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Salesforce WordPress Customer Portal
Seamlessly integrate Salesforce with WordPress to build a powerful, AI-enhanced customer portal. Customize user experiences, automate workflows, and access real-time data within a secure, low-code environment. Deliver exceptional support, optimize engagement, and accelerate your business growth with CRMJetty’s Salesforce WordPress Customer Portal.
Trusted by Enterprises
Enhance Customer Experience with Our Advanced Salesforce WordPress Portal
Redefine customer interactions with a seamlessly integrated Salesforce WordPress Customer Portal. Designed to build lasting relationships, our solution delivers personalized experiences that drive engagement and improve customer satisfaction.
Create a Customer-Centric Digital Experience
Personalize every touchpoint to meet customer needs. Offer timely support, relevant resources, and an intuitive interface for seamless navigation.Centralized Platform for Better Service
Bring all customer interactions into a single platform for quicker responses, smoother communication, and efficient service management. Enable your team to provide consistent support across channels.Drive Higher Engagement for Better Returns
Build meaningful interactions with personalized features and clear user pathways, boosting customer retention, conversions, and overall business growth.Set Up Your Salesforce WordPress Portal in
5 Simple Steps
01
Connect Your Salesforce
02
Build Your Portal Site
03
Customize Your Branding
04
Design with Drag & Drop
05
Launch Your Portal
Get Your Salesforce WordPress Portal Live in No Time: Simple Start, Scale Faster
No-Code/Low-Code Flexibility
Build and customize your portal with an intuitive drag-and-drop interface—no coding required.
Faster Deployment with WordPress
Integrate with WordPress and Salesforce to launch your portal quickly while maintaining flexibility.
Cost-Effective & Scalable
Transparent pricing plans that grow with your business, seamless and budget-friendly expansion.
Streamline Customer Journeys with Advanced Portal Features
No-Code CMS Builder
Enable your team to create, manage, and update portal content effortlessly with a drag-and-drop CMS, ensuring up-to-date information for customers.
Role-Based Access Control
Assign role-specific access to internal users and customers, ensuring secure data handling and a personalized user experience.
Salesforce Objects Access
Seamlessly integrate Salesforce objects, giving your team a unified view of customer interactions for accurate and timely support.
Salesforce Connected Data Widgets
Provide real-time Salesforce data through interactive widgets, helping your team stay updated and respond to customer needs efficiently.
Advanced Workflows
Automate key processes like approvals and notifications, reducing manual work and improving service efficiency.
Various Third-Party Integrations
Enhance portal functionality with integrations for CRM, marketing tools, and payment gateways to create a connected system.
ISO 27001 & 9001 Certified Security
Ensure data protection with TÜV-certified security and Single Sign-On (SSO) support for a secure and seamless experience.
Adapt and Excel: Salesforce WordPress Customer Portal for Every Business Need
Seamlessly integrated with Salesforce and WordPress, our portal adapts to various business needs, optimizing operations, enhancing customer interactions, and driving growth. From automating support to managing content and orders, these features empower businesses to improve efficiency and customer satisfaction.
Case Deflection
Case Management
Knowledge Base & Articles
Document Management
Content Management
Order Management
Dashboards
Inquiry Forms
& more…
Custom WordPress Portal for Every Industry’s Unique Needs
Optimize your operations with portals designed to address industry-specific challenges. Improve service delivery, enhance engagement, and build lasting connections.
Nonprofits
Simplify nonprofit operations with a centralized portal that streamlines donor and volunteer interactions. Automate tasks, manage fundraising efforts, and ensure secure document handling—all in one place.
- Donor Management
- Volunteer Management
- Fundraising Event Management
- Grant Management
- Document Management
Education
Tackle enrollment complexities, student engagement, and administrative inefficiencies with an education portal that integrates seamlessly with Salesforce. Manage student records, automate workflows, and enhance communication with ease.
- Student Enrollment
- Attendance Tracking and Reporting
- Fee Payment
- Course & Program Management
- Exam and Result Publishing
Insurance
Simplify policy management and enhance customer service with an integrated insurance portal. Automate claims, improve communication, and ensure secure document handling while unlocking upselling and cross-selling opportunities.
- Policy Management
- Premium Payment and Billing
- Customer Support and Self-Service
- Document Management
- Claims Submission and Tracking
Healthcare
Enhance patient care with a portal that streamlines patient management, doctor scheduling, and insurance coordination. Provide easy access to appointments, health records, and progress updates while ensuring data privacy and compliance.
- Patient Management
- Doctor Management
- Appointment Management
- Case Management
- Documents Management
Manufacturing
Optimize operations with a portal designed for supply chain coordination and distributor engagement. Improve supplier communication, automate RFQs, and track work orders in real time to boost efficiency and productivity.
- Supplier Management
- Case Management
- B2B Orders
- Order Tracking
- Distribution Management
Real Estate
Reduce lead acquisition costs and enhance sales processes with a centralized real estate portal. Manage properties, streamline buyer interactions, and optimize referral networks while improving engagement.
- Property Management
- Site-tour appointments
- Partners Management
- Deals & offers
- Integrated Knowledge Base
IT
Automate service requests, track progress, and improve client communication with a dedicated IT portal. Enable self-service options for faster resolutions, ensuring seamless task and project management.
- Case Management
- Task Management
- Document Management
- Asset Management
- Integrated Knowledge Base
Nonprofits
Simplify nonprofit operations with a centralized portal that streamlines donor and volunteer interactions. Automate tasks, manage fundraising efforts, and ensure secure document handling—all in one place.
- Donor Management
- Volunteer Management
- Fundraising Event Management
- Grant Management
- Document Management
Education
Tackle enrollment complexities, student engagement, and administrative inefficiencies with an education portal that integrates seamlessly with Salesforce. Manage student records, automate workflows, and enhance communication with ease.
