Vtiger Customer Portal: For Better Customer Service and Stronger Customer Relationships
Posted: Mon Dec 23, 2024 5:15 am
create a ticket via the customer portal
Clients can create requests, add requested documents and track progress through the client portal.
Customer service standards have never been higher. Influenced by companies like Amazon and Zappos, and bolstered by positive social recognition, small businesses everywhere are responsible for providing excellent customer service and staying competitive. While most small businesses offer phone and email support channels taiwan whatsapp number that are good enough for one-touch interactions, such as complaint reports, long-standing issues that require multiple interactions or more than a few words leave customers dissatisfied. After all, long wait times for phone and email responses, as well as a constant lack of transparency about how their cases are progressing, are the times when customers are most stressed. For support teams handling multiple open cases at once, it also increases overhead due to constant requests for status updates, which reduces efficiency.
Vtiger's new Customer Portal helps businesses improve both customer satisfaction and business efficiency - a win-win for customers and small businesses by giving customers tools to self-service, engage, and understand the problem-solving process.
For customers, the branded portal is as professional an interface as possible. By logging in with their username and password, customers can view frequently asked questions to resolve minor issues or create new cases if needed, track these cases as they progress, and upload documents related to cases or anything else the business may need them for. Additionally, as much or as little history of their interactions, from quotes and invoices to purchase histories and more, can be automatically displayed on the portal. This can help highlight and strengthen the relationship between a business and its customers. Check out some of the features that make the new Vtiger customer portal better than ever:
Allows customers to submit, update and track customer service cases
Give your customers an intimate, on-brand customer service experience by allowing them to log into your customer portal to create cases for your customer service team to review. Case forms have custom fields where customers can add as much information as they want or upload documents or images before hitting submit. Once submitted, they can come back to check the status of the case or add more information or documents if your team needs more information to resolve the issue. On the other hand, these tickets are placed in the Vtiger CRM ticket area for your team to see, prioritize, and respond to. This gives your customers a transparent, beautiful experience and frees up your support team to solve customer issues rather than just logging them.
Quickly and easily share documents, quotes and invoices with clients
Have you ever sent a customer several different quotes, only to have them ask you to send them again? This slows down deals and creates an unwanted feeling of disorganization. Vtiger’s customer portal ensures that you never have this problem again. Registered customers automatically see any quotes, invoices, or other documents you’ve created for them in Vtiger. If customers need to share documents with you, they can upload them (up to 25MB per file) in just a few clicks. Because the portal is connected to its Vtiger record, all shared documents are visible in the customer’s Vtiger record, so your sales and support teams never have to search through document histories again.
Let clients see and feel good about the progress made on deals and projects
When it comes to next steps in the purchasing or complaints process, a recent customer survey found that 89% of customers expect transparency. With Vtiger, let your customers see any updates to the deals or projects they are involved in. Plus, any quotes created, invoices added, or record updates made in Vtiger are instantly visible to customers via the customer portal, meaning they feel more involved in the process – evoking a sense of ownership, trust, and satisfaction.
FAQ
Knowledge base articles help your customers help themselves, eliminating the need to seek support
Provide instant answers to frequently asked questions with a knowledge base
A knowledge base on Vtiger’s customer portal provides customers with answers to frequently asked questions. Whether they’re looking for protocols for filing a complaint or for help setting up new equipment, providing a knowledge base can save support staff time by reducing calls and emails and can actually improve customer satisfaction. In fact, a recent Zendesk report found that more than half of customers prefer to use self-help resources rather than contact a company’s customer service representatives when they need help, making a knowledge base a win-win for both organizations and customers.
Learn how to set up and use the Vtiger Client Portal by reading the client portal documentation or email us at
Clients can create requests, add requested documents and track progress through the client portal.
Customer service standards have never been higher. Influenced by companies like Amazon and Zappos, and bolstered by positive social recognition, small businesses everywhere are responsible for providing excellent customer service and staying competitive. While most small businesses offer phone and email support channels taiwan whatsapp number that are good enough for one-touch interactions, such as complaint reports, long-standing issues that require multiple interactions or more than a few words leave customers dissatisfied. After all, long wait times for phone and email responses, as well as a constant lack of transparency about how their cases are progressing, are the times when customers are most stressed. For support teams handling multiple open cases at once, it also increases overhead due to constant requests for status updates, which reduces efficiency.
Vtiger's new Customer Portal helps businesses improve both customer satisfaction and business efficiency - a win-win for customers and small businesses by giving customers tools to self-service, engage, and understand the problem-solving process.
For customers, the branded portal is as professional an interface as possible. By logging in with their username and password, customers can view frequently asked questions to resolve minor issues or create new cases if needed, track these cases as they progress, and upload documents related to cases or anything else the business may need them for. Additionally, as much or as little history of their interactions, from quotes and invoices to purchase histories and more, can be automatically displayed on the portal. This can help highlight and strengthen the relationship between a business and its customers. Check out some of the features that make the new Vtiger customer portal better than ever:
Allows customers to submit, update and track customer service cases
Give your customers an intimate, on-brand customer service experience by allowing them to log into your customer portal to create cases for your customer service team to review. Case forms have custom fields where customers can add as much information as they want or upload documents or images before hitting submit. Once submitted, they can come back to check the status of the case or add more information or documents if your team needs more information to resolve the issue. On the other hand, these tickets are placed in the Vtiger CRM ticket area for your team to see, prioritize, and respond to. This gives your customers a transparent, beautiful experience and frees up your support team to solve customer issues rather than just logging them.
Quickly and easily share documents, quotes and invoices with clients
Have you ever sent a customer several different quotes, only to have them ask you to send them again? This slows down deals and creates an unwanted feeling of disorganization. Vtiger’s customer portal ensures that you never have this problem again. Registered customers automatically see any quotes, invoices, or other documents you’ve created for them in Vtiger. If customers need to share documents with you, they can upload them (up to 25MB per file) in just a few clicks. Because the portal is connected to its Vtiger record, all shared documents are visible in the customer’s Vtiger record, so your sales and support teams never have to search through document histories again.
Let clients see and feel good about the progress made on deals and projects
When it comes to next steps in the purchasing or complaints process, a recent customer survey found that 89% of customers expect transparency. With Vtiger, let your customers see any updates to the deals or projects they are involved in. Plus, any quotes created, invoices added, or record updates made in Vtiger are instantly visible to customers via the customer portal, meaning they feel more involved in the process – evoking a sense of ownership, trust, and satisfaction.
FAQ
Knowledge base articles help your customers help themselves, eliminating the need to seek support
Provide instant answers to frequently asked questions with a knowledge base
A knowledge base on Vtiger’s customer portal provides customers with answers to frequently asked questions. Whether they’re looking for protocols for filing a complaint or for help setting up new equipment, providing a knowledge base can save support staff time by reducing calls and emails and can actually improve customer satisfaction. In fact, a recent Zendesk report found that more than half of customers prefer to use self-help resources rather than contact a company’s customer service representatives when they need help, making a knowledge base a win-win for both organizations and customers.
Learn how to set up and use the Vtiger Client Portal by reading the client portal documentation or email us at