Building an effective customer portal: tips, benefits and points of attention

A customer portal is an online platform where customers can access information, products and services that are specifically available for them. It can also provide functions such as payment of invoices, placing orders and tracking the status of an order.

Building a customer portal is a big step for any business and can be challenging at times. Fortunately, there are agencies like us that specialize in building customer portals. At Toomba, we believe that a well-designed customer portal can improve customer experience while making operations more efficient.

To collaborate

Our team of experts works together with the client to ensure that the client portal will meet the specific requirements. They find out the customer’s wishes and make the translation so that it becomes clear in which way the realization must be processed in order to achieve the goals.

Goals, Requirements and Features

The approach to developing a customer portal starts with determining specific goals. This can range from reducing phone traffic to improving the customer experience by providing faster access to information. Once the goals are clear, the requirements of the portal are established. This includes a list of features that are neccesary, such as bill payment, ticketing system, etc.

Once the requirements are known, we put together a team to develop the customer portal. This team can consist of a project manager, developers, designers and possibly a customer satisfaction expert. The team works together to ensure the final product meets requirements and increases customer satisfaction.

User-friendly interface

The designers make sure that the customer portal not only looks professional, but is also attractive to the customers. They ensure that the customer portal has a user-friendly interface so that the information is clear and well organized. This is achieved by designing a user interface with the specific target group in mind.

Safe environment

Another important aspect is providing a secure development environment. This ensures that the customer portal can be developed in a safe environment and that the personal and financial data of your customers are protected. So make sure that a customer portal meets the security standards and guidelines of, for example, ISO 27001 and FSQS.

Tips, benefits, and key considerations for using a digital agency to create your customer portal

Customer portal benefits

  1. Improving the customer experience:
    A customer portal provides customers with faster access to information, products and services, improving their experience.
  2. Efficiency improvement:
    By automating common tasks such as invoice payment and order placement, a customer portal can increase a company’s efficiency.
  3. Cost savings:
    A customer portal can help to save costs by reducing phone traffic and automating common tasks.
  4. 24/7 availability:
    A customer portal is available 24/7, giving customers access to information, products and services at any time of the day.
  5. Improving communication:
    A customer portal can help improve communication between a company and its customers through features like ticketing systems and chatbot.
  6. Customer insight:
    A customer portal can give companies insight into customer behavior, such as most viewed pages, searches and orders.
  7. Data Security:
    A customer portal can help keep customers’ personal and financial information secure through SSL encryption and access security.
  8. Tailored to a specific audience:
    A customer portal can be tailored to a company’s specific audience, such as business customers or consumers.
  9. Self-service options:
    A customer portal can offer customers opportunities to book services themselves, such as appointments or order products.
  10. Improving customer satisfaction:
    A customer portal can help improve customer satisfaction through faster access to information and automation of common tasks.

If you create a customer portal, it is important to pay attention to a number of things:

  1. Objectives and Requirements:
    Clearly define the objectives of the Customer Portal and what features and information it should provide.
  2. User-friendliness:
    Make sure the customer portal interface is easy to navigate and that the information is clearly organized and easy to understand.
  3. Security:
    Ensure that the customer portal is secure and that customers’ personal and financial information is protected.
  4. Customer Satisfaction:
    Ensure that the customer portal meets specific customer needs by setting up customer satisfaction surveys and collecting feedback.
  5. Technology:
    Choose a technology that is scalable and easy to maintain so that the portal can grow simultaneously with the growth of your business.
  6. Integration:
    Check whether the customer portal can be easily integrated with other systems your company uses, such as CRM or ERP systems.
  7. Budget:
    Confirm the budget for the development and maintenance of the customer portal. This helps you determine which features you can include and which you cannot.
  8. Timing:
    Determine the time period in which the customer portal must be developed and deployed so that your company can plan accordingly.
  9. Maintenance:
    Make sure there is a maintenance plan for the customer portal, so that it always remains up-to-date and functional.
  10. Supplier:
    Choose a reliable supplier who has a good reputation and who understands your business needs.

So building a customer portal is a great way to improve customer experience while making business more efficient.

If you are looking for a digital agency that can help you build a customer portal, don’t hesitate to contact us. We are ISO 27001 certified and ready to help you realize a customer portal. Make an appointment today.

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