- Student Enrollment
- Attendance Tracking and Reporting
- Fee Payment
- Course & Program Management
- Exam and Result Publishing
Insurance
Simplify policy management and enhance customer service with an integrated insurance portal. Automate claims, improve communication, and ensure secure document handling while unlocking upselling and cross-selling opportunities.
- Policy Management
- Premium Payment and Billing
- Customer Support and Self-Service
- Document Management
- Claims Submission and Tracking
Healthcare
Enhance patient care with a portal that streamlines patient management, doctor scheduling, and insurance coordination. Provide easy access to appointments, health records, and progress updates while ensuring data privacy and compliance.
- Patient Management
- Doctor Management
- Appointment Management
- Case Management
- Documents Management
Manufacturing
Optimize operations with a portal designed for supply chain coordination and distributor engagement. Improve supplier communication, automate RFQs, and track work orders in real time to boost efficiency and productivity.
- Supplier Management
- Case Management
- B2B Orders
- Order Tracking
- Distribution Management
Real Estate
Reduce lead acquisition costs and enhance sales processes with a centralized real estate portal. Manage properties, streamline buyer interactions, and optimize referral networks while improving engagement.
- Property Management
- Site-tour appointments
- Partners Management
- Deals & offers
- Integrated Knowledge Base
IT
Automate service requests, track progress, and improve client communication with a dedicated IT portal. Enable self-service options for faster resolutions, ensuring seamless task and project management.
- Case Management
- Task Management
- Document Management
- Asset Management
- Integrated Knowledge Base
A Salesforce WordPress Portal Not the Right Fit? Explore More Options
Explore solutions beyond WordPress with portals built to meet your needs. Choose a Salesforce Customer Portal for seamless self-service or a Salesforce Partner Portal to enhance collaboration—both designed to streamline operations, improve engagement, and boost efficiency.
Looking for a
Salesforce Customer Portal?
Deliver seamless self-service with our Salesforce Customer Portal—secure, intuitive, and built for efficient case management and real-time access to Salesforce data.
Need a Salesforce Partner Portal?
Equip your partners with a Salesforce Partner Portal for personalized access, sales insights, and effortless collaboration—helping you scale faster.
Sander Remans
Realtime, secure and streamline customer information sharing. Facilitating secure information sharing with customers is crucial for us as an escrow agent.... Read More
Dale Smith
SalesPort Customer Portal by CRMJetty is highly recommended for anyone wanting to integrate WordPress and Salesforce beyond web-to-lead forms. I have been... Read More
I reached out to Biztech to help me set up a WordPress frontend portal for my SuiteCRM instance. Biztech appeared to have the best solution available and...
Cost-effective Customer Portal and customization service. I was in need of a Customer Portal and was hunting for a good service that offered a few key... Read More
Portfolio
Asendia
They provide mail and parcel delivery services for companies that sell internationally. ...
Forbes Marshall
Forbes Marshall is a multinational engineering company, specializing in steam engineering and control instrumentation.The company manufactures steam engineering ...
Digicert
DigiCert, Inc. is a digital security company headquartered in Lehi, Utah. As a certificate authority (CA) and trusted third party, DigiCert provides public ...
Case Study
Strengthening Support for Policyholders with a Portal for Health Insurance TPA
A leading health insurance company sought to address the challenges policyholders faced during hospitalization and claims settlement. These challenges included the complexity of documentation,...
Optimizing Insurance Workflows with a Custom Dynamics Portal for The Meco Group
The Meco Group, a leading provider of branded marine insurance products, needed a centralized and secure platform to streamline policy management, claims processing, and broker-customer...
Leading Pharmaceutical Manufacturer Achieved 99% Confidentiality of Supplier Information
Our client, a leading pharmaceutical manufacturer specializing in the production of critical medications, identified the need to safeguard sensitive supplier information. With an extensive...
Blog
Customer Portal
Real Estate Portal
Customer PortalFrequently Asked Questions
What features does the Salesforce WordPress Customer Portal offer to enhance user experience?
Our portal provides a seamless, AI-enhanced experience by integrating Salesforce with WordPress. It includes a no-code CMS builder, role-based access control, Salesforce-connected data widgets, case management, document management, and advanced workflows. These features enable personalized interactions, self-service options, and efficient support management.
How can businesses customize the portal to meet their specific customer service needs?
With a low-code/no-code environment, businesses can tailor the portal’s design, workflows, and access controls without extensive development effort. The drag-and-drop CMS builder allows easy content updates, while role-based access ensures different user groups see relevant information. Additional integrations with third-party tools further enhance customization.
What are the benefits of integrating Salesforce with WordPress for customer support and engagement?
Integrating Salesforce with WordPress enables a seamless customer experience by providing real-time access to Salesforce data within a user-friendly WordPress interface. This improves case resolution times, enhances engagement with personalized interactions, and streamlines workflows, all while maintaining data security and compliance.
How does the portal ensure data security and privacy for user information?
Security is a priority, and our portal is ISO 27001 & 9001 certified, ensuring compliance with industry standards. Features like role-based access control, secure document handling, and SSO (Single Sign-On) integration provide an added layer of protection. Data is stored securely within Salesforce, ensuring privacy and compliance with regulations.
What steps are involved in setting up and maintaining the Salesforce WordPress Customer Portal?
Setting up the portal is simple and involves 5 easy steps:
- Connecting Salesforce to sync data.
- Building the portal site within WordPress.
- Customizing branding to match your company’s identity.
- Using drag-and-drop tools to design pages and workflows.
- Launching the portal and scaling as needed.
