Customer Portal Design: 4 Best Practices to Implement in 2022
Jan 24, 2022 04:48:00 AM
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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 sales@crmjetty.com or call us on +91-9106747559. For more information: https://www.crmjetty.com/customer-portal-development/