquiries quickly without wasting any time on paperwork or documentation.

  • User friendly Interface

Salesforce Client portal is known for its capability of providing customers with a user interface which allows them manage all their own cases, share Salesforce knowledge base and answer frequently asked questions.

This saves time for service agents as they are able to spend more time resolving customer issues.

Salesforce Client Portal offers users with an easy-to-use interface to view all cases, their statuses and completion dates at one place.

  • Customizable Reports

With Salesforce Client portal you can generate customisable reports specific to your departments, allowing you to sort through data quickly and focus on resolving customer issues faster.

This saves time for service agents as they are able to resolve inquiries quickly without wasting any time on paperwork or documentation.

  • Preferable Outlook

Customisable page layouts, list views and field-level security offered in Salesforce Client portal allows companies to tweak the look and feel by changing colours, logos and customising tabs.

With this feature you can upload a wide range of files such as presentations, spreadsheets and manuals that might be useful for service agents in resolving customer issues.

  • Proper Documentation

Salesforce CRM Content, Salesforce knowledge and customer content from the cloud are all offered in Salesforce Client portal.

This saves time for service agents as they can access to documents without having to input data manually or spend much more time on paperwork and documentation.

  • Creates Professional Profile

Profiles can be created for different types of users in the company so that they only see what's relevant to them.

For example, managers may need access to customer reports while agents wouldn't require this kind of information which saves time as agents won't be required to spend time on paperwork and documentation instead they can focus on resolving customer issues quickly.

Custom Profile feature enables customer service agents with the ability to quickly identify customers based on their preferences so that they are able to resolve issues faster without wasting much more time on paperwork or documentation.

  • Salesforce Ideas Communities

Salesforce Client Portal  makes it possible for customers to participate in Salesforce Ideas communities.

Here they can share their own ideas on how to improve the product and you can choose which ones are best suited for your business needs.

With Salesforce Client portal, companies have access to custom objects so that they may display or collect information of different types under one object.

This feature is very helpful when companies want to have a better overview of information or create custom applications.

  • Workflow Rules & Automation

The platform offers automation rules for cases which helps agents resolve customer issues faster.

Salesforce Customer portal is available with workflow rules allowing companies to configure approval paths and automate business processes using these workflows.

  • Enable access via single sign-on

With Salesforce Client portal, users can log in with their existing credentials from any device and company will be able to configure security settings based on profiles which saves time for service agents as they are required to spend less time on paperwork.

  • Sales Opportunity

Salesforce Client portal offers sales managers with tools which help them track and monitor the progress of deals.

It provides managers with an opportunity to create pipeline reports, forecast new deals and monitor the progress of existing ones.

  • Mobile Application

Customers, partners and employees are now able to access company information anytime from any device through mobile apps.

Salesforce Client Portal  is available with mobile application which company can use to share information and data quickly. With this feature, service agents are able to resolve customer issues faster without any inconvenience.

  • Customer Service

Achieving success in today’s business environment requires companies to do more than just provide excellent products or services—companies must excel at customer experience management (CEM).

Salesforce Client Portal  allows companies to improve the customer experience by providing customers with a customized portal. Salesforce Client portal offers companies with tools which help them track and monitor the progress of deals.

Client Portal Limits in Salesforce

Salesforce Client Portal offers companies to work with custom objects, person account and portal roles. It limits are nothing but the number of client portal and client portal user licenses that we can activate in salesforce.com.

Depending upon the edition, maximum number of custom objects can be included in Client Portal.

  • 1000 person account Client Portal User can be added as a license for customer's organization(s).
  • 5000 portal roles can be assigned to users.

Conclusion

Salesforce Client Portal serves as the integrated platform for your corporate applications as well as the customer relationship management.

As companies require more than just an application that allows them to track customer information, Salesforce Client Portal is one such platform which enables you with custom objects so that they may display or collect the required information of different types under a single object.