Client Self Service Portal


Client Self-Service Portals for ERP allow the client to intelligently structure and surface just about any data including product and service information and use the products. Putting this information in the hands of the clients, lets them access support on their own terms and, in return, can reduce the number of cases that the service teams have to manage.

Additionally, client portals allow clients to place and cancel orders under recurring terms and conditions without the help of their sales associates.

Clients can purchase products during any time of the day or night, providing flexibility for the client and empowering global sales.

Customize the Client Experiences

Information such as orders, pricing, delivery schedules, and delivery processes in the solution can populate the client portal. Likewise, information obtained about a client through the portal will be entered into the CRM solution. This automatic importing of data into the system prohibits valuable information from getting lost.

Tailor Sales and Marketing Processes

With an integrated client portal, client can do their best for sales and marketing. Integration with ERP can suggest cross-sell or up-sell items based on client buying behavior. Clients eligible for reward programs can be automatically notified when they qualify for a reward based on the information obtained through the portal.


Increase Client Engagement


With client experience, there will be an increase in the brand value. The portal provides excellent ways to facilitate this engagement, giving clients an exclusive with the company. Client engagement and the creation of a strong brand community can make a significant impact on the company sales revenue.

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