Salesforce WordPress Customer Portal
Adopt a secure and scalable customer portal solution for Salesforce. Get an optimized solution for all your business operations and productivity challenges. Take a demo now!
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Looking for an Alternative CMS?
Explore our Salesforce Customer Portal.
Build Your Own Portal
Our Salesforce WordPress Customer Portal is self-configurable and hassle-free to start with. Style your themes, widgets and seamlessly manage your content within minutes using our portal customization features.
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Complete Drag & Drop Builder
Personalize your Salesforce WordPress Customer Portal by simply dragging and dropping the templates, layouts, and other portal components.
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Configure Multi Language
Configure your Salesforce client portal in multiple languages. Integrate WPML to ease the translation of WordPress pages into multiple languages.
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Smart Search
Allow the customers to run queries before they add new cases through our case deflection and smart search features. This also helps in eliminating repetitive tasks and lessens the team burden.
Complete Drag & Drop Builder
Personalize your Salesforce WordPress Customer Portal by simply dragging and dropping the templates, layouts, and other portal components.
Configurable Widgets
Avail of the smart, standard design components with custom data binding as a complete dynamic widget. Get your pages ready with fully-configurable widgets in no time.
Embed Portal with WordPress Theme
Salesforce client portal provides you various design functionalities where you can embed your portal with the WordPress theme so that it matches with your website design.
Configure Multi Language
Configure your Salesforce client portal in multiple languages. Integrate WPML to ease the translation of WordPress pages into multiple languages.
Smart Search
Allow the customers to run queries before they add new cases through our case deflection and smart search features. This also helps in eliminating repetitive tasks and lessens the team burden.
Configure Portal Your Way
Salesforce client portal assures pro-level quality in customers’ management with full compatibility with Salesforce. Configure this customizable solution in real-time as you want to match your business needs.
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360 Object Management
Exercise full control over objects in your CRM as well as the portal. You can use all the default objects in your CRM and configure them according to your requirements.
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Custom Dashboard
Salesforce client portal lets you customize your dashboard to ease customer navigation. Set quick links to widgets like recent activity, counter block, etc. for any required object.
Role-Based Access
Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.
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Configure Active CRM Layout
Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal. You can do this simply by activating the Active CRM layout option.
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Advance Field Level Configuration
Create advanced flows, i.e., decide when to display/hide a particular section or a field by configuring the form flow. Additionally, you can also set labels, tooltips, and values for each and every field.
-
360 Object Management
Exercise full control over objects in your CRM as well as the portal. You can use all the default objects in your CRM and configure them according to your requirements.
-
Custom Dashboard
Salesforce client portal lets you customize your dashboard to ease customer navigation. Set quick links to widgets like recent activity, counter block, etc. for any required object.
-
Role-Based Access
Enhance portal security by assigning roles and permissions to different portal users and grant them access based on these assigned roles.
-
Configure Active CRM Layout
Configure the active CRM layout to automatically reflect all the changes made in the CRM forms directly on your portal. You can do this simply by activating the Active CRM layout option.
-
Advance Field Level Configuration
Create advanced flows, i.e., decide when to display/hide a particular section or a field by configuring the form flow. Additionally, you can also set labels, tooltips, and values for each and every field.
Ease of Operations
Salesforce client portal comes with a competitive price and serves the best-in-class quality result in the industry. With the seamless sync between CRM and portal, it allows efficient and centralized management of operations.
Mobile Friendly
Our Salesforce client portal provides a fully responsive and engaging mobile interface that enriches the customer experience by allowing them to access the portal whenever and wherever they want.
Integrate Your Portal Menu with WP Menu
Salesforce WordPress customer portal automatically lets you integrate the main menu of your portal in the default WordPress menu.
Manage Mass User Credentials
Generate credentials for the portal users in bulk, simply by identifying the data from the CRM directly. All of this can be managed in a single click.
Flexible 3rd Party Integrations
Salesforce client portal allows flexible third party integration for a smooth workflow. You can configure the Wpml plugin to enable multiple languages within seconds.
Industry Specific Solutions
Education
Simplify your education logistics with a futuristic online Salesforce portal solution to make education easily accessible.
Non-Profit
Streamline donor management, volunteer management, and other nonprofit operations to make your nonprofit a success.
Real-Estate
Manage your real-estate brokers and partners centrally to ease your real-estate business logistics.
Insurance
Provide your insurers with full clarity, visibility, and transparency to overcome your customers’ skepticism and gain more sales.
Automate Processes with Salesforce WordPress Customer Portal
Salesforce WordPress Customer Portal empowers you with a flexible solution that can be scaled fully according to your business needs. Establish a constant and productive connection with your customers. Provide secure access of CRM data to your customers and help them simplify their work.
Looking for an Alternative CMS?
Go for our Salesforce Customer Portal - a solution with power pack features and Salesforce as a backend. Streamline the operations and scale your business with our custom CMS.
Why Salesforce Portal
Synchronized Solution
Salesforce WordPress Customer Portal permits an easy and real-time synchronization between the portal and Salesforce CRM.
Easy Information Flow
Salesforce WordPress Customer Portal enables an on-demand, hassle-free exchange of information between CRM and the portal.
Enhanced Customer Engagement
Streamline your user management process with emails and notifications to keep your customer engagement alive and updated.
Everything on a Single Dashboard
No need to keep switching between different interfaces as you can manage every action from a single dashboard.
Dynamic and Flexible
Flexible page builder with simple, easy-to-use drag and drop dynamic widgets. All this without having to write a single line of code.
Reduce Operational Cost
It is an easy to configure portal where all the entities are managed centrally. This in turn lowers your operational requirements and cost.
Case study
Streamlined Operations with an Insurance Portal for a Leading Insurance Company
A major insurance company dedicated to providing top-tier insurance services faced performance management challenges, identified a critical need to improve agent efficiency and customer...
Enhancing Customer Engagement with Portal Solutions for a Renowned Health Insurance Company
A leading health insurance company known for providing comprehensive health insurance services faced challenges managing customer information, policy updates, and claims processing...
Streamlined Vendor Management with a Comprehensive Portal for a Leading Medical Equipment Manufacturer
Our client, who specializes in manufacturing medical equipment such as diagnostic machines, patient monitoring systems, and surgical instruments, identified the need for an advanced...
