These pros will help you create a safe, secure customer portal strategy and develop the software and integrations that will bring it to life.

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Project Profile: Improve Customer Experience
with a Self-Service Customer Portal
Why Create a Customer
Portal?
Self-service portals aren’t just
“nice-to-haves”—an overwhelming
majority of customers actually expect
brands to have them. Building a portal
can be an investment in long-term
customer satisfaction and retention.
Portals can also create ROI when they:
● Relieve burden on IT & support teams
● Reduce friction in the funnel
● Leverage AI to handle routine tasks
● Integrate third-party services for
omni-channel support
● Centralize FAQs, forums, help articles
How to Develop a CS Portal
● Decide which apps, tools, or data will
be accessible through portal
● Design and build out interface
● Integrate with database, CRM, and
backend systems
● Establish data encryption measures,
run QA and security testing
Who You’ll Need
These pros will help you create a safe, secure customer portal strategy and develop the
software and integrations that will bring it to life.
Hire an agency to get all the skills you need under one roof.
Product Manager
Translates business goals into
software concept and creates
technical spec doc and project
roadmap.
Database Administrator
A database pro can help
determine strategy for
permissions, read/write, and
encryption/security.
Software Developer
Codes live chat software and
integrates with your CRM,
ticketing system, database, APIs,
and more.
UI/UX Designer
Designs a user-friendly look
and feel for the portal
interface that’s intuitive and
on-brand.
Front-end Developer
Develops the interactive
interface based on design
mockups from a UX/UI pro.
Of consumers prefer self-service over
speaking to a rep
67%
Potential revenue growth with better
customer service initiatives
2x