Customer Portal
Make Self-Service the Preferred Destination
Salesforce CRM helps you go well beyond mere call deflection. Get in on the conversation, tap
into community ideas, and turn customers into evangelists. And because it runs on the same platform
as your call center, you can deliver great cross channel service, no matter where your customers
start.
-
Help Customers Serve Themselves – Salesforce CRM provides a
personalized experience with easy access to the right answers in the knowledge base. And if an
issue needs escalation, your agents have instant access. The results: lower service costs and more
satisfied customers
- Go Beyond Self-Service – Salesforce CRM delivers the flexibility to build the rich self-service experience your customers are demanding—whether it’s reporting, training, content, or anything else you can think up—all via point-and-click customization.
- Tap into Consumer Wisdom – Online, customers have a louder voice than ever before, and Salesforce CRM gives you the opportunity to be a part of that conversation. Provide a forum for customers to discuss challenges, and show them how you’re responding. Harness community innovation to resolve customer issues and influence your company vision.
Branding & Customization
Customer Segmentation
Knowledge Management
Case Management
Suggested Solutions
Content Management
Ideas Management
Asset Management
Customer Reports
Custom Objects
Customer Segmentation
Knowledge Management
Case Management
Suggested Solutions
Content Management
Ideas Management
Asset Management
Customer Reports
Custom Objects
Send the right message with a
branded portal. Easily customized for your business, processes, and customers.
Create customized experiences for
different users. The right service level for the right customer.
Help customers find the right answer
the first time themselves. Increase satisfaction and reduce agent workload.
Customers can log their cases and get
updates 24x7. The result: more effective agents and higher customer satisfaction.
Propose the answer. More chances for
customers to help themselves means higher satisfaction and less burden on agents.
Deliver product documentation or
other downloads that encourage customers to come back to self-service.
Engage your online community.
Harness innovation from the crowd, and let customers vote on their favorites.
Give customers full visibility into
their products. Allow them to track cases related to them.
Give customers the visibility they
want. Keep them satisfied and returning to self-service.
There's no limit to what you can
include in your portal. Create the experience that matches your business.




