Salesforce Customer PortalsExperience seamless portal development with AI-enhanced, low-code tools tailored for Salesforce users. Personalize user journeys, automate processes, and access real-time data for enhanced support and streamlined workflows. Ensure a faster go-to-market, deeper engagement, and strong security with CRMJetty’s AI-powered Salesforce Customer Portal.
Transform the way you interact with customers through our advanced Salesforce Customer Portal. Designed to forge meaningful connections, our solution delivers personalized experiences that not only elevate engagement but also significantly enhance customer satisfaction.
Connect Your Salesforce
Create Your Portal Site
Update Your Branding
Design Pages Without Code
Publish Your Portal
Build custom portals effortlessly with our intuitive, drag-and-drop interface, designed for speed and ease.
Accelerate your launch with rapid development tools that minimize time and maximize efficiency.
Enjoy transparent, flexible pricing plans that adapt to your business needs, making it easier to scale as you grow.
Equip your internal team with an easy-to-use, drag-and-drop CMS. This allows users to create, manage, and update portal content effortlessly, ensuring that customers always have access to the latest information and services without technical delays.
Implement secure, role-specific access controls that distinguish between internal users and external customers. This feature ensures that your team has the right tools and data, while customers access relevant information and services.
Integrate and manage a wide range of Salesforce objects within the portal, allowing your internal team to gain a comprehensive view of customer interactions. This empowers users to offer more personalized, accurate, and timely support to customers.
Leverage interactive widgets that provide real-time Salesforce data to users. This keeps your internal team informed of customer activities, enabling them to address needs swiftly and improve customer experiences.
Leverage interactive widgets that provide real-time Salesforce data to users. This keeps your internal team informed of customer activities, enabling them to address needs swiftly and improve customer experiences.
Create an exceptional customer experience with local features and language integration, all without the complexity of managing multiple sites. Configure your multiple websites, each with its unique features, under one centralized portal platform.
Leverage the flexible UI enhancement functionality and design custom widgets using HTML, CSS, and JavaScript. Extend the capabilities of your CRM portal with a custom workflow interface, multilingual environments, and more.
Expand your portal’s functionality by integrating it with a variety of third-party tools, including CRM systems, marketing platforms, and payment gateways. This ensures both users and customers benefit from a comprehensive solution.
Top-tier data protection with ISO 27001 and 9001 certifications, verified by TÜV. The portal supports Single Sign-On (SSO) for added convenience, ensuring trust in its reliability and integrity.
solution.
Our Salesforce-integrated portal adapts to diverse industry needs, helping businesses streamline operations, enhance customer interactions, and drive growth. From managing complex workflows to automating customer support, these use cases deliver tangible results across sectors, improving both efficiency and customer satisfaction.
Case Deflection
Case Management
Knowledge Base & Articles
Document Management
Content Management
Order Management
Dashboards
Inquiry forms
& more…
Maximize your operational efficiency with portals designed to fit your industry’s distinct challenges. Deliver better service, drive more engagement, and create lasting relationships.
Our portal simplifies nonprofit operations, transforming donor and volunteer interactions into streamlined processes. Centralizing data and automating tasks enables efficient donor engagement and improved campaign outcomes through personalized communication. With real-time analytics and secure document handling, nonprofits can make informed decisions while fostering transparency.
Educational institutions often face issues like low student engagement, complicated enrollment, and a lack of real-time performance tracking. Our Salesforce-integrated education portal addresses these challenges, making it easy for schools to manage student and staff data, automate processes, and enhance communication with parents.
Our insurance portal centralizes policy management and improves customer service by automating claims and communications. It enhances customer trust with clear, accessible policy information and secure document handling. The portal supports marketing automation, boosting upselling and cross-selling opportunities.
The healthcare portal integrates patient management, doctor scheduling, and insurance handling to enhance care quality. Patients gain easy access to appointments, health records, and progress updates, creating a seamless healthcare experience. It also ensures data privacy, supporting compliance while improving.
From supply chain coordination to distributor engagement, our manufacturing portal transforms operations into streamlined workflows. It enhances supplier communication, optimizes RFQs, and tracks real-time work orders, boosting operational efficiency. The portal’s robust analytics offer insights.
Real estate organizations face challenges like high lead acquisition costs, unmanaged sales processes, and underutilized referrals. Our Salesforce-integrated portal addresses these issues by centralizing property management, improving buyer engagement, and reducing marketing costs.
Designed to optimize IT operations, the portal automates service requests, tracks task progress, and enhances client communication. Real-time dashboards and secure document handling ensure clear insights and efficient project management. Customers access self-service tools for faster resolutions, improving both client satisfaction and service outcomes for IT teams.
Our portal simplifies nonprofit operations, transforming donor and volunteer interactions into streamlined processes. Centralizing data and automating tasks enables efficient donor engagement and improved campaign outcomes through personalized communication. With real-time analytics and secure document handling, nonprofits can make informed decisions while fostering transparency.
Educational institutions often face issues like low student engagement, complicated enrollment, and a lack of real-time performance tracking. Our Salesforce-integrated education portal addresses these challenges, making it easy for schools to manage student and staff data, automate processes, and enhance communication with parents.
Our insurance portal centralizes policy management and improves customer service by automating claims and communications. It enhances customer trust with clear, accessible policy information and secure document handling. The portal supports marketing automation, boosting upselling and cross-selling opportunities.
The healthcare portal integrates patient management, doctor scheduling, and insurance handling to enhance care quality. Patients gain easy access to appointments, health records, and progress updates, creating a seamless healthcare experience. It also ensures data privacy, supporting compliance while improving.
