Glossary · Support and service

Customer portal: when it gets used and when it sits empty

Also known as: Self-service portal

A customer portal is the web space where your customers check and open their requests without having to call you.

What gets it used

  • It answers the real question. Almost always, whoever logs in wants to know “how is my request going?” If that is not on the first screen, they do not come back.
  • It does not require yet another password. Sign-in with their work account or with a link.
  • It offers something a phone call does not: the history, the signed service reports, the hour bank balance.

What leaves it empty

Being a request form and little else. If the portal only lets customers open tickets, they will keep calling, because calling is easier than filling in fields.

The same idea works for the people who work for you: the subcontractor portal.

The usual mistake

Limiting who gets in. If every login counts as a license, only a few people get access. And a portal used by a small part of your customers does not save a single call.

Keep reading

Related terms

Support and service

Omnichannel

Omnichannel support

Omnichannel means that every channel a customer uses to contact you feeds the same record and the same conversation.

Support and service

SLA

Service level agreement

An SLA (service level agreement) is the written commitment, usually part of a contract, on how quickly you will respond to and resolve a customer’s tickets.

Support and service

Hour bank

Prepaid hours · block of hours

An hour bank is a block of service hours bought in advance that is drawn down as work is done.

See all 53 glossary terms

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