The Business Case for a Customer Portal

The Business Case for a Customer Portal

No matter your industry, a customer portal can offer significant benefits for your business. Keystroke understood this early on, which led us to develop the Keystroke Account Manager. This portal provides our customers with a range of self-service options that aren't available through other resellers or even Act! itself.

Here are some key advantages of implementing a customer portal:

  • Self-Service Capabilities: Portals enable customers to independently address their needs and access information, aligning with the preferences of the majority.
  • 24/7 Access: Customers can view their account details, track orders, and adjust settings at any time, providing convenience and independence.
  • Increased Customer Satisfaction: A well-designed portal offers a streamlined, efficient interface that enhances overall customer satisfaction.
  • Boosted Operational Efficiency: Portals reduce the volume of routine inquiries that require direct support, thus improving agent productivity.
  • Enhanced Security: Portals provide an additional layer of security for customer interactions with your business.
  • Insightful Feedback: They are a valuable tool for gathering insights into customer behavior and preferences, helping to refine services and products.
  • Cost Savings: By enabling self-service, businesses can reduce the costs associated with customer support.

A common challenge for many businesses is the initial setup of a customer portal, often requiring a costly ERP system to deliver valuable data to customers. We believe that integrating portal technology with a CRM is essential for making it accessible to a wider range of businesses. For instance, Act! Premium Cloud, starting at $30/month/user, provides the necessary API technology to connect a web-based portal with customer data in Act!.

Our Keystroke Account Manager (KAM) exemplifies this approach. It integrates key features with Act! to provide valuable data, including:

  • Subscription and licensing details
  • Support contracts and details
  • Transaction history via Qsales integration with Act!

We developed KAM because we are committed to fostering stronger customer relationships and enhancing the overall customer experience. We believe this goal resonates with other small businesses, which is why we strive to make this technology accessible to Act! users.

Stay tuned for more updates.

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