{"id":19973,"date":"2023-07-03T13:06:28","date_gmt":"2023-07-03T13:06:28","guid":{"rendered":"https:\/\/www.shopboostr.de\/kundenportal-erstellen\/"},"modified":"2025-06-02T14:15:54","modified_gmt":"2025-06-02T14:15:54","slug":"create-customer-portal","status":"publish","type":"blog_posts","link":"https:\/\/www.shopboostr.de\/en\/create-customer-portal\/","title":{"rendered":"Creating a customer portal: 10 tips for development"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]<\/p>\n

Create a Customer Portal: 10 Tips for Development<\/h1>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/2″][vc_single_image image=”19054″ img_size=”full” css=”.vc_custom_1736860477124{padding-right: 20px !important;}”][vc_column_text][\/vc_column_text][\/vc_column][vc_column width=”1\/2″][vc_column_text]<\/p>\n

Creating customer portal software can be a rewarding task, as customer portal software brings people together and promotes the exchange of information and ideas. However, programming a successful customer portal software requires careful planning and execution. In this article, we will cover ten tips on creating a community platform to help you in this process, so you can set up your own customer portal and succeed in future customer interactions.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text][\/vc_column_text][vc_column_text]<\/p>\n

\n
\t\t\t\t\t\t
\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
<\/th>\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/th>\n\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t<\/thead>\n\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCreate customer portal - overview\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\u2b50 Default:\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCreation of a customer portal\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ud83c\udfc6 Duration:\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tAt least 3 months\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ud83d\udcb0 Costs:\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tProject-specific\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\ud83d\udcfa Objective:\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCreate customer portal\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\u26a1 Technologies:\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\tCMS or individual programming\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/tr>\n\t\t\t\t\t\t\t\t\t\t<\/tbody>\n\t\t\t\t<\/table>\n\t\t\t<\/div>\n\t\t<\/div>\n<\/div>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Key Points at a Glance<\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][\/vc_column][\/vc_row][vc_row el_class=”block-round-corners” css=”.vc_custom_1664364888470{background-color: #ebebeb !important;}”][vc_column][vc_column_text]<\/p>\n

A customer portal is an application or a website through which you can organize and manage your customers. Furthermore, you can process support requests with this software and thus improve the customer experience. A good client portal typically offers a variety of features, including a ticketing system and live chat, and often consolidates emails to support and the company. Additionally, there is a self-service area with a knowledge base and other tools for customer service. Well-known industry portals are Zendesk and Freshdesk. In this article, we\u2019ll show you with our tips how you can succeed in creating your own customer portal.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

What Is a Customer Portal and How Does It Work?<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17971″ img_size=”536×300″ alignment=”center”][vc_column_text]<\/p>\n

A client portal, as the name suggests, allows you to serve customers digitally and online or gives customers the ability to manage themselves\u2014also via mobile devices like smartphones and tablets. A distinction is made between internal platforms, used only by company employees, and external sites that customers themselves can also use. Anyone who has ever been a customer of an internet provider or has a cell phone contract is familiar with an online customer portal. Netflix customers, for example, can cancel or change their subscription here. In the customer portal of your mobile or internet provider, you can order a new smartphone, renew your contract, pay bills, and perform other actions\u2014all conveniently and easily via the internet, without having to contact the provider or the company directly. Customer portals that are powerful and capable of automating many workflows when interacting with customers are not only a plus for the company but are also particularly important for customer loyalty. An adaptable platform for managing clients\u2014or a client portal for questions and answers, with knowledge bases and its own branding, etc.\u2014is a must for businesses of all sizes today.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

What Makes a Good Customer Portal or Customer Portal Software?<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]<\/p>\n

A good, reliable client portal software<\/a> must meet various requirements to be successful, well received by users, and stand out against the competition. It must offer collaboration tools and functions relevant to the customer. That means customizable dashboards might display information about rates, terms, and costs, and customers might be able to renew or terminate contracts and request additional services. Customers can also communicate with the company through various channels, including email, to seek support or information. As a central point of contact and all-in-one solution for both businesses and customers, the customer portal should have no errors and reliably perform the tasks required of it. For example, if someone wants to pay a bill, they should be able to do so and have the amount credited, without needing to contact the provider due to errors. Another key factor is trust in the provider. The platform must have a reputation for being reputable and inspire trust. All customer information must be transmitted securely via encryption and be protected from theft. Accordingly, security must also be top-notch since personal information and bank details are typically processed there.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Well-Known Customer Portals in Germany<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]<\/p>\n

