Key features of customer and vendor portals on Salesforce Community Cloud
In today’s highly connected world, it is extremely important for any business to build online communities and portals. The online community and customer portal approach has several advantages, allowing businesses to connect with their customers in new ways, improve customer service and sales with self-service tools, share useful information, make pertinent recommendations, and generate more data. Organizations also leverage a similar feature set to manage relationships and business with partners and vendors.
Salesforce Community Cloud has emerged as a leading platform for customer portals and online communities. The combination of a robust feature set, flexible, mobile friendly designs, and integration with leading Salesforce tools allows companies to quickly and effectively provide productive service experience to their customers.
This blog focuses on the feature of customer and vendor portals on Salesforce Community Cloud.
According to a survey conducted by Forrester, nearly 40% of businesses make use of online communities to acquire feedback and customer data. In order to build a branded online community, the first step is to set up the Community Cloud. This can be done by using Salesforce’s Lightning Community Builder. The Lightning Community Builder offers a range of templates that can be used to create your portal or you can create a fully custom design. Once you have chosen the template or created your custom design, there are easy to use tools that control what data is displayed to users, how data entered is processed, and what features are available. Salesforce Community Cloud even offers industry-specific workflow and UI solutions. For instance, online retail companies can create a workflow that includes information sets related to orders, returns, and refunds.
Growing Your Customer Self-Service
After your portal is configured, the next step is to showcase your customer self-service features. This can be achieved by providing calls-to-action to your customers for key features, enabling them to access the most relevant functionality. For example, you can create online payment options, return filing claims, as well as scheduling call backs. You can even integrate Community Cloud with other Salesforce Clouds like Service. This way your customers can create and manage cases directly online.
Most businesses will take the standard Customer Portal features and customize them for their needs. The customization will usually include responses specific to a company’s products or teams, tutorials, and even videos.
For more information about Salesforce Community Cloud, please contact us.
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