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Customer Self-Service Portal

Leverage the GRP solution to deliver even greater value to those you serve by offering new ways for them to access information and perform key activities anytime.

How Customer Portals can work for you

GRP Self Service Portals enable you to create a customer portal experience where customers can access their information including contracts, financial statements, support cases, and more. The GRP Customer Portal helps you communicate with customers and work more efficiently. The portals work with your GRP applications, such as CRM and Sales Order Management, to provide helpful tools to allow your customers to see all the relevant information about their interaction and perform account-related activities online. You can also reduce customer support questions by providing anytime access to your knowledge base and document sharing.

Key Benefits of a Customer Portal for your Agency/ Company

“Always on”

Customers can access account information 24 hours a day, 7 days a week, without picking up the phone or sending an email.

Document sharing

Provide a secure location to share marketing material, educational material, company policies and FAQs with customers.

Customer Account inquiry

Give customers the ability to see all historical documents, balances, due dates, payments received and amount due. Customers can also update address, contact and user access details.

On-line ordering

Business partners and resellers can view inventory and place orders themselves—speeding up the ordering process and freeing your sales team to focus on other activities.

Important Features of Customer Portal

  • Customer Self-Service Capability
  • Self-Update of Customer Information
  • Financial Overview
  • Case Management
  • Online Ordering
  • Online Catalogue
  • Up-to-date pricing and inventory details
  • Document Sharing
  • Knowledge Base

Customer Self-Service Capability

By using Self-Service Portal, your customers can access their account information, create and manage support cases, and create and track online orders—all without picking up the phone or sending an email. All of these services are available 24 hours a day, 7 days a week.

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