Customer portals are also widespread in Germany. Many telecom and internet providers, as well as streaming services\u2014and basically all websites that allow a user account\u2014offer a customer portal these days. On these portals, users can manage their accounts, update their data or contract, pay bills, etc. Below, we introduce two well-known and popular customer portals from Germany. Perhaps you already know them from your own products and services.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Telekom Deutschland<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17983″ img_size=”536×300″ alignment=”center”][vc_column_text]<\/p>\n

Telekom\u2019s client portal is not only the oldest but also the best-known platform of its kind in Germany. Here, customers can find all information about their contracts, change personal data, extend or cancel contracts, and use a range of other features. You can also view your data usage, monitor used minutes and megabytes, or track sent SMS messages. The client platform enables almost all functions to be used independently, including contract management and support ticket creation. This significantly reduces the need to contact Telekom support, dramatically shortening wait times. Other platforms include, for instance, Suitedash or Clinked, which many companies also use to provide tailored information via a customer portal.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Hartmann Customer Portal: Efficient and Tailor-Made<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17982″ img_size=”536×300″ alignment=”center”][vc_column_text]<\/p>\n

Hartmann is a craftsman\u2019s portal offering tools and other building and construction-related products. The customer portal not only allows customers to manage their data but also shows an overview of all orders. They can download any documents, such as invoices, and\u2014thanks to integration with multiple APIs\u2014can track the current status of their order. Additionally, shipping can be tracked, and if necessary, a support ticket can be opened for assistance. Invoices can also be paid conveniently online, and customers can change personal and payment details if they wish. As with Telekom\u2019s platform, here too, everything can be done easily online. Support contact is usually not necessary, which is a good sign that this is a solid customer portal that reliably meets its responsibilities and is well-received by its customers.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Tips for Creating a Successful Customer Portal<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17968″ img_size=”536×300″ alignment=”center”][vc_column_text]<\/p>\n

The following ten tips will show you how to succeed with your own customer portal and what matters most. Our experts will discuss various aspects of customer portals and customer service, illustrating how you can stand out from the competition and be more successful with your project.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

1. Define Clear Goals and Requirements<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]<\/p>\n

If you plan to create a customer portal, you should set clear goals and requirements while considering the needs of your customers. Ask yourself which features the portal should offer and what goals you want to achieve with it. There are differences between large and small businesses, but a customer portal is essential in any case. Consider how to develop the right customer portal software. For example, do you want to improve customer support, simplify the ordering process, or gather customer feedback and help customers find information? By setting clear goals, you can ensure the portal meets your requirements.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

2. Prioritize User Friendliness<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]<\/p>\n

The best customer portal software is useless if the user cannot operate it. Ease of use is a key factor in a customer portal\u2019s success and offers the advantage that users can quickly and easily take care of their concerns. It starts with accessing the portal: the login process should be hassle-free, and the interface should be intuitive so customers can quickly find what they are looking for. Make sure the navigation is clearly structured, search functions are available, and key information is easily accessible. Avoid unnecessary complexity, and ensure the portal works well on various devices. Naturally, all data and information should be correct and protected against unauthorized access.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

3. Personalize the Customer Experience of Your Portal Software<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]<\/p>\n

The best software in customer service provides both users and employees with relevant information at a glance. Which information that is differs from person to person, which is why personalization is important. A personalized experience is an effective way to retain customers. Offer features such as personalized homepages, recommendations based on the customer\u2019s previous purchases, or the ability to customize preferences. By personalizing the customer experience, customers feel valued and are more likely to use the portal regularly. Of course, personalization should also be simple and straightforward to use.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

4. Ensure Security and Data Protection<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]<\/p>\n

A customer portal often provides incentives for hacker attacks, as it frequently contains sensitive data like personal and payment information. It is therefore crucial to ensure security and data protection. Implement robust authentication and encryption methods to safeguard data from unauthorized access. Also, make sure your privacy policies are transparent and comply with applicable legal requirements.<\/p>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

5. Integrate With Other Systems<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]A well-functioning customer portal should seamlessly integrate with other internal systems such as CRM (Customer Relationship Management) or ERP (Enterprise Resource Planning). This allows customer data to be efficiently managed and updated in real time. Smooth integration enhances efficiency and provides customers with a seamless experience.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

6. Offer Self-Service Features<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]Customers appreciate being able to solve problems on their own without having to contact customer support. Therefore, offer self-service features such as the ability to track orders, download invoices, or browse frequently asked questions. A well-equipped self-service area can boost customer satisfaction and reduce the workload on customer support.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

