Customer Portal (B2B & B2C) Whitepaper
Automated Customer Engagement - Anytime & Anywhere
Nowadays, customers like to be thorough before they make a purchase. Especially for the products offering solution(s) that are quite new to the segment, offering more details through the Knowledge Management Portal will support the sales effort.
If you require your customers, affiliates, suppliers, and/or vendors to be added to the CRM and wish to provide access to specific modules, you can do that securely using a CRM Integrated Knowledge Sharing Portal. This access is role based and provides the same level of security as your CRM as the database remains the same.
Based on your choice, you can make the Knowledge Management Portal hosted as public domain or restrict access by making login compulsory. That is not all. You can further limit what data is accessible by whom by adding further access rules.
List of well-structured data will enable your customers to resolve a number of queries on their own.
When your customers are able to find answers to most queries, the man-power requirement will be reduced or better utilized.
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We can build a custom CRM Portal or a Web Portal independent of the CRM.
CMS Migration, Re-development, or making any size of updates on your existing CRM Portal.
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A Knowledge Management Portal can be a key element to your business process to share in-depth use-cases of your product, reduce support queries, and also help your employees locate specific details while they interact with your external stakeholders.
You can regulate what data can be visible to a selected group of stakeholders through a custom knowledge management portal. For example, there are certain product specific content you only wish your customers to be able to view. Using a custom knowledge management portal, that is possible.
Availability of in-depth knowledge of your products or services can be a significant factor to reduce manual error in data sharing. You can not only streamline what data to be shared with whom, but can also streamline the data-set shared with your business stakeholders.
For certain CRMs such as Salesforce, you must have opted for the Knowledge Base add-on to provide a Knowledge Base. Every CRM provides various sets of access rules and an array of features. Therefore, if you are a business utilizing these features and have hosted a Knowledge Base through the CRM, we can help you bring this data to the web using our custom Knowledge Management Portal.
A knowledge base can be hosted on your primary website too. Having a dedicated Knowledge Base Portal lets you move out of the limitations that your primary website imposes and provide regulated access through registered users. Our Custom Knowledge Management Portal will enable you to host and manage the wiki using CMS integration to effectively manage the data and provide access to a private group of users.
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