How a customer portal can help you do more with less

By Blue Wren Ltd

16 Jun 2020

customer-portal-1200x675.jpg

After Covid-19 business has changed forever.  And for you to survive and prosper you must adapt to the new trading environment.  This means reducing overhead costs as well as adopting new ways of reaching your customers.  A customer portal will help you do both.

Before the pandemic, 60% of businesses in the US expected to implement a customer portal within the next 12–18 months. (source)

This figure is now even higher after Covid-19, with heavy restrictions placed on face-to-face contact and the drive improve efficiency across all areas of business.

Customer portals allow a greater two-way flow of information and collaboration between customers and the business, helping to build stronger relationships.

Important information such as contracts, proposals, quotes or project plans can be accessed via a portal by staff, external partners (contractors, freelancers, etc) and customers. In addition, tasks that were previously completed face-to-face can now be done online and at the customer’s convenience.

The specific functionality of the portal depends on the industry and the type of business.  For example, a customer portal for a recruitment company may contain documents, applications and job offers.  While a portal for a property management company might contain contracts, a record of correspondence as well as a reporting system.

As well as the significant cost savings a customer portal can deliver, there are also a range of other benefits for the business:

Stronger customer relationships

Customers can quickly and easily access information and clear up any discrepancies or questions they may have.  This rapid response helps to strengthen relationships and build customer loyalty.  Centrally located, online forms such as support requests, requests for quotes, acceptance of quotes or work orders, make it much easier for the customer to do business with you rather than your competitors.

More time for your customer service team

By providing a specific place for customers to access information and support at their own convenience, your service and sales staff can allocate more time to activity that generates greater value for the business, such as networking, new business and upselling.

Data synchronisation and integration

By extending your customer portal to incorporate CRM, project management and workflow functionality you can further streamline operations and dramatically improve productivity.  The portal can automate repeatable, manual tasks such as appointment reminders, enquiry tracking and requests for information. This helps streamline processes and speed up service delivery.

Auditable conversations

Everything shared through a customer portal is stored and saved against the customer’s record, allowing both parties to refer to it if, or when, needed. This transparency builds trust between both parties and identifies potential issues before they escalate.

Time to do more with less

The COVID-19 crisis has presented you in a once in a lifetime opportunity to transform your business into something more resilient, productive and profitable. You now need to do more with less.We have the expertise and the software platform to help you. So, if you would like to discuss how we can help your business improve productivity, please don't hesitate to get in touch. You can do so by calling the office on 01772 823734 or by visiting our online enquiry form.

Latest news

1

CMAC Group appoints Matthew Ratcliffe as chief operating officer Matthew Ratcliffe CMAC

CMAC Group appoints Matthew Ratcliffe as chief operating officer

03 Apr 2025

2

For sale signs at The Villa Villa Wrea Green has been brought to market (Image credit: The Villa Wrea Green)

For sale signs at The Villa

02 Apr 2025

3

Montane group expands with new Lancashire hub Anthony Rae Scott Murcott And Adam Lee

Montane group expands with new Lancashire hub

02 Apr 2025

4

Trio of wins for Lancaster brand and digital consultancy Tom Grattan MD and Daniel Wallace

Trio of wins for Lancaster brand and digital consultancy

02 Apr 2025

5

College excellence highlighted in Ofsted report Fazal Dad

College excellence highlighted in Ofsted report

02 Apr 2025

Pc Prestonmacan Gif980x120 March
Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
Lancashire Net Zero Carbon Conference
Net Zero Carbon Social 1200px
Networking
18 Jun 2025

Lancashire Net Zero Carbon Conference

Crow Wood Hotel & Spa Resort, Burnley, BB12 0RT

08:30 - 13:00

CMI Level 5 Management and Leadership Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Management and Leadership Course

Preston Campus, Preston , PR1 2HE

09:00 - 17:00

CMI Level 5 Project Management Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Project Management Course

Preston Campus, Preston, PR1 2HE

08:00 - 17:00

RISE - The Academy for Female Leaders and Managers
WENDY BOWERS RISE Illustrstion copy.jpg.jpg
LBV Hub Seminars
02 Apr 2025 - 08 Oct 2025

RISE - The Academy for Female Leaders and Managers

East Lancashire Chamber of Commerce, Clayton le Moors, BB5 5JR

09:00 - 15:30

WHN Charity Quiz Night
Evenbrite Quiz 2025.png.png
LBV Hub Fundraisers
03 Apr 2025 - 03 Apr 2025

WHN Charity Quiz Night

The Stables Country Club, Bury , BL9 1PU

18:00 - 22:00

Chamber Breakfast Networking – April
Chamber logo - new-02.png.png
LBV Hub Networking
03 Apr 2025 - 03 Apr 2025

Chamber Breakfast Networking – April

The Dukes Theatre, Lancaster, LA1 1QE

08:00 - 10:00

Lancashire Business Expo 2025
https---cdn.evbuc.com-images-880395853-4862066883-1-original.20241022-091152-2.jpeg.jpg
LBV Hub Exhibitions
04 Apr 2025 - 04 Apr 2025

Lancashire Business Expo 2025

Sir Tom Finney Sports Centre, Preston, PR1 2HE

09:00 - 15:00

The Business Network Central & East Lancashire
LBV Hub Networking
24 Apr 2025 - 24 Apr 2025

The Business Network Central & East Lancashire

Stanley House, Blackburn, BB2 7NP

11:30 - 14:15

People Power: Exclusive Event Series
Stay ahead in 2025.jpg.jpg
LBV Hub Seminars
29 Apr 2025 - 29 Apr 2025

People Power: Exclusive Event Series

People's History Museum, Manchester, M3 3ER

17:00 - 21:00

Planning for the future + navigating Inheritance Tax changes
Planning for the future + navigating Inheritance Tax changes for website.png.png
LBV Hub Seminars
01 May 2025 - 01 May 2025

Planning for the future + navigating Inheritance Tax changes

Stanley House Hotel, Mellor, Blackburn, BB2 7NP, Blackburn, BB2 7NP

08:00 - 10:30

A night at the races
1.png.png
LBV Hub Dinners / Balls
02 May 2025 - 02 May 2025

A night at the races

Morecambe FC, Morecambe, LA4 4TB

19:00 - 23:59

Amber River True Bearing quarterly investment seminar
LBV Hub Seminars
22 May 2025 - 22 May 2025

Amber River True Bearing quarterly investment seminar

Cottons Hotel & Spa , Knutsford, WA16 0SU

16:00 - 18:00

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more Lbv121 Online Graphic
Subscribe now

Weekly news bulletin