7. Consider Scalability<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]A good customer portal provides room for scalability and enhancements to meet future needs and business growth. Ensure that the portal is scalable and can grow with your company. Also keep in mind the possibility of easily adding new features and extensions to meet evolving needs. These might include collaboration features, a project management tool for employees, and a range of other functionalities and top solutions you might need later on.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

8. Test and Optimize the Portal<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]Before officially launching your client portal, thorough testing is essential. Make sure all features work properly and that the portal displays correctly on various devices and browsers. Collect feedback from internal and external testers, and make improvements to optimize the portal.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

9. Train Your Customers<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]Even the best <\/span>client portal is useless if your customers don\u2019t know how to use it. So, offer training and tutorials to show your customers how to get the most out of the portal. Provide easy-to-understand instructions, videos, or FAQ sections to help them get started. Solid training helps ensure customers use the portal effectively and benefit from the available features.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

10. Ongoing Improvement and Updates<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_column_text]A customer portal gives both users and employees many options, and it\u2019s not a one-time project; it should and must be continually improved and updated. Gather feedback from customers and employees to identify weaknesses and develop new features. Stay up to date with technology to ensure your customer portal always meets current standards.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

How a Self-Service Customer Portal Works<\/span><\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17967″ img_size=”536×300″ alignment=”center”][vc_column_text]<\/p>\n

\n
\n
\n
\n
\n
\n

A classic customer portal must allow the customer to manage themselves. Which functions are most important depends on who your customers are and which services you offer. If you operate a shop, for example, you need to give customers the ability to place orders. In addition, customers should be able to pay invoices, update payment information and personal data, and track their orders. If you offer services, then customers should be able to modify, cancel, and extend contracts. It should also be possible to enter into additional contracts, and customers should be able to add or remove additional options.<\/p>\n

Employees at the company should also have additional features such as the ability to create new customers or deactivate existing ones. They need to be able to restrict or block services, check payments, maintain data, and find the required functions for these tasks. All in all, the customer portal is a complex system with intricate user permissions and many technical details and APIs that need to work together securely and reliably to carry out their tasks.<\/p>\n<\/div>\n

 <\/p>\n<\/div>\n

 <\/p>\n<\/div>\n

 <\/p>\n<\/div>\n

 <\/p>\n<\/div>\n

 <\/p>\n<\/div>\n

[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

The Advantages of Customer Portals<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17966″ img_size=”536×300″ alignment=”center”][vc_column_text]A successful, results-oriented customer portal allows customers to manage themselves, making changes quickly and conveniently online. By providing your company with a secure and reliable customer portal, you reduce workload for yourself and your support team. Since customers can handle many simple requests and changes on their own, for instance, there are no calls to add a new service or inquire about an order\u2019s status. You also give your team a way to centrally manage all customers, leave comments, and block fraudsters or non-paying customers. Overall, this drastically reduces the administrative effort required to manage customers.<\/span>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Conclusion and Summary<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_single_image image=”17965″ img_size=”536×300″ alignment=”center”][vc_message icon_fontawesome=””]There are many aspects to consider when creating a customer platform in order to build a successful portal. From setting clear goals and requirements to ensuring user-friendliness and continuously improving and updating the portal, these 10 tips provide a solid foundation<\/a> for creating an effective customer portal. By taking these tips into account, you can create a positive experience for your customers and build long-term relationships.<\/span>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

Create Your Own B2B Portal With Shopboostr<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″][vc_message message_box_color=”orange” icon_fontawesome=””]At Shopboostr, we specialize in developing professional online platforms<\/a> of all types and niches, and we have already successfully implemented over 100 online platforms. Examples include Fyndery, F\u00fcrenand, Huugo, and many more.<\/span>
\n<\/span>
\n<\/span>We would be happy to offer you a free consultation in which we develop an individual strategy for your project<\/span> -> Schedule a free consultation.<\/b><\/a>[\/vc_message]

<\/a><\/div>[\/vc_column][\/vc_row][vc_row el_class=”blog-round-corners”][vc_column][vc_column_text]<\/p>\n

More Articles<\/strong><\/h2>\n

[\/vc_column_text][vc_separator color=”juicy_pink” border_width=”5″ el_width=”10″]

<\/a><\/div>
Software Vergleichsportal: Top 10 zum Software-Ver...<\/div><\/a><\/div><\/div><\/div>
<\/a><\/div>
Kundenportal erstellen: 10 Tipps zur Entwicklung...<\/div><\/a><\/div><\/div><\/div>
<\/a><\/div>
Community Portal erstellen: 10 Tipps zur Erstellun...