Benefits of Investing in Dynamics CRM Customer Portal

In today’s time creating, supporting, and deploying customer portal integrated with your Dynamics 365 instance is very easy.

In Dynamics 365 portal, your customers get an online platform to communicate and collaborate with your business. Depending on your customers, you can design the portal and add functionalities accordingly.

Dynamics 365 portal provides functionalities like ticket generation, search knowledge guides, suggest new ideas, and many more.

Dynamics 365 portal provides you the ease from procuring the hardware, certificates to install, web server to provision, etc. In just a few clicks you can set up everything and start with your portal.

So, let’s understand the advantage of having a Dynamics CRM customer portal:

• Customer Engagement:

Engaging customers, in turn, helps you retain your existing customers; these customers, in turn, become your advocates and spread the word for you. In fact, they will help you to get new customers as well.

Having a customer portal will act as a cherry on the cake. This will help you to encourage your customers and your potential clients to discuss to learn about your products in depth.

Remember encouraging your customers online is the current trend. Put up questions related to your products, encourage them to answer these questions, and be part of the conversation around your brand.

Don't engage them only on your community portals, but also engage them on social media platforms. This is what today most of the big companies like Zomato, Swiggy, Netflix are doing.

Coming back to portals, you can even use them as a platform to publish your articles, blogs, or posting questions about your products.

• Helping your Customers:

Having customers is important but helping and assisting their needs is the key to making them stay. Using Dynamics CRM customer portal, your clients can easily log in and cater to their needs. Further, this self-service portal will help them to find answers to their questions, know the status of their issues, and many such things.

These self-service portals will help you to decrease the generation of support tickets, customer calls, and many more. And all this helps your support staff to work more efficiently.

Additionally, Dynamics CRM customer portal suggests your customer knowledge base articles on the basis of the keywords they enter, even before clicking on the submit button. Just like Google search engine. This reduces the redundant ticket generation and helps your customers on the spot.

• Engaging your partners:

Dynamics also has a partner portal. If you are thinking to engage your partners like distributors, resellers, suppliers, etc. then partner portal is the perfect solution. You can use partner portals to capture sales channel data from your partners.

It gives your external partners a platform to create, manage, and collaborate with your in-house staff. You can gather real-time metrics from your partners and provide your agents with better data you want.

They help to empower your partners to make better and faster decisions. Additionally, you can even enable yourself to collect curated data which can help you in the future to plan strategically.

• Engaging your employees:

Employee portals work the same as an intranet for your internal staff. This will provide one platform to your staff where they can curate and share their knowledge.

You can provide groups with target access to CRM features without providing them the front end. This is helpful to your staff and makes it easy for them to interact with the CRM data when and where the need arises. Similar to customer service portals, employee portals are useful to submit and resolve internal issues.

• Customer portal framework:

This is one of the most customizable and extensible portal frameworks. It provides you a kick start for minimizing overhead cost that associates with the infrastructure and helps in platform development.

With the help of the framework, you can create multiple portals like agent portal, franchise portal, investments in service technicians, professional portal and various other types.

Final words:

Dynamics 365 portal helps you to stay ahead in the game in this competitive market place. It helps you to use Dynamics 365 to the full potential and manage your clients effectively.

Mr. Maulik Shah is the founder & CEO of CRMJetty, a hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM including WordPress Customer Portal.