The challenge:
Our client approached us to build a web application where customers could login to view their recent orders, quotes and invoices. This provides the information needed quickly and easily, resulting in a great customer experience.
Our solution:
Integrating with their internal CRM, we built a custom web application where customers can login to access their recent quotes and orders. It also enables customers to download useful documents, quickly request a new quote and ask a question.
The Customer Portal is responsive, meaning customers can access the portal from their mobile, tablet or desktop, useful for customers who are often busy and need to regularly access the system from a mobile device.
The Portal also includes a news feed from the clients website, helping the client to market new products and keep their customers up-to-date with their latest news.
If a new customer needs to join the Portal, our client can easily manage the customer list to add and remove user accounts.
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Key features:
- Integration with CRM
- User account management
- Ease of access
- Responsive – mobile, tablet and desktop
- News feed
Document Library
Customers can access a document library which contains PDF copies of quotes and orders, and useful documents uploaded for the customer.
Detailed Quotes
Customers can login to view current and previous quotes, presented in a clear and easy to read layout.
Ask a question
Customers can quickly send a question which also syncs into the client’s CRM.
