Customer Portals

What is a customer portal?

Customer portals serve as exclusive gateways that grant customers, vendors, and partners easy access to your products, services, and valuable information. The portal is used by someone outside your organization (who does not need a Zoho account) and allows them to pull, submit, or modify information in the various Zoho applications your organization uses. A customer portal also integrates with third party applications.
A portal allows the user to perform multiple functions conveniently from a single platform. The user can modify their account information in your CRM, complete onboarding documents through Zoho Forms, settle an invoice stored in your finance application, exchange documents via Zoho WorkDrive, and oversee support tickets through Zoho Desk.

Other common uses for portals:

Vendor Portal

Distributor Portal

Supplier Portal

Public Directories

Distributor Portal

Supplier Portal

Tenant Portal

Support Portal

Student Portal

Why choose a portal built with Zoho?

Our portals are built using Zoho Creator, a low code software platform. What does low code mean for you? Lower cost. Traditionally coded portals cost hundreds of thousands of dollars and have a long development time. Our portals do the same thing at a fraction of the cost and can be developed in weeks, not months.

Improve customer interaction and communication

A Customer Portal Case Study

Transforming Customer Experience through a Customer Portal

Background: This case study examines how our client, a leading online education provider, leveraged the capabilities of Zoho Creator to build a robust and personalized customer portal. With a customer portal, our client successfully enhanced their user experience, improved self-service capabilities, and streamlined communication with their users.

Challenge: Before adopting Zoho Creator, our client faced challenges in providing a seamless and interactive experience for their users. The existing manual processes for student registration, tuition payment, scholarship distribution, and degree completion progress tracking were time-consuming and inefficient, frustrating for both the administration and students. They needed a scalable and flexible solution to centralize user interactions and empower students with self-service options.

Solution: Recognizing the need for a centralized user portal, our client partnered with our team of Zoho Creator experts to implement a solution. The following steps were taken to build an efficient and user-friendly portal:

Requirement Gathering: Our team conducted thorough discussions with our clients top administrators to understand their specific requirements, desired features, and workflows. We mapped out the user journey to identify pain points and opportunities for improvement.

Customization and Interface Design: Leveraging the low-code capabilities of Zoho Creator, we designed and customized the customer portal to align with the clients branding and specific needs. The interface was intuitive, user-friendly, and optimized for easy navigation.

Functionality Development: Our Zoho developers are able to surpass Zoho Creator's drag-and-drop interface and code for custom functionalities such as account registration, secure login, profile management, degree completion progress reports, document sharing, tuition payment and management, and personalized dashboards. We integrated other Zoho applications, such as Zoho CRM and Zoho Desk, to ensure seamless data flow and a unified user/admin experience.

Integration with Backend Systems: We integrated the user portal with our clients backend systems, such as their CRM and LMS. This integration enabled real-time data synchronization, ensuring accurate and up-to-date information for both users, course instructors, and administration.

Testing and Deployment: Rigorous testing was conducted to ensure the functionality, security, and responsiveness of the customer portal across different devices and browsers. Once all tests were successfully completed, the portal was deployed.

Results: The implementation of a centralized portal brought significant benefits for users:

Enhanced Customer Experience: The user portal provided a user-friendly interface for students to access information, securely submit payments and documents, and track the progress of their degree. Self-service options reduced user wait times and improved overall satisfaction.

Streamlined Communication: The user portal facilitated seamless communication between administration and students. Users on either end could initiate conversations, receive updates, and access relevant documents, reducing the need for email exchanges or phone calls.

Improved Operational Efficiency: Automation of student inquiries and service requests through the portal reduced manual effort and streamlined internal processes. Staff could focus on resolving complex issues rather than handling routine queries.

Personalized Dashboards and Real-time Updates: Students had personalized dashboards displaying relevant information, such as grades, degree completion progress, as well as upcoming tuition payments and past payment history. Real-time updates and notifications kept users informed about the progress of their requests.

Scalability and Flexibility: Zoho Creator's platform allowed for future enhancements and scalability as our client's user base grew. Additional features, integrations, and modules could be easily added to accommodate evolving organizational needs.
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Conclusion: By partnering with Traiguide Digital and leveraging our Zoho expertise, our client now has a customized user portal that transformed their user experience. The portal provides self-service capabilities, streamlined communication, and improved operational efficiency.
Our partnership with this client exemplified the power of low-code. We were able to develop this powerful centralized portal in a matter of weeks and at a fraction of the cost of traditionally coded applications.

Why Our Clients Choose Customer Portals

Single Platform

Your users can find all of the information they need in one place when they log into your portal.

Lower Customer Service Cost

When you provide a portal and allow your users to access, submit, and modify their data, you field fewer service calls.

Increase Customer Service

A user friendly portal allows your team to spend more time helping customers with critical issues.

Role-Based Access Control

You define what data is accessible to whom, and define their access permissions.

Customizable Notifications

Use personalized notifications to communicate effectively with users via email and push notifications.

Retain Brand Identity

Your portal will match your brand. Use your logos and customized visual elements to stay on brand.

Praise for Our Zoho Consultants

"Trailguide Digital recently built us a fully customized and branded customer portal that integrates seamless with our CRM and other Zoho One applications. Their deep knowledge of Zoho and advice on best practices has been transformative for our business. We highly recommend Trailguide Digital!"

SignatureMD

"Trailguide Digital has helped us greatly with the automation of daily workflows through the development of custom sales, operations, and inventory management tools to supplement Zoho Books and Zoho Inventory, as well as a custom Zoho Analytics dashboard that allows us to oversee all financial and logistical metrics. We use these tools everyday and they have been an irreplaceable investment towards our productivity and efficiency."

Sungry Solar Distribution

"We had a vision, and Trailguide Digital was able to deliver exactly what we were looking for. Using Zoho, we were able to design and implement a CRM to replace an older system that no longer fit our needs, along with a portal which allows our clients to manage their information easily, pay invoices, and securely upload files."

Cain, Watters, & Associates

“Matt Gallegly and the Trailguide team have been essential to the success of our organization. Their ability to streamline all of our disparate systems into the Zoho system, centralized through Zoho CRM has completely changed how our nonprofit works. At every level, they have been able to not only re-architect our complex system into something that is very clear and straightforward, but also provided detailed zoho training to our team, customization for all our needs and rapid turnaround for all our request. "

Academy of Integrative Heath & Medicine

"The Trailguide team continuously helps us gather vital customer data and break down this information into actionable steps we can take to meet our marketing goals. Trailguide Digital is at the core of our sales team’s success."

Gold Standard Diagnostics

"Matt has a calm presence, ability to translate tech issues into common language for our diverse team and a humble conﬁdence that lets our team feel completely confident in his ability to implement any requests. We feel supported at every level. After working with multiple tech companies and consultants - Matt and the Trailguide team are truly in the top 1% - I highly recommend them for your program.”

Dr. Tabatha Parker

Academy of Integrative Heath & Medicine

Customer Portals

What is a customer portal?

Other common uses for portals:

Why choose a portal built with Zoho?

Improve customer interaction and communication

A Customer Portal Case Study

Transforming Customer Experience through a Customer Portal

Why Our Clients Choose Customer Portals

Single Platform

Lower Customer Service Cost

Increase Customer Service

Role-Based Access Control

Customizable Notifications

Retain Brand Identity

Customer Portal Cost

Praise for Our Zoho Consultants

SignatureMD

Sungry Solar Distribution

Cain, Watters, & Associates

Academy of Integrative Heath & Medicine

Gold Standard Diagnostics

Dr. Tabatha Parker

Get started with Trailguide Digital today.