Salesforce Customer Portal Vs Partner Portal: All You Need to Know

1. Salesforce Customer Portal Vs PartnerPortal: All You Need toKnow Salesforce is a well-known name in the world of CRMs, portals,andcommunities.Wecan’tdenythattheirproducts are world-class and provide organizations like yours an upper hand. And sometimes that can raise furtherquestions like which portal to invest in? Should you be going with a portal or acommunity? sales@crmjetty.com

2. We’ve already writtena well-researched article on Salesforce Customer Portals Vs. Communities. Hence, in this article, we are going to discuss its two well-known portalsi.e.CustomerportalandPartnerportal.Andhelpyou choosetherightsolutionforyourorganizationalneeds. What is Salesforce PartnerPortal? Salesforce partner portal allows partner users outside of your organization to login to Salesforce. It helps companies by empowering their indirect sales channel and this increases their ROI. Users of the partner portal have limited access to Salesforce and can only see the data of the modulesforwhichtheyaregrantedaccess.Withthehelpof partner relationship management (PRM), companies can create multiple portals to manage, track, and handle their indirectsales. Let’s talk about three main benefits of having a Partner Portal: Increasedefficiencyofyourchannelsalesfunnel With the help of partner portals, you can provide your partner a platform to collaborate with your organizationfor anyandeverysalesactivity,task, capturing, nurturing, conversions, leadgenerationor etc.andthereby sales@crmjetty.com

3. increasing the efficiency of your channel sales, and marketing. IncreasedROI As you provide your partners with easy-to-setup tools to track, manage, and analyze their marketing campaigns with Salesforce partner portal, you will directly see the effect on your ROI. Additionally, you can provide them with exclusive access to your content which will help them align the strategyandmarketingaroundyourbrand. Access to data from anywhereanytime Yourpartnerswillbeabletoaccessthedataanditsinsights onthego.Youcaneasilysharereportsanddocumentsfrom anywhere and help them understand KPIs and other sales opportunities. What is Salesforce CustomerPortal? Salesforce customer portal is an interface that is useful to provide support to your customers, help them solve issues about your products/services thereby better overall user experience. As a company, you can create a personalized customer service portal including features, sections, information, modules based on your requirements to streamline communicationwith your customers. sales@crmjetty.com

4. And here are the top three benefits of using the customer portal: Omnichannelsupport According to research, 51.3% of people use the internet via mobile. In such times while developing a customer portal, you need to make sure that you make it accessible for your mobile users via mobile application or just making it mobile compatible. This will help you provide omnichannel support and be present wherever your customers are. This makes it moreuserfriendlyandaneasytoaccessplatformforthem. Easyintegration Salesforce customer portal is easy to integrate with your web pages or the entire website. This can help your users haveeasyandsimplifiedaccesstoyourknowledgebase. Onlineforum Customer portals help your customers solve problemsmore effectively by letting you create online forums, various grouplearning,informativearticles,andmore.Thisprovides them a much needed 24/7 customer support without you having to spend extra resources and also eliminates the drawbacksofhavingcustomersinmultipletimezones. sales@crmjetty.com

5. Now that we are clear on both of their concepts, let’s try and understand theirdifferences. • Salesforce Customer Portal Vs PartnerPortal • Purpose: Partner portal shows leads and opportunity to partnerswhereascustomerportalisusefulforsolvingissues independentlywithoutinteractingwithrepresentatives. • Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users. • AccessandCost:Partnerportalshavemoreaccesstocore CRMfeaturesandhenceareexpensive. • Role-based access: Using the partner portal you can provide specific role-based access to your partner whereas that'snotthecasewiththeSalesforcecustomerportal. • There is a thin line difference between both the portals but eachhasitsownuniquenessandfunctionalitytoserve. • On the basis of your company’s requirements, you make your choice. If you are looking for a portal that helps you to manage your customers then having a customer portal is the right decision. Whereas, if you want the portal to manageyourpartnersthenoptforpartnerportals. sales@crmjetty.com

6. Aboutus: CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for the right portal solution for your company, then you can choose from our wide range of solutions for Salesforce, Dynamics, and more. We have served in this industry for a decade and have built many Salesforce portals like customer portal, self-service portal, non-profit portals, etc. Get in touchwith us and we’ll help youkickstartyourjourneytowardscommunicatingbetter. Source: https://www.crmjetty.com/blog/salesforce-customer-portal-vs- partner-portal/ sales@crmjetty.com