7 Things Every Customer Portal Should Offer
When it comes to your business’s communications, the interface that you use to manage it can make all of the difference.
Not all customer web portals are created equal. We’ve identified the criteria you should look for in order to achieve the highest level of productivity and the most enjoyable experience.
1. Integrated Technology
Businesses have a plethora of communication services beyond their phone system, like hosted email, online fax, video conferencing software and toll-free services. Gone are the days where you need multiple systems and logins to access and manage them all. Look for a system that is supported by one platform that will centralize all of your services and offer you a single-point of access to everything you need.
2. Intuitive Design
Time is of the essence, so having a customer portal that offers a modern, user-friendly design that is easy to manage for both managers and employees and does not require any IT support will save you time, money and hours of aggravation.
Today’s workforce is mobilized. No one can afford to be tied to their desk phones or computers, so the platform to manage your critical business communications needs to match your work style. Your web-based customer portal should be accessible and work the same on each of your devices: smartphones, laptops, tablets, IPads® and desktops.
4. Permission-based Controls
When it comes to your business’s communications, different employees and departments have different functions and levels of authority. Having a customer portal that offers customizable user profiles based on user personas allows administrators to grant employees access to only the features that are applicable to their role.
Simple and fast is what we are all looking for when we manage anything related to our business. Your customer portal should offer user-centric technology like drag and drop capabilities, click-to-dial phone numbers, the ability to upload, listen to and record greetings, pay bills, view call history, listen to voicemail and import contacts, all from one central website.
With multiple site locations and communication services, it can be challenging to manage issues and contact support for each of your services. With a modern customer portal, you should have one-click access to contact support, chat live, open and view support tickets, access their online community and view how-to videos and support collateral for each of your services.
Many companies have multiple locations and employees that travel, so finding a platform that supports your communication services and can increase your connectivity across sites is a win-win. Features like real-time presence that showcases the availability of each of your coworkers before you contact them and the ability to initiate or join a video conference with just one click, allows your team to collaborate easily no matter where they are.