What is a Portal User?
Odoo ERP is a comprehensive software tool that offers extensive functionality for managing enterprise operations.
Today's article - which is about the operation of the Portal User - is particularly recommended for:
- service companies that work with clients over the long term and may collaborate on joint projects or rely on the client for specific professional tasks (e.g., designers, service companies, software support companies).
- companies operating webshops that want to provide a self-service interface for their customers.
One of Odoo's key features is the Portal User, which allows customers to access information online and contact the company. Introducing Portal User can significantly improve the customer experience by providing a wide range of self-service and support options.
Imagine yourself as a customer and that:
- you have access to a collaboration platform with the supplier, allowing you to access previous documents (quotes, orders, invoices).
- there is a platform where you can send specific requests to the supplier (message, photo, or PrintScreen), which the supplier can later receive, and the status of the request can be continuously monitored.
Now that you understand what the Portal User feature can do! Let's now look at its practical benefits!
5 specific examples of improving the customer experience with Portal User:
- Access to information: Customers can directly access their account data, including orders, invoices, and shipments, through Portal User. This saves them time and eliminates the need to contact customer service for this information.
- Order tracking: Customers can track the status of their orders in real-time through Portal User. This provides insight into the ordering process and reduces anxiety.
- Support requests: Customers can request support online through Portal User. This is a convenient way to contact customer service and get help solving their problems.
- Handling returns: Customers can initiate product returns through Portal User and track the status of returns. This simplifies the process of returning faulty or unwanted products.
- Updating account details: Customers can update their account information, such as shipping address and contact details, through Portal User. This allows them to keep their contact information up to date and ensure they receive accurate communication from the company.
Benefits of introducing Portal User:
- Increase customer satisfaction: Customers appreciate the self-service options and online support opportunities offered by Portal User. This can lead to increased customer satisfaction and improved customer loyalty.
- Cost reduction: Introducing Portal User can reduce customer service costs as customers can solve many problems independently.
- Efficiency improvement: Portal User can automate customer service tasks, leading to increased efficiency of the customer service team.
- Communication improvement: Portal User can facilitate communication between the company and customers. This can lead to better understanding of customer needs and increased customer satisfaction.
Would you like to better understand the possibilities of using Portal User?
Introducing Portal User can be an effective way to improve the customer experience and provide a better experience for customers.
Contact us today!
Fill out the form on our website or call us to discuss your company's specific needs and how Odoo Portal User can help you achieve your goals.
