A customer portal is a secure website that allows customers to access information and services from a company. SharePoint can be used to create a customer portal by using a variety of features, including:
SharePoint sites: SharePoint sites can be used to create a central location for customers to access information and services. Sites can be customized to include a variety of content, such as product information, support documentation, and contact information.
SharePoint lists and libraries: SharePoint lists and libraries can be used to store and manage customer data, such as contact information, purchase history, and support tickets.
SharePoint workflows: SharePoint workflows can be used to automate tasks, such as sending approval notifications or updating customer records.
SharePoint permissions: SharePoint permissions can be used to control who has access to the customer portal and its contents.
Here are some tips on how to use SharePoint to create a customer portal:
1. Create a SharePoint site for your customer portal. You can use a template to create a site quickly and easily, or you can create a custom site from scratch.
2. Customize the site to include the information and services that your customers need. You can add pages, lists, libraries, and other web parts to the site.
Use SharePoint permissions to control who has access to the customer portal and its contents. You can give customers different levels of access, depending on their needs.
3. Test the customer portal before making it available to your customers. Make sure that the site is easy to navigate and that all of the information and services are working properly.
Here are some specific examples of how you can use SharePoint to create a customer portal:
Create a customer portal for your company’s software product. The customer portal can be used to provide customers with access to product documentation, support resources, and updates.
Create a customer portal for your company’s e-commerce business. The customer portal can be used to allow customers to view their order history, track shipments, and manage their accounts.
Create a customer portal for your company’s support team. The customer portal can be used to allow customers to submit support tickets, track the status of their tickets, and view knowledge base articles.
By following these tips, you can use SharePoint to create a customer portal that will help you to improve customer service and satisfaction.
Here are some additional tips for creating a successful customer portal:
Make it easy for customers to find the information they need. Use a clear and concise navigation structure, and make sure that all of the content is well-organized.
Use a variety of content formats to appeal to different learning styles. This could include text, videos, images, and even interactive content.
Provide customers with the ability to self-service. Allow customers to submit support tickets, track shipments, and manage their accounts without having to contact a customer service representative.
Monitor and improve the customer portal. Track customer usage data and identify areas where the portal can be improved.
By following these tips, you can create a customer portal that will be a valuable asset to your company and your customers.