SalesforcePort – Salesforce Customer Portal for WordPress

Only at

$399

SalesforcePort – Salesforce Customer Portal for WordPress

AppJetty’s SalesforcePort is a WordPress Salesforce Customer Portal. It integrates your existing Salesforce CRM with WordPress systems. Which means, no need to spend on additional software to create a support portal for your customers! SalesforcePort enables WordPress website owners to add a customer portal to their website with Salesforce as the backend framework and WordPress as the front-end interface.

Using our Salesforce WordPress Customer Management Portal, your customers can easily access their accounts and create support tickets for their issues in no time. Our plugin is offers significant modules for you to get details of all your cases and treat them priority wise. Make the most out of it and offer enhanced customer support!

Why Choose WordPress Salesforce Customer Portal plugin?

Reduce Operational Costs

A self-service customer portal is a great alternative for offering customer support without the need for support agents. It helps to cut down operational costs!

Faster Resolution of Issues

As the portal is connected to Salesforce CRM, all issues can be followed up precisely and in a timely manner. This leads to faster handling of support requests.

Better Data Management

With CRM connectivity, the portal data provided by customers becomes a part of the central customer data system. This results into better utilization and management of customer data.

Key Product Features

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Role Based Accessibility

  • Customer Portal provides you with a feature to manage Salesforce Modules accessibility for your WordPress Portal users. You can also decide as to the access of which module should be provided to which user. This can be done by assigning them to a User Group.

Configure Module Layouts

  • Set Portal Layouts for each accessible module. Customer Portal plugin provides facility to set Portal Layouts for each module in Salesforce. You can set Layouts for List, Edit, & Detail view from Salesforce and the same will be displayed in the Portal.
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Generate Mass Credentials

  • Generate portal credentials for already created CRM contacts and convert these contacts to Portal Users from Salesforce in a single click. An email will be sent to these users with their Portal credentials.

Customize your Portal

  • Give your portal a name, upload a Logo, set records to be displayed on a page and set theme color you want to display. Choose standalone page template with custom design or set full width page template with theme header and footer. Set Registration Message and subject for customers during registration.
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Secure Sign In

  • It provides safe and secure portal login for customers. A new user can directly sign-up from the portal. The credentials are verified to see whether any customer has been registered with same username and email address. If any such user does not exist in the system, a user will be created in Salesforce Contacts module.

Manage CRM Records

  • Customers can view, add, update or delete records from a module based on the rights provided to them. All the updates that a customer makes are also reflected in CRM. They can also add attachments or even make comments on cases from Portal.
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Points to Note

  • You must be able to login as an Administrator in Salesforce and WordPress.
  • You must have a valid License Key Provided by AppJetty.
  • If you are installing Customer Portal then make sure there should not be any older version of Customer Portal Plug-in already installed on Salesforce. If there is any then you have to uninstall that plug-in.
  • Your WordPress portal site must have a SSL Certificate.
  • Supported Editions

    Enterprise, Unlimited, Developer, Performance.

 

15 Days

Money Back

 

Free 3 Months

Support

 

Free 6 Months

Upgrade

 

Highly Secure &

Stable Products

Only at $399

Industry Applications

Get flexible technology framework options to create your own portal depending on your existing platform or industry. Given below are some possible industry applications.

  •  

    Retail

  •  

    Education

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    BFSI

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    Real Estate

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    Travel

Offline Retail & Ecommerce

Offline Retail & Ecommerce

Customer centric business processes is one of the key success factors in the retail industry be it offline retail or online retail. With our customer portal you can provide your customers options for order tracking, managing returns, post complains, provide product feedback, access FAQs, access shipping, return and refund policies and whole lot more.

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Public and Private Educational Institutions

Public and Private Educational Institutions

Educational institutions can use our portal to provide better service and grievance redressal system for their students and parents. If you are in the education industry, you can create separate or combined portals for students and parents and provide timely class/exam/fee related updates, manage student/parent queries, fix up appointment for parent meetings, reach out to interested parents, etc.

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Banks & Financial Service Providers

Banks & Financial Service Providers

BFSI is another industry where customer service is a major determinant of business profitability. With our portal solution your customers can get all their grievances addressed much faster, get relevant information for opening various accounts and maintaining them, get all the information about various financial products, track their transaction history, etc

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Real Estate Developers & Marketers

Real Estate Developers & Marketers

Real estate industry is heavily dependent on exchange of confidential information with customers. Our portal can be a great way to do this. Create an online hub for all confidential customer documents, provide property development updates, track EMI payments and pending installments, offer discounts and promote promotions schemes – all can be done securely with our Customer Portal solution.

