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Almost every business now knows and uses customer portals to improve their customer service. But that doesn’t guarantee customer satisfaction.If you had a physical retail store, you would ensure that customers get the best experience possible. The sections are designed systematically, and the support people are well-versed with all the products in the store.

Let’s look at the 4 customer portal design best practices that will surely help you in 2022.

Build with Purpose

Challenges to tackle during customer portal design

• Too much data clutter


• Complicated browsing


• Customer relationships


• Optimized portal

Focus on UI

First impressions are the most important part of the customer journey. If the store looks appealing, they are likely to stay and browse. Hence, start with the look and feel, i.e., the visuals and graphics, and then proceed towards functional design and how the portal works.

The visual elements include:

• Layout


• Accessibility


• Navigation


• White Space

Improve User Experience

When designing your customer portal, it’s essential that you provide your customers with all the necessary information without overwhelming them with too much or unnecessary information.

• Self-Service


• Dashboard


• Onboarding Process


• Knowledge Base


• Ticket Management


• Virtual Assistant


• Online Community

Balance Customization, Security, and Convenience

customers expect businesses to provide them with customization options to have control over the portal. So, offer customization options that let them customize the portal’s look and feel. 

Here are some ways to create a balance between convenience and security.

• Help Center


• Request Types


• Add Shortcuts


• Limit Access


• Allow Customizations

For any kind of open plugins and extensions, contact us at [email protected] or call us on +91-9106747559. For more information: https://www.crmjetty.com/customer-portal-development/

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