From supply chain coordination to distributor engagement, our manufacturing portal transforms operations into streamlined workflows. It enhances supplier communication, optimizes RFQs, and tracks real-time work orders, boosting operational efficiency. The portal’s robust analytics offer insights.
Real estate organizations face challenges like high lead acquisition costs, unmanaged sales processes, and underutilized referrals. Our Salesforce-integrated portal addresses these issues by centralizing property management, improving buyer engagement, and reducing marketing costs.
Designed to optimize IT operations, the portal automates service requests, tracks task progress, and enhances client communication. Real-time dashboards and secure document handling ensure clear insights and efficient project management. Customers access self-service tools for faster resolutions, improving both client satisfaction and service outcomes for IT teams.
If a Salesforce Customer Portal isn’t what you need, our customizable Partner Portals and CMS-integrated solutions might be the perfect fit. Enhance collaboration with a tailored Partner Portal or combine the flexibility of WordPress with the power of Salesforce. Our solutions are designed to streamline workflows, boost productivity, and meet your unique business needs.
Make your partnerships collaborative with our Salesforce Partner Portal! Customize our portal as per your niche and make the most out of it. With outstanding scalability, this solution is perfect to boost productivity and enhance communication.
We offer a Salesforce WordPress Customer Portal – with the flexibility of WordPress on frontend and robustness and effectiveness of Salesforce on the backend.
Reviews that highlight the trust, value, and impact we deliver through our tailored solutions.
Guillemot Corporation is a designer and manufacturer of interactive entertainment hardware and accessories. They offer a wide range of digital audio solutions ...
They provide electrical and plumbing estimates through their software, and also offer training and support for the same ...
Our US-based client, E78 Partners, a services firm for finance and technology, needed a scalable, governed way to equip partners with current resources. Partners relied on manual exchanges...
CIMSPA, the professional body for the UK’s sport and physical activity sector, needed a more efficient system for managing memberships and partner onboarding. Their existing portal...
A leading private university partnered with CRMJetty to digitize and simplify its admissions and enrollment process. The institution needed a centralized solution to address challenges...
Partner PortalSalesforce
Insurance PortalPartner PortalSometimes, customers want to solve problems on their own, and a Salesforce Customer Portal gives them exactly that – a quick, self-service solution to tackle their issues without needing to contact support.
When was the last time you had to make a simple account update or check your order status? You preferred logging in and handling it yourself over waiting in a support queue. That’s the idea behind customer portals. It is a space on your website where customers can find answers, manage their accounts, and complete tasks independently.
Customer portals save time for both customers and agents. Instead of fielding routine questions, agents can focus on complex cases requiring personal attention. Meanwhile, customers get the answers they need faster, leading to higher satisfaction and fewer service delays.
Portals also add a personal touch. When customers log in, they’re greeted with information tailored to them – whether it’s their account details, order history, or even recommendations. This level of personalization makes the experience seamless and keeps customers coming back.
By offering a Salesforce Customer Portal, you’re not just simplifying tasks; you’re creating a service experience that’s fast, intuitive, and built around the needs of your customers. It’s a small change with a big impact, helping your business deliver exceptional support at any time, day or night.
For more information, check out this blog:
https://www.crmjetty.com/blog/what-is-salesforce-customer-portal/
The primary difference lies in their target users and functionalities:
Salesforce offers various portals designed to meet specific business requirements, enabling seamless collaboration, engagement, and efficiency. Here’s an overview of the key portal types:
Customer Portal:
A self-service platform where customers can resolve issues, manage accounts, track orders, and access knowledge base articles. It empowers customers with 24/7 support, reducing reliance on agents and enhancing satisfaction.
Partner Portal:
Built for external business partners like distributors and resellers, Partner Portals streamline collaboration through features like lead sharing, deal registration, opportunity management, and co-marketing tools, helping drive sales and business growth.
Employee Portal:
Designed for internal users, these portals centralize HR tasks, provide access to company resources, and improve internal collaboration, making workflows more efficient.
Self-Service Portal:
A specialized portal that focuses on enabling customers to perform common tasks independently, such as resetting passwords, submitting support tickets, or tracking order statuses. It’s ideal for businesses looking to minimize support workloads and empower users.
Community Portal:
A platform for building branded online communities where customers, employees, and partners can collaborate, share insights, and find solutions. These portals foster deeper relationships and encourage knowledge-sharing.
Vendor Portal:
Tailored for suppliers and vendors, these portals facilitate order management, invoice submission, and streamlined communication, ensuring smooth business operations.
A portal provides external users with access to specific CRM data and tools in a controlled environment, focusing on self-service and collaboration. A CRM, on the other hand, is a comprehensive internal system used by businesses to manage customer relationships, sales, and data.
The Salesforce Customer Portal offers a wealth of benefits, both for your customers and your business. Here’s how:
The primary purpose is to empower customers with self-service options, enabling them to access information, resolve issues, and communicate with the business effectively, thereby improving overall customer experience and efficiency.
By providing a seamless and intuitive self-service experience, customers can resolve issues quickly, access information anytime, and communicate effectively with the support team.
Yes, CRMJetty Salesforce Customer Portal is fully customizable. You can modify the design, branding, and layout to align with your business’s identity and ensure a consistent customer experience.
Salesforce Customer Portals can integrate with various platforms to enhance functionality, including payment gateways like PayPal and Stripe for secure transactions, collaboration tools like SharePoint and Google, communication services like Twilio, and electronic signature tools like DocuSign.
The costs depend on factors such as licensing, customization, integration needs, and the number of users. CRMJetty offers flexible pricing starting from $399 USD/Per 500 Users/Month.