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Travel Agents & Tour Organizers

Travel Agents & Tour Organizers

Travel agents and tour operators can manage all communication with their customers easily and securely with our Customer Portal. Manage customer queries during the entire service lifecycle, provide tour iteneraries and updates (change in schedule), manage payment details, handle special customer requests, upsell, cross sell products, etc

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Reviews
(5/5)
  • My Data Manager

    SalesforcePort manages my data seamlessly. I can offer enhanced experience to my customers with reduced operational costs. Like this portal, it keeps me ahead!

    Celine Vaggers (Posted on February 9, 2018)
    Yes, I Recommend This
  • No Worries’ Portal

    SalesforcePort is an amazing portal for my business and customers. It enables me to customize the portal for faster resolution of queries.

    Louie Lefebvre (Posted on December 6, 2017)
    Yes, I Recommend This
  • Enhanced Customer Support

    My customers can easily update or delete records from a SalesforcePort module. Before having this portal, I could not get regular updates on CRM. Thanks, AppJetty for resolving problems smoothly.

    Rachel Jackson (Posted on October 3, 2017)
    Yes, I Recommend This
  • Better Management

    I can manage the customer data seamlessly with SalesforcePort. It’s an amazing support portal for my customers.

    Laine Lehkyi (Posted on August 1, 2017)
    Yes, I Recommend This

Release Notes

Version 2.0.0 : December 26, 2017
Enhancements
  • Dynamic access rights for portal user for each module (view/add/update/delete)
  • Ability to provide portal access to already created CRM contacts from CRM
  • Contract and Order module support to portal users
  • Ability to search globally from all modules in portal
Version 1.0.0 : June 17, 2017
  • SalesforcePort – Salesforce Customer Portal for WordPress is Released.

Documents

General FAQ

  • What is customer portal and how it is useful?

    Customer Portal is similar to a Self-Service portal in which they provide an online support channel for customers by allowing them to resolve their queries without contacting a customer service representative.

  • Does it fit any industry?

    Our “Customer Portal” extension is developed for various industries like Retail, Education, BFSI, Real Estate,Travel

  • Does it require any customization to be used for my industry?

    No, Our portal will fulfill all your basic requirements for any industry.

  • What if I want to install on more than one domain or development server?

    On single domain purchase, we allow one live and one development domain. If you would like to use the portal on more than two domains with single installation, then you need to purchase it for additional domains.

  • What should I do, if I have different CRM installations?

    If you are likely to use the extension on domains with separate installation, then you need to purchase another copy of the portal.

  • Do you provide live demo (on Skype)?

    Yes, you can get a personal live demo in your time zone by our expert. Our skpye_id is : support.biztech

  • Do you have a refund policy?

    Yes, you can refer our refund policy @ https://www.appjetty.com/refund-policy.htm. We stand behind the quality of our extensions with a 15 day money back guarantee.

  • May I transfer the license to another domain after I purchase it?

    Yes. We charge a nominal transfer fee.

  • May I have a free trial of your product?

    As per our company policy we are not providing any product on trial basis. Customer will have to check out the product with full payment. As we offer 15-day money back guarantee on all our products. Just in case, you are dissatisfied with your product during the 15 days of the purchase, you can receive a full refund.

  • Can Appjetty customize the portal to suit my needs?

    Of course! This is what we’re good at! Please get in touch with us at support@appjetty.com to discuss your specific needs. We would be delighted to hear you.

  • Do you provide installation for the plugin?

    Yes, we do provide paid installation service. For this you simply need to check in the box of “Installation” that is there beneath “Your Domain” section.

Technical FAQ

  • Does it support custom modules of CRM?

    Yes,it is providing custom modules support with extra efforts. You can contact us for more details.

  • For adding custom module does the customer need to provide any details?

    Yes, customer need to provide their FTP and site admin details for both the frameworks(CRM and CMS)along with the list of modules which they want to enable for the portal.

  • What data is required to make connection with CRM?

    You just need your CRM instance URL, CRM admin username, CRM admin password and your security token to make connection. For further details you can review our user manual guide.

  • Does it only support HTTPS?

    Yes. As per Salesforce Standards your Portal must have valid SSL.

Knowledge Bank