Offer your customers a secure and exclusive platform for managing their account details through the Experience Cloud’s Customer Account Portal solution. Enhance customer relationships with Experience Cloud. Better interactions and reduced service-related expenses by implementing Salesforce Experience Cloud granting customers the ability to view and settle invoices. They canupdate account information and access your knowledge base for answers to common queries.

Tailored for effective account management, the Customer Account Portal empowers you to:

  • Provide customers with the autonomy to create and modify essential information in any Salesforce record, including custom objects. This capability minimizes call center inquiries for easily addressable issues, such as updating contact details.
  • Seamlessly integrate and unveil data and processes from third-party systems, such as ERP and ecommerce, through Salesforce Connect.
  • Display pertinent information in customers’ member profiles, enabling them to effortlessly update their accounts on-the-go.
  • Leverage Salesforce Knowledge to furnish customers with solutions to their most crucial queries regarding your product and brand.

The Customer Account Portal maintains the flexibility and extensibility  you’ve come to expect with other Lightning sites, enabling you to:

  • Develop custom pages and implement personalized branding.
  • Expose additional CRM objects and data tailored to your business requirements.
  • Utilize audience targeting based on geolocation, delivering personalized content to customers based on their geographical location.
Manage Customer Relationships with Experience Cloud

Salesforce Experience Cloud’s Customer Portal is a perfect solution for the public sector, government, manufacturing industry, and financial services sector.

The primary distinction between customer experience and customer relationships lies in their scope. Improved customer relationships with Experience Cloud grow over time. Customer experience encompasses a broader, more comprehensive perspective on individuals’ emotions during interactions with your business. In contrast, customer relationships specifically pertain to your company’s enduring connections with customers.

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