Create a secure customer portal

A customer portal is a secure, web-based platform that provides your stakeholders with a single access point to information. It improves collaboration by enabling users from both inside and outside of your organisation to see, edit and contribute to specific information you hold.

Customer Portals with Microsoft Power Pages

Portals bring multiple benefits to both the organisation and the end users, some reasons to create a customer portal include:

• Improving customer experience as customers can log in to manage their own details and track their account
• Creating a portal where users can upload and download their own documents for example, uploading identification as part of an onboarding process or downloading a contract
• Increasing data accuracy as customers can update their information and this can be synced to your CRM
• Save staff time as customers can access information themselves.

What are the benefits of a customer portal?

A customer portal empowers users to access and edit their information securely whilst maintaining a consistent look and feel with branding. With improved data businesses can improve communication and satisfaction with customers, members, partners and other relationships  Businesses can tailor the accessibility of information depending on the type of user logging into the self service portal which may provide opportunities to increase revenue through targeted offers.

At Active Informatics, we create portals using Microsoft Power Platform ensuring data security, mobile accessibility and being cloud-based, always updated to the latest version to keep processes running smoothly.

Example of a portal home page

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Book a 30 minute, no-obligation discussion with our team to go through your business requirements and see how we can help.

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