PortalPlus – customer-focused portal accelerator
Harness the power of our bespoke self-service web portal to cut administration costs, increase business efficiency and improve customer satisfaction.
PortalPlus is our customer-centric, self-service portal solution, designed to save time, reduce costs and improve customer satisfaction for companies who work with the public.
It enables your customers and staff to view, edit and act on customer data in an intuitive, straightforward way.
Directly integrating with your existing systems, PortalPlus lets you build custom forms to expose selected customer data to authenticated users. Customers can directly access information held on them, add to it and update it.
This cuts wasteful form-filling time for your staff, and increases the accuracy of data entered. Every interaction is recorded, giving your staff instant access to a complete relationship history for every customer – reducing frustration and building trust in your brand.
PortalPlus is a mature system, built on over a decade of experience in delivering web portals based on Microsoft platforms. Our talented staff are continuously building their skills and knowledge, and this feeds back into everything we do.
We’ve already taken care of the most common features you’d expect from a self-service web portal, which means we can focus on your unique needs from the start, cutting delivery times significantly.
- Put customers in the driving seat – Give customers convenient, direct access to update the information you hold, without additional CAL/UAL licensing requirements.
- Reduce staff time, get more complete data – Customer data is processed directly, cutting form-filling times for your staff and ensuring more accurate, complete information.
- Reduce frustration and build trust – PortalPlus documents every customer interaction, putting an instant record of past communications at your employees’ fingertips. This lets you deliver a personalised experience that breaks down barriers to customer satisfaction.
- Design forms with ease – Build and edit custom forms using Dynamics CRM’s intuitive interface, requiring virtually no technical knowledge.
- Expose only the data you choose – You select which entities are exposed to the web, and customers can only do what you let them. Set permissions in the back-end using a point-and-click interface, and determine what’s shown using a powerful rules engine.
- Reassuringly secure – Secure login technology using SSL ensures complete peace-of-mind.
- Harness the power of Dynamics CRM – Data can be processed using Dynamics CRM’s powerful rules engine and workflows.
- Fully customisable – We’ll work with you to integrate your new portal with your existing systems, working practices and branding.
Read about how the Scottish Housing Regulator implemented PortalPlus as part of a wider programme of improvements.
Get in touch to discuss how we can implement PortalPlus for your business.