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Showing posts with the label salesforce wordpress portal

Things You Need to Consider While Integrating WordPress and Salesforce

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WordPress and Salesforce are the crème de la crème of their industry, at the top of their game. Salesforce promises to drive your business forward, consistently and insightfuly with a suite of tools; and WordPress helps you take that business to the world in a few clicks. Pick any tool in those categories, CRM and CMS, your business cannot exist without those in this age. This is why bringing these two tools together is the best bet for your business. The many things that this integration can give you are form builders, web-to-lead forms, form builders, etc. As and when anyone interacts with your business, they interact on the WordPress side, and you get actionable information and insight on the Salesforce side of things. 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 ...

Top 5 Benefits of AI in Customer Service

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Good customer experience is one of the driving forces behind having a successful business in this competitive market. According to research done by Salesforce, 80% of decision makers think that having a better customer experience is one of the most important things. Today customers are giving equal importance to good experience as they give to products and services.This has made it challenging for businesses to always be on their toes, go one step ahead and serve their customers better. To ease this entire process of making customer experience better technology has helped a lot. One such thing is new in the field of customer service and that is AI. More than half the work decreased when portals were introduced in the market. And now going one step further, companies have started introducing AI in portals. This has made lots of tasks of customer agents easy and helped them increase their productivity.   Let’s see ways AI is helping your customer agents serve your customers better...

Update: Our Salesforce WordPress Portal has a Page Builder Feature Now!

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We are pleased to announce that we have added a brand new feature to our Salesforce WordPress customer portal, a drag and drop page builder with our latest product release of version 5. It makes adding pages to your customer portal a quick, simple affair. The feature builds on WordPress’ Gutenberg block editor with a three-step process in lieu of coding a page. Finalize the layout, select the block, drag and drop on the page, preview, and hit publish! Without coding, you can get the page up and running in much less time. Here’s a quick sneak peek of the page builder in action:   One of the benefits of having this feature is that you can preview the page when you are done setting it up and if you don’t like, changing it up takes only minutes. Apart from the drag and drop builder, we have also integrated the portal menu along with the WordPress menu for a seamless experience for our customers. Our portal development team was eager to build this feature to provide ease and flexibili...

Top Customer Service Challenges In 2020 and One Solution

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Handling customers is an extremely difficult task. Every customer has different requirements or issues and dealing with these becomes difficult for your staff. But, in the competitive world of business, your customer service speaks louder. It is one of the factors which defines whether your business will flourish or not. There is constant pressure to innovate and innovation is not easy. So while you put efforts there, you also have to put efforts in customer service. That can be the differentiator between you and your competitors. One of the reasons that a company loses customers is because they only focus on unhappy customers. Now of course, that is easy to do. They are upset with you and they are demanding your attention. This makes it difficult to focus on and cater to satisfied and happy customers. Bad customer service will bring your reputation down, while good may go unnoticed. This is why you have to be proactive with how you treat them. You need to take care of th...

What is Salesforce Customer Portal?

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Before we start with the Salesforce customer portal, let’s explore all the types of Salesforce portals, their differences, and their use case. Types of Salesforce Portals Salesforce offers three types of portals that have different use cases: - Partner Portal - Self-service Portal - Customer Portal It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal. Let’s look at the difference between them. Difference between Customer and Partner Portal The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data. Compared to this, a customer portal works as a platform for your cu...

4 Features of Self-service Portals For Better Customer Service

Website owners use self-service portals widely. With them, you can provide better support services to your customers. It is a critical part for any company as customers might need it anytime when using your services/products. And with portals it becomes easier than ever to assist them on-time. Let's see how self-service portals can make your customers' life much easier: Thanks to technology, most of our operations are dependent on technology. Whether it is shopping, whether it is for clothes, furniture, medicines, food, or electronics, customers prefer online stores over going to an actual shop. This has made it all the more necessary to provide the support they need. For instance, if you are a store owner of any fashion brand, your website has all the information about clothing items, discounts, new trends, available sizes, etc. And this store is global. Hence it might be difficult to provide support across time zones. You have to hire support staff that can work...