Can a customer portal integrate with our current systems?

Yes, integration with existing systems such as finance and order systems is a central part of most customer portal projects, and we clarify that concretely early in the process.

Should customers be able to take actions in the portal, or only view information?

It depends on the need. Some portals are pure information overviews, while others let the customer approve quotes, place orders, or update their own details directly.

How secure is a customer portal with access to sensitive data?

Security and access control are designed into how the portal is built from the start, so each customer only has access to their own data.

Solution

Customer portal for B2B companies

A customer portal should give the customer answers without them needing to call or write first.

Belongs under Software development →

A customer portal gives your customers access to their own data, status, and documents directly, which reduces the number of enquiries about questions the customer could have found answers to in the portal themselves.

01Chapters

The problem

Without a customer portal, many questions that could be answered automatically end up as phone calls or emails to your team: how far along is an order, what was the price on the last quote, or when was an invoice sent. That ties up time that could be used elsewhere.

Build or buy

Some industry solutions offer a built-in customer portal, but it is often limited to what the system already supports. A custom customer portal can be built to show exactly the information and features your customers ask for, and integrate with the systems you already use.

Workflows the solution covers

Login and access to their own data for each customer
Overview of orders, quotes, and invoices
Download of documents and attachments
Direct contact or support from the portal

Integrations

Finance system for invoices and payments
CRM or order system for status and history
Document management for attachments and agreements

BEZT experience

BEZT has built customer-facing portals and self-service solutions as part of several of the 135+ custom projects, with a focus on reducing unnecessary enquiries by making information available directly to the customer.

What should decide your choice

Which questions take up the most space in your current customer enquiries?
How many systems does the portal need to pull data from?
Should the portal also let the customer take action, not only view information?
How many customers need access, and how does that affect the need for scalability?

Questions we often hear

Can a customer portal integrate with our current systems?: Yes, integration with existing systems such as finance and order systems is a central part of most customer portal projects, and we clarify that concretely early in the process.
Should customers be able to take actions in the portal, or only view information?: It depends on the need. Some portals are pure information overviews, while others let the customer approve quotes, place orders, or update their own details directly.
How secure is a customer portal with access to sensitive data?: Security and access control are designed into how the portal is built from the start, so each customer only has access to their own data.

Related capabilities

Software development

From BEZT Index

When is custom software worth the money?

Is this relevant to your situation?

We will say so honestly if the job does not belong at BEZT.

Discuss your customer portal with BEZT