4 Ways a Customer Portal Makes Salesforce & WordPress a Winning Fusion

4 Ways a Customer Portal Makes Salesforce & WordPress a Winning Fusion

Customer Relationship Management (CRM) is synonymous to the brand Salesforce. It’s the first name that pops up whenever there is any chatter about CRM. They have set the standard for the whole industry to follow. As of 2019, they will complete their two decades into the business. Two whole decades!

One can safely assume they know what they are doing. Moreover, last year, it was the best company to work for, according to Fortune’s 100 Best Companies to Work For. So, you could only imagine the kind of talent working there to keep Salesforce at the top.

Similarly, when you talk about Content Management System (CMS), people are bound to think of WordPress, a company that is five years junior to Salesforce but has a similar reputation in the market. Almost anyone who has ever wanted to set up a quick blog has used WordPress. Needless to say, it is equally popular as Salesforce, for what it provides to the users.

Now imagine the possibilities with the combined power of Salesforce and WordPress.

On Salesforce, you are managing your internal & customer data and on WordPress, you are managing your website content. But how do you create a synergy between the two software? Moreover, more importantly, how can you add the customers in this synergy and create an enhanced experience for them?

All these questions have one answer. A Salesforce Customer Portal.

Of course, we won’t just say these words and let you do all the research. We have listed down 4 ways a Salesforce Customer Portal will help you meet your business goals.

1. Activity & Record Tracking

A customer portal’s main purpose is to keep your customers in the loop with all the related activities that your organization is carrying out. They will be able to access & keep records of all the activities such as purchase records, contracts, calls, etc. This will reduce the efforts of your support team, which eventually will result in lower customer acquisition costs.

2. Personalized Dashboard for Enhanced Experience


Now, giving your customers the freedom to choose what they see whenever they access your portal will add delight to their experience. Using a portal, they can create their own dashboard view providing them with easy and efficient access.

3. Secure Sign-In to Build Trust

Providing a secure sign-in to a customer portal can help build trust among your existing customers as well as new customers. When they know that their personal data is in secure hands, then their loyalty with your brand increases naturally.

4. Smart Self-Serve to Save Time & Resources

Customer portal’s primary function is to help customers serve themselves. When provided with a secure customer portal, they will find their own way around your software and look for the answers, which they will get from the solutions module. You just have to make sure that you cover each & every topic & customer query in your the solutions section.

Now, if you are using Salesforce, then you already might know that Salesforce has a customer portal of its own. However, if you go to buy that, you will have to pay a hefty price as they charge per customer.

But that’s not the only solution available.

You can always go for other cost-effective solutions available in the market such as CRMJetty’s Salesforce Customer Portal.

The premium selling point of CRMJetty’s Salesforce customer portal is that it is cost effective, amongst many other great features including:

User Interface:

To add delight to your customers’ journey, it is necessary to provide an overall smooth experience, which one of the strongest suits of CRMJetty’s customer portals. A good UI will help your customers easily find their way around the customer portal.

Knowledge Base:


Customers come with questions. An aware customer wants to make a well-informed purchase decision. Our Salesforce customer portal provides access to the knowledge base, where the customer can know everything they want to know before making a purchase. And if they still have questions, they can always generate tickets.

Data security:

We value data security very highly. In this day and age when security breaches happen every day, we go to great lengths to make sure our products are safe. With this Salesforce Customer Portal, we extend that same security to your business. We don’t store any data on our servers. We simply facilitate the integration of WordPress and Salesforce and host everything on your servers.



Your customer portal, after all, should reflect your brand. Our Salesforce Customer Portal is customizable for this exact reason. You can make it look & function however you want. You can select what modules you want to add, the layouts, etc. through the admin access. For the frontend, you can give your users a customized dashboard for a quick glance at their activities.

Apart from these features, there are of course plenty of features that are standard for a customer portal to have.

Salesforce is after all an enterprise CRM, which means you are bound to have a huge customer base. It should be simple to give your customers the kind of ease you experience with the backend of your CRM. This portal is your way of doing just that. It is a great way to share the abilities and features you enjoy on your backend, with your customers.

A customer portal, at the end of the day, is every customer’s limited individual access to your CRM. It also reduces your manual task of having to update the information of a customer. With this access, they can edit their profile, shipping, and billing address any time they want, and this syncs with your Salesforce backend.

So, what are you waiting for?

Get started with CRMJetty’s top of the class customer portal to elevate your customers’ interaction with your e-store! Contact us here!

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