How a customer portal can help you do more with less

By Blue Wren Ltd

16 Jun 2020

customer-portal-1200x675.jpg

After Covid-19 business has changed forever.  And for you to survive and prosper you must adapt to the new trading environment.  This means reducing overhead costs as well as adopting new ways of reaching your customers.  A customer portal will help you do both.

Before the pandemic, 60% of businesses in the US expected to implement a customer portal within the next 12–18 months. (source)

This figure is now even higher after Covid-19, with heavy restrictions placed on face-to-face contact and the drive improve efficiency across all areas of business.

Customer portals allow a greater two-way flow of information and collaboration between customers and the business, helping to build stronger relationships.

Important information such as contracts, proposals, quotes or project plans can be accessed via a portal by staff, external partners (contractors, freelancers, etc) and customers. In addition, tasks that were previously completed face-to-face can now be done online and at the customer’s convenience.

The specific functionality of the portal depends on the industry and the type of business.  For example, a customer portal for a recruitment company may contain documents, applications and job offers.  While a portal for a property management company might contain contracts, a record of correspondence as well as a reporting system.

As well as the significant cost savings a customer portal can deliver, there are also a range of other benefits for the business:

Stronger customer relationships

Customers can quickly and easily access information and clear up any discrepancies or questions they may have.  This rapid response helps to strengthen relationships and build customer loyalty.  Centrally located, online forms such as support requests, requests for quotes, acceptance of quotes or work orders, make it much easier for the customer to do business with you rather than your competitors.

More time for your customer service team

By providing a specific place for customers to access information and support at their own convenience, your service and sales staff can allocate more time to activity that generates greater value for the business, such as networking, new business and upselling.

Data synchronisation and integration

By extending your customer portal to incorporate CRM, project management and workflow functionality you can further streamline operations and dramatically improve productivity.  The portal can automate repeatable, manual tasks such as appointment reminders, enquiry tracking and requests for information. This helps streamline processes and speed up service delivery.

Auditable conversations

Everything shared through a customer portal is stored and saved against the customer’s record, allowing both parties to refer to it if, or when, needed. This transparency builds trust between both parties and identifies potential issues before they escalate.

Time to do more with less

The COVID-19 crisis has presented you in a once in a lifetime opportunity to transform your business into something more resilient, productive and profitable. You now need to do more with less.We have the expertise and the software platform to help you. So, if you would like to discuss how we can help your business improve productivity, please don't hesitate to get in touch. You can do so by calling the office on 01772 823734 or by visiting our online enquiry form.

Latest news

1

Three weekly domestic waste collection considered in plans Waste recycling Blackpool

Three weekly domestic waste collection considered in plans

01 Jul 2025

2

Graham Engineering confirms acquisition to a2e Industries Graham Engineering

Graham Engineering confirms acquisition to a2e Industries

01 Jul 2025

3

Training 2000 celebrate 'Good' rating by Ofsted Training 2000

Training 2000 celebrate 'Good' rating by Ofsted

01 Jul 2025

4

Fox Group acquires J Fisher and Sons Colin Fisher, Paul Fox CEO and Gary Fisher.

Fox Group acquires J Fisher and Sons

01 Jul 2025

5

Beever and Struthers strengthen leadership team with new partners Dean Curtis and Joe Diston

Beever and Struthers strengthen leadership team with new partners

01 Jul 2025

Background image for hub sign up block

LBV Hub

Leverage Lancashire Business View platforms

Post your news
Post your events
Post your offers
Build your network
Improve your SEO
Gain coverage in the magazine
Sign-up
Events
LBV123 July/August Launch Event
Lancashire Business View magazine launch
Networking
16 Jul 2025

LBV123 July/August Launch Event

Burnley

08:30 - 10:30

Lancashire Built Environment Conference 2025
BEC 315 X 315 Px
Networking
25 Sep 2025

Lancashire Built Environment Conference 2025

Blackpool Football Club, Blackpool, FY1 6HX

08:30 - 13:00

CMI Level 5 Management and Leadership Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Management and Leadership Course

Preston Campus, Preston , PR1 2HE

09:00 - 17:00

CMI Level 5 Project Management Course
UCLanAerialCampus.jpg.jpg
LBV Hub Seminars
21 Feb 2025 - 21 Feb 2026

CMI Level 5 Project Management Course

Preston Campus, Preston, PR1 2HE

08:00 - 17:00

Chamber Breakfast Networking – July
Chamber Logo1.png.png
LBV Hub Networking
02 Jul 2025 - 02 Jul 2025

Chamber Breakfast Networking – July

St John's Hospice, Slyne Road, Lancaster, LA2 6ST

08:00 - 10:00

The Marketing Metrics that Matter – July 4
LBV Hub Seminars
04 Jul 2025 - 04 Jul 2025

The Marketing Metrics that Matter – July 4

Door4 Office, Burnley Wharf, Burnley, BB11 1JG

08:30 - 11:00

Tri-Site Survey Equipment Showcase
unnamed (2).jpg.jpg
LBV Hub Seminars
09 Jul 2025 - 09 Jul 2025

Tri-Site Survey Equipment Showcase

Crow Wood Hotel, Burnley, BB12 0RT

09:30 - 16:00

Chamber Summer BBQ
LBV Hub Social
17 Jul 2025 - 17 Jul 2025

Chamber Summer BBQ

The Borough, Dalton Square, Lancaster, LA1 1PP

17:30 - 20:00

Preston Tech Connection: Web3 is Dead. Or is It?
July Longer Banner.jpg.jpg
LBV Hub Networking
29 Jul 2025 - 29 Jul 2025

Preston Tech Connection: Web3 is Dead. Or is It?

Society1, Coworking Space, Preston, PR1 3LT

18:00 - 19:30

Preston Freelancer Meet-Up: July
Longer July Banner.jpg.jpg
LBV Hub Networking
31 Jul 2025 - 31 Jul 2025

Preston Freelancer Meet-Up: July

Society1, Coworking Space, Preston, PR1 3LT

10:00 - 11:30

Cumbria Business Expo 2025
https---cdn.evbuc.com-images-880461633-4862066883-1-original.20241022-110415.jpeg.jpg
LBV Hub Exhibitions
19 Sep 2025 - 19 Sep 2025

Cumbria Business Expo 2025

Carlisle Racecourse, Carlisle, CA2 4TS

09:00 - 15:00

North West Business Expo 2025
https---cdn.evbuc.com-images-880456273-4862066883-1-original.20241022-105445.jpeg.jpg
LBV Hub Exhibitions
24 Oct 2025 - 24 Oct 2025

North West Business Expo 2025

Bolton Stadium Hotel, Bolton, BL6 6SF

09:00 - 15:00

Advertise with us

Reaching 50,000 members, our print, digital and event platforms offer a fantastic way to raise your business profile and help you grow.

Find out more LBV122 Online Graphic
Subscribe now

Weekly news bulletin