Products
Customer & Partner Portals
Let customers see their own jobs without asking you
customer-and-partner-portals.txtas is → to be
Today a customer calls, is put on hold, somebody looks it up and replies, and the same question is asked five times. Afterwards the customer logs in and sees their own status.Illustrative hours, not a measurement.
Where is my order, what did we agree, when is it coming — the questions that fill a phone line are answered by the customer looking. Customer & Partner Portals show each customer, reseller or architect their own records and nobody else's: the fields you chose, not everything the system holds, with a record of who looked at what.
The questions that arrive by phone are answered by the customer looking, and only the answers you chose to show.
How it runs
- each customer — or partner, reseller, architect — sees their own records and nobody else's
- the fields you chose, not everything the system holds
- access that can be withdrawn as easily as it was given
- a record of who looked at what
Where it does not fit
- customers who will not use a portal however good it is
- information that is not fit to be read without explanation
Size: a medium piece of work — an estimate from the pattern, not from your business.
What we would want to know before committing
- which questions customers ask most often
- what a customer may see and what they may not
- whether customers have several people who would log in
- what would have to be true before you would show a figure
- count the calls a portal would have answered
- agree the visible fields before building any screen
- confirm who at the customer would actually log in