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If you are a freelancer, your inbox never sleeps. Nor does your phone, or your messages, or you. You know exactly what I am talking about if you have ever answered calls from clients at 11 in the night saying that they can’t find a draft from the previous week. This communication and management gets more difficult when you have more clients. This is why you should take advantage of technology and invest in a WordPress client portal. It can be your respite from multiple emails and spruce up the way you manage all the projects that you are working on. If you don’t depend on simply email, then you have a document collaboration software, a communication software, file-sharing software and a completely different one for managing your contracts with each client. You can have all of it in one place. Let’s look at how a client portal can benefit you. Professional appearance: This client portal works in connection with WordPress so it can look like a part of your website with match...

The pharmaceutical industry ties in very closely with the medical industry. For an industry that deals routinely in drugs of varying composition and intensity, it is crucial that it has a system in place that monitors and keeps a check on the patients’ drug consumption. Since this is a highly sensitive customer-facing industry, it’s beneficial to have a CRM customer portal solution in place to navigate the daily interaction with patients. In this blog, we’ll explore all the ways a customer portal can be beneficial in the pharmaceutical industry.  For Over the Counter Medication: A pharmacy can have a web store or mobile app. Anyone can download such an app and it works like any ecommerce store. When these customers make an account on your store, the profile details are stored in your CRM. For Prescribed Medication: On the other hand, you cannot sell prescription medication or controlled drugs online, or in a store, without a doctor’s prescription. This is what the p...

‘Self-service’. The phrase itself means to serve yourself or to help yourself. That’s where the idea of a customer portal comes from. If you are a business that wants to provide 24*7 customer support without extending working hours or without hiring more support executives, then this is the tool you are looking for. A customer portal is a single point of interaction between customers and business. Let’s see how effective can a customer portal can be: The obvious benefit of a customer portal or a self-service portal for your business is the convenience it provides. Both to your business as well as your customers. If we talk about customers, the popular opinion is that they prefer the self-service option rather than having to have long & tedious human interaction. It helps to get faster solutions, and they don’t have to visit a brick and mortar store. This is why the best option is to provide your customers with online customer portal solutions. If we were to think based ...

Customer Relationship Management (CRM) is synonymous to the brand Salesforce. It’s the first name that pops up whenever there is any chatter about CRM. They have set the standard for the whole industry to follow. As of 2019, they will complete their two decades into the business. Two whole decades! One can safely assume they know what they are doing. Moreover, last year, it was the best company to work for , according to Fortune’s 100 Best Companies to Work For . So, you could only imagine the kind of talent working there to keep Salesforce at the top. Similarly, when you talk about Content Management System (CMS), people are bound to think of WordPress, a company that is five years junior to Salesforce but has a similar reputation in the market. Almost anyone who has ever wanted to set up a quick blog has used WordPress. Needless to say, it is equally popular as Salesforce, for what it provides to the users. Now imagine the possibilities with the combined power of Salesfor...

When you visit any website as a customer, you must have come across several statements like below: “To submit any product related query, you can contact our support team on this email id.” “If you need any additional information about our product, you can check out the FAQs page.” “Our support staff operates between business hours only.” In such scenarios, you might have felt overwhelmed. Because there were a number of ways to contact for a single query. In e-business when it comes to customer interaction, it is important to have an efficient and proper flow that helps the user navigate your e-store. And I am sure that you don’t want all the product, contact, services, and other new queries being flooded on single email id. The best solution for this problem is web customer portals. The portals help you to get rid of this chaotic jumble. They are the single click destination for all types of customer queries. When you consider any of the web portal solutions for your b...

If you have your own online business then you must be aware of all the endless responsibilities that come with it. The base of your business growth is how you handle all your current relationships and operations that comes with customers. CRM software helps many businesses across the globe to work on such operations and enhance the customer interaction cycle. CRM system is capable of streamlining your business operations in an organized manner. They provide you with all the required customers’ details whenever required. When it comes to accessing the same data in real time, your CRM system will need a solution which integrates with it easily and extend its functionality. A CRM customer portal is the ultimate answer. Let’s learn more about the same. About CRM Customer Portals It is a role-based system which let your customers and you access the CRM data whenever needed. Your customers can have their own account and within a few clicks, they can pass the message to you. On ...

Technology has penetrated most professions. Management is no exception. Any given company deals with customers, employees, and suppliers on a daily basis. As the company grows, managing all this human resource can be a hassle. Thankfully, we are tech-enabled civilization and by nature, we look for answers in technology. That technology, in this context, is portals. What is a web portal? A web portal is a web-based solution that provides a single point of interaction to various people who are involved with a business. By an extension of the definition, one can say that a portal enables the sharing of relevant information with the relevant people. This improves the collaboration and communication between the concerned parties. The beauty of a well-developed web portal is that it integrates seamlessly with your website. This gives it the same look and feel and uniform overall experience. It helps keep things transparent and gives you better control over your operations. Ad...

“There is only one boss. The Customer.” A quote by Sam Walton says it all. Having your own business comes with endless responsibilities. But how you handle customer interactions is of utmost importance. It is a complex responsibility which involves various roles, obstacles, and processes which must work simultaneously. With the help of CRM technology, you can streamline your business operations and customer interaction to a great extent. A CRM software organizes your business operations by storing and providing all the required customers' details on time. But when it comes to managing real-time requests and queries of customers, CRM demands the solution that works with it in a simulated manner. To tackle such shortcomings, a customer portal fulfills the gap which integrates with your CRM & CMS. What is a CRM Customer Portal? A CRM customer portal is a junction between you and your customers. It provides role-based authorization. Based on that, your customers can le...

CRM is a powerful tool. Since its inception, it has helped many companies gain insight into customer behavior. CRMs have a specific purpose and they serve it well. But they have a limited scope. That is why we need plugins. Plugins significantly increase the scope of the CRM. Perhaps the most important example of CRM plugins is a customer portal. New technology can be overwhelming. Because of this, it is easy to overlook a few details. Ironically, while using the CRM, sometimes you might end up overlooking the customer’s perspective. How does CRM affect the customer? When you think about it, you’ll find how perfectly the customer portal fits into this picture. The core function of a CRM is to facilitate orderly interactions with the prospects and clients. However, this is the era of self-managed customers, who can access the quotes, invoices & contracts with minimal involvement of your team. This is your average customer today. And to appease such a customer, you need a wa...

WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with their information in two ways. One, by signing up to the newsletter and two, by registering for an event. The task of your CRM is to collect that information and store the data at one place enabling you to keep it organized. However, if you wish to provide your customers with a more personalized browsing experience and boost engagement, you need to integrate WordPress and Salesforce in the best way possible. This can include anything right from plugins like Salesforce Portal for WordPress and apps to customized integrations. Let’s know about the aspects you need to consider in case you go for Salesforce WordPress  Integration : Integration through Apps Third-Party apps are a widely used option when it comes ...

An eCommerce business is no less than a small child. The keen interest and supervision on all your interactions with your business determine your success and roadmap. From managing store inventory, product orders to customer relationship management all of them are important business aspects. While there are a plethora of modern applications available to handle tedious operations like inventory management, shipments, returns, and so on, a customer portal plays a vital role behind managing your customer interactions. Customer Portals enable streamlined communication between clients and employees. Based on the purpose of your business, you can leverage the functionality of portals to improve the day to day interaction cycle between you and your customers. If you are using the most powerful & renowned CMS WordPress to run your website operations, then let's explore the ways a WordPress Client mangement plugin helps your business grow. We have explained some of the most commo...