Developing Customer Self-Service Portals | Salesforce OmniStudio
Hawk-eye editor with a passion for trailblazing Salesforce experiences
Web Portals have the ability to streamline business processes in almost every industry and are one of the most efficient and engaging ways to connect with your customer base, wherever they are in the world. Self-service portals from Omnistudio for Salesforce have the ability to store vast amounts of personal data and individualize the online experience for each and every user.
These customer self-service portals in Salesforce also make life way easier for customers, companies, and employees alike as everyday admin can be automated in a personalized and accurate way. But what does this look like across industries? In this article, we take a look at some of the industries where OmniStudio self-service portals are making a difference in the lives of consumers and easing the manual work of businesses.
Salesforce Self-Service Portals for E-Commerce
Many people who engage in online shopping do so because they are way too busy to visit a store in person and let’s face it, shopping from the comfort of your home is way easier. Salesforce customer self-service portals for e-commerce make the shopping process even more convenient for online shoppers by providing a range of self-service options. For example, if you want to track an order, you don’t need to reach out to a customer support representative but instead, you can track your delivery live online with Omnistudio’s tools which work with real-time Salesforce data. The same goes for shipments and organizing returns of those parcels and goods that were not quite what you expected.
No more Cold Calls with OmniStudio Self-Service
Instead of a representative of a retail company calling and e-mailing customers to update account information such as postal and billing addresses, on a self-service e-commerce portal, customers can simply do this by themselves in a matter of minutes and seconds.
Self-service means no more spamming customers with newsletters, brochures, and cold calls that they don’t want because their entire digital experience, including recommendations, relevant resources, and suggested products will be tailored to their own journey based on data from the Salesforce CRM.
Not only are customer order histories saved, but self-service Salesforce customer portals provide rich product catalogs empowering customers to search based on the criteria that matters most to them. And when customers can find what they are looking for, they are of course more likely to make a purchase.
Easy Purchasing Processes
Purchasing processes are simplified with each customer getting their own shopping cart unique to them, which they can choose to checkout at their own pace, any time of the day or night. Similarly, Omnistudio in Salesforce connects with most major payment providers for a seamless e-commerce journey
Support for Customers and E-Commerce Businesses
Ultimately it’s a win-win situation on every side with Omnistudio self-service portals because customers can access all the resources they need, for example, full support documentation and troubleshooting fixes, as well as any other reading or audio-visual material that might assist the shopping experience.
On the other hand, e-commerce companies get all the reports and analytics they need to gauge customer satisfaction, purchases, preferences, and much more. The difference between a portal integrated with Omnistudio and one which isn’t is of course vast namely because of the data source. Portals powered by Omnistudio draw on the rich resources of the Salesforce CRM for the most personalized and efficient experiences.
OmniStudio: Healthcare Portals
Healthcare self-service portals are an important tool in connecting patients, doctors, nurses, and hospitals. With Omnistudio self-service portals, patients can skip waiting in line for calls from their specialists or anxiously expecting medical test results to be delivered by post.
Healthcare Providers and Patients Benefit
Self-service portals for Healthcare mean that patients can access their full medical records, make requests for prescription renewals, and chat live with healthcare experts as well as consult FAQs for their administrative inquiries. This frees up healthcare providers to focus on what matters most, saving and preserving lives, and for patients to have the flexibility to manage their account profile and health needs with full flexibility.
Medical Admin Made Easy
Patients no longer need to call busy landlines but can instead view doctor calendars and effortlessly make appointments online at their own convenience. Files and documents can easily be securely shared online to skip having to go into a doctor’s surgery or physically print out forms
All in all medical administration becomes streamlined with all billing, statements, and payments taking place online, while patients can receive automatic prompts, notifications, and updates on their health.
On the healthcare provider side, dashboards, analytics, and reporting help staff get in-depth understanding of where patients are at in terms of their treatment programs, general health, and relevant recovery processes.
Alternative to OmniStudio: Titan Self-Service Portals
Omnistudio self-service portals offer a range of benefits as demonstrated in both the E-Commerce and Healthcare industries, but are there any relevant alternatives? And why would one want to look further? Well despite Omnistudio’s numerous advantages, the software requires extensive development to reach custom solutions, and depending on your needs this development can cost time and money. Similarly, the integration capability of Omnistudio is limited when it comes to software outside of Salesforce.
Titan Web
What if you could get all the data-driven power of OmniStudio at a fraction of the cost? And what if you could reach custom solutions with full Salesforce integration seamlessly?
Well, this is where Titan Web for Salesforce comes in where you can get beautifully designed, self-service portals and web applications for every industry minus the heavy expenditure and set-up cost. Titan Web connects vendors, agents, partners, employees, and customers with flexible, no-code, and scalable solutions suitable for big enterprises and small businesses alike.
Our native, multi-patented Salesforce technology is one reason we are trusted by Fortune 500 companies.
If you liked learning about Omnistudio’s declarative tool, why not read about our Salesforce Web Apps?
So what are you waiting for? Want to try a simple drag-and-drop no-code solution that speeds up time to value and go to market? Schedule a demo today with one of our Salesforce experts, you won’t look back.
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.
