Salesforce Customer Portal — The Face of Your Business

You’ve probably heard loads about the immense benefits that implementing Salesforce in your organization entails; it streamlines workflows, provides mechanisms to efficiently monitor and track progress, and just generally makes several aspects of the business process much more convenient for your employees, which in turn enhances the experience they provide to your customers. But, is that really all a CRM can contribute to customer experience? Let’s find out!

Salesforce not only provides you with an abundance of features to optimize your business processes but it also provides you with a mechanism to bridge the gap between these processes and the people involved in them, including your customers. How exactly does it do that you might ask? By providing salesforce customer portals that are essentially a user interface that links users directly with the business process that they are the most important part of. With Salesforce customer portals, which are referred to as communities, you can provide your customers, employees, and even partners with an online tool that they can use to directly manage their business with you without having to go through any intermediaries. While there are certain standard Salesforce customer portals that you can choose from, there is also the option of getting your own custom portal created so you can provide your end users with the best of your specific services! The benefits of customer portals are fairly obvious, let’s outline a few of the added benefits of a Salesforce customer portal to see what they could mean for your business.

User Convenience

Similarly, Salesforce portals designed for employees and Salesforce partner portal for partners makes things much more convenient when it comes to interacting directly with your business. The efficiency in terms of time and personal interactions also make custom client portals a great choice for aspiring businesses.

Brand Development

Personalized Customer Service

Improved Recordkeeping

These are just some of the many benefits that using a custom client portal could reap for you. The bottom line is, Salesforce customer portal allows you to make the most of your Salesforce CRM by extending the system to your customers and partners, so they can interact with you at their convenience. Intrigued? Take a look at some of the many ways businesses have gotten their Salesforce portals customized through Rolustech!

The Possibilities With Custom Portals

Similarly, in another portal, we provided customers of a finance organization with the option to keep track of their information and also upload single/multiple new files of data to their portal.

In addition to portals for customers of organizations, we have also created a portal for employees that allow them to organize and structure their work through a dashboard that shows current workflows of projects and allows tasks to be delegated accordingly.

This isn’t all! The possibilities with custom Salesforce portals are endless and depend only on the specifics of how your business functions and what you need customers and/or employees to be able to do.

Our Expertise

Rolustech is an Official Salesforce Partner firm providing professional services that include Salesforce Consultation, Implementation, and other Salesforce Services.

Originally published at on May 3, 2019.

A SugarCRM, Salesforce, and Magento Certified Developer & Partner Firm. Tweets on #CRM #Sales #Marketing #Social + many more.