Robust Customer Query Resolution using Salesforce Portal for USA's Leading Housing Consultant
- Industry: Housing Consultant
- Location: USA
- Technology: Salesforce, Wordpress
About the Company
US Housing Consultants is at the forefront of providing compliance and planning solutions in the affordable housing sector. Nationally recognized, the company excels in delivering specialized services tailored to HUD and Tax Credit compliance, ensuring that multifamily housing meets the highest standards of quality and regulation.
Client Requirements
The company sought a comprehensive portal to enhance their operational efficiency, addressing specific challenges in customer support and data management.
-
They needed a robust ticketing system to handle and resolve customer queries and issues.
-
A system to effectively organize and manage all assets, providing detailed insights and accessibility.
-
The portal needed to link detailed asset information to respective customers for seamless service and support.
-
A feature to import and integrate client-provided Salesforce reports into the portal for enhanced data analysis and usability.
-
The portal should support and manage Compliance Monthly Reports, offering easy access and manipulation of data.
-
A need for sophisticated filtering options for reports by month, year, and assets, coupled with direct printing capabilities.
Solutions
We delivered a bespoke portal, integrating tailored solutions to enhance operational efficiency and customer engagement.
Case Management: Implemented a refined case management module, elevating the ticketing system to promptly address and resolve customer inquiries and challenges.
Asset Management: Introduced custom object support in the portal, enhancing the organization, tracking, and management of assets, ensuring real-time access and updates.
Support for Reports: The portal was customized to integrate Salesforce reports, facilitating comprehensive data analysis and informed decision-making.
Filter and Download Options: Enhanced user experience with intuitive filtering options, allowing asset-wise report viewing and enabling downloads in PDF format for offline access.
Compliance Monthly Report: Users can now filter reports month-wise, year-wise, and asset-wise and utilize efficient printing functionalities.
User-Friendly Experience: User-centric interface ensuring easy navigation, operation, and access to essential features and data.
Results
Customer Support
The enhanced ticketing system facilitated faster response times, improved resolution rates, and increased customer satisfaction.
Asset Management
The introduction of custom object support empowered efficient asset management, real-time tracking, and organized data accessibility.
Report Handling
The integration of Salesforce reports within the portal streamlined data analysis, enabling quick insights and informed decision-making.
Data Filtering
The advanced filtering options led to a decluttered view of assets and reports, enabling focused insights and efficient data handling.
Compliance Reporting
Easy access and printing capabilities for Compliance Monthly Reports enhanced data usability, ensuring compliance and informed planning.
Operational Efficiency
Tailored solutions led to a streamlined operational framework, enhancing efficiency, data management, and customer engagement.
Testimonial
Customizable Wordpress Portal for Salesforce
The CRMJetty "Salesport" customer portal provides easy-to-use and customize portal options for Salesforce accounts. We have used the system since its early versions and have seen how the product has grown and expanded its product features and the CRMJetty team provides thorough and capable support. Any company who uses Salesforce data to manage customer relationships should look at this app as a way of providing easy to access customer access features.
