Salesforce Experience Cloud and Salesforce PortalXpand: A Dive Into Similarities

Salesforce Experience Cloud and Salesforce PortalXpand: A Dive Into Similarities

Kanchi Vasavada

November 14th, 2022

Salesforce Experience Cloud has this one line in their copy, “Build your experience,” and I think that both summarizes the product and invites you to explore it. There is nothing more I love than good copy, and that was an example of it.

But coming to the topic at hand, what is the Experience Cloud? How does it help you build a promising experience for your customers and stakeholders?

Let’s explore!

With Salesforce Experience Cloud, you can streamline your business processes in terms of partner management, customer management, and the ecommerce experience.

What are the features of the Salesforce Experience Cloud, and How can you leverage them?

Business integration to provide better digital experiences:

Both your customers and partners can benefit from this integration. Partners can check in on the leads relevant to them, and customers can easily keep track of their cases, orders, etc.

Personalization for recommendations and such:

Salesforce intelligently recommends connections, groups, and communities based on individual needs, interactions, and so on.

Reflect your unique brand identity with customization:

Like the copy mentioned above says, Build Your Experience, you can build a unique, smooth experience for your customers and partners that invites them to interact with your business. It should not only reflect your brand but should extend that experience and enhance it.

Device-responsive:

Having your backend systems available on mobile is an underrated benefit. You don’t know when you might need to fix a minor problem, and not having to go into an office or access a computer makes it so much easier. With Salesforce Experience Cloud, you can jump right in from the most remote place!

Knowledgebase to offer self-service:

A well-curated knowledge base makes your customers and agents feel empowered. They can access articles, tutorials, FAQs, etc.—whatever is relevant to your business—to easily solve the majority of their challenges.

Automatically escalate cases:

Customers can create cases when required, and they will automatically escalate based on the topic. If some case goes unanswered for a certain duration, agents will be notified of the same so that it can be solved quickly.

Adjustable data sharing settings:

Partners can see and interact with data relevant to them, so they can always get access to their sales, connected inventory, and relevant leads. Because of this access, they can interact with customers better and therefore enhance their business offerings.

Dashboards and Reports:

Easily share custom dashboards and reports with partners so everyone is on the same page about the business performance and goals.

All of these features make the Salesforce Experience Cloud one of the most useful tools a business can opt for. But that does not mean that businesses of all sizes can afford it. Smaller businesses, or ones that are just starting, might not be able to afford it.

This is where third-party solutions come into the picture that can give similar benefits at a fraction of the cost. CRMJetty’s Salesforce PortalXpand is one such solution. It has all the features that you can need to run your business smoothly and efficiently.

It can,

  • Enhance your customer service
  • Improve customer engagement
  • Optimize agent performance

Let’s run through its features:

Drag and drop builder:

Build the ultimate configurable backend system by dragging and dropping widgets as you please. The portal works for you as you want it, and not the other way around. You can set it up in a way that enhances and streamlines your workflow. You can set up forms, menus, templates, etc.

Configurable widgets:

Ready your pages with smart templates to get going faster with custom data binding.

Design layouts:

Banners, pages, widgets, and forms get templates that can make the design process smoother and more intuitive. You can set them up quickly because we provide all the basic design requirements for them.

Content management:

What you share with customers and partners is different and needs to be relevant and secure. So share the right pieces of content and information with the right parties seamlessly.

When it comes to configuration, PortalXpand has thought of everything. It comes with role-based access sharing, configurable active CRM layouts, dashboards, and so on.

Let’s take a deeper look:

Role-based access:

With role-based access, you can assign roles to members and ensure that only relevant things are shared with them. No one gets access to things they don’t need. This not only enhances security but ensures everyone has access to only what they need, thus reducing clutter.

Configure active CRM layout:

Seamlessly reflect the changes you make in the CRM on the portal, so customers and partners always see updated details, and there is no scope for miscommunication.

Advanced field-level configuration:

Each field on the portal should reflect the right information so customers can easily input relevant detail. With advanced field-level configuration, manage tools, tips, and field labels accurately and easily, no matter how many fields you have or how layered they are.

Custom dashboard:

Custom dashboards help put insightful data front and center. You can build your dashboard to reflect counter blocks, performance metrics, and so on for any object in the CRM.

Mobile-friendly:

Just like the Salesforce Experience Cloud, PortalXpand is also mobile-friendly. Take it anywhere, and you will only be a few taps away from your business. Not only does this make managing work easy, but if there is ever a need to make quick updates to something or check on the status of things, having a mobile-friendly portal can come in handy.

Ready to have a look at the Salesforce Portal?!

Salesforce Experience Cloud is a great tool for businesses that want to take things to the next level in terms of management as well as interactions with partners and customers. However, its only limitation is the cost.

This is why our Salesforce PortalXpand makes for a great deal! You get the same features at a much better price point. You can request a demo, and we can show you exactly how it will fit into operations.

 

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