In order to make the best use of your CRM portal, you need the right balance between quality and quantity of content. You want to make all the information available, but just enough. Too much information will bog down the user, and with too little information the CRM portal will not be helpful and drive users away.
Content added on your CRM portal must help customers, employees and business partners to take full advantage of the information you’ve provided. This can include knowledge articles, web files and customised content snippets to form a streamlined learning flow that can help users with the tools needed to successfully navigate your site and optimise their user experience.
It is important to manage your CRM portal and constantly create, edit and explain the content you have made available on your portal to create a helpful and efficient environment where users are encouraged to have discussions, solve issues and learn more about your brand and your product or service offering.
You can do this by:
- Learning the tools you’ll need to manage the content of your CRM portal effectively
- Editing your portal in real-time and seeing the changes you are making live
- Managing data and attributes of the web page to organise the portal’s content
- Providing downloadable files that add both usability and functionality and also supplement your product or service offering
- Creating links to any relevant pages, internal and external, that will enhance the user experience and customer satisfaction
- Categorising and displaying content in such a way that it can be used optimally
A CRM solution is a multi-faceted platform where all things crucial to customer relationship development and retention are stored. Without the support of a CRM solution, business relationships look and function dramatically differently.rehabilitation.
It is very easy to customise your content on your CRM portal in order to carry your brand’s own, unique voice. It’s important to stick to the same branding and design concepts as your products and services. When users interact with the CRM portal, they must feel as though they are interacting in real-time with the real you. It is crucial that you work closely with the developer of the portal to make sure your portal is personalised.
When it comes to configuration, you need to pay attention and ensure the following customisation options have been covered:
- Modifying the visual style of the portal
- Adding dynamic content that is both useful to users and impactful for marketing purposes e.g. Google search
- Creating custom templates
- Associating an authenticated portal user with either a CRM contact or a system user
- Authenticating visitors to the portal using local user credentials and external identity provider accounts
- Ensuring the relevant and secure rights and permissions have been allocated to secure content and allow front-side editing
- Customising CRM to be able to create surveys and customising these questions by combing your CRM native field types with additional metadata