Professional Services Automation
Client Portal
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Self-service centers are fast becoming the channel of choice for clients. Open a self-service Client portal communication to your clients by giving them a way to access project documents, check project status, post service issues, place new orders, or view their project histories. Such a site lets you stay open for business 24/7, around the world. Moreover, it delivers a high-quality, high-touch experience for Clients while reducing the cost of Client care to your company.
Client self-service provides real-time, cross-channel views of all interactions for delivery of superior Client service—whether the interaction occurred on the Web just seconds ago or with a sales rep in person yesterday. In addition, Clients can view outstanding quotes and projects. Most importantly, detailed project history allows an easy check of entitlement to service levels as well as intelligent upsell/cross-sell offers, helping turn the call center into a profit center.
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- Stay open for business 24/7 around the globe, while also providing cost-effective self-service options to your Clients.
- Empower Clients with unprecedented control over their projects and real-time access to such data as project status, driving return visits and greater Client loyalty.
- Allow Clients to report a problem, or request information, with a simple e-mail, simplifying case creation and expediting Client requests.
- Customized content enables you to create a true one-to-one marketing platform. You can also publish information to specific prospects or Clients, or to entire groups of Clients that are determined by specific criteria you set.
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- Clients can enter trouble tickets by logging onto your site, rather than calling or e-mailing you.
- Password-protected access to key Client support tools, such as the NetAnswers Knowledge Base, gives Clients the information they need, when they need it.
- Clients can update their profiles, view their order histories, check order status and place new orders round the clock. Clients can request support or information by simply sending an e-mail to a designated address, using online forms in the Client Center, or calling Client support.
- By accessing content that's been customized just for them, Clients can be ensured of getting the most relevant support documentation.
- After a service request has been made, the system automatically sends Clients a confirmation of receipt and a case number.
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