Someone visits a website to track a parcel. The link is buried in the menu, the search bar finds nothing useful, and the page keeps loading. A minute later, they close the tab and call support instead. Your customers can end up in the same spot on your portal.
This video covers the basics that fix most of it in a Salesforce customer portal: simple navigation, role-based personalization, mobile and accessibility support, self-service tools, regular feedback and testing, and fast, uncluttered pages.
CRMJetty's Salesforce Customer Portal brings the essentials together with role-based dashboards, a knowledge base, and live case tracking. Your team shapes the layout with no code, and licensing is by user block, so more customers do not mean a bigger bill.
Book a personalized demo: https://www.crmjetty.com/
Read the full blog: https://www.crmjetty.com/blog/user-experience-salesforce-customer-portal/
Chapters
0:00 The parcel tracking problem
0:25 A few basics fix most of it
0:35 Simple navigation
0:55 Personalization
1:15 Mobile and accessibility
1:35 Self-service
1:55 Feedback, heatmaps and A/B tests
2:20 Fast pages, less clutter
2:35 CRMJetty Salesforce Customer Portal
3:00 Book a personalized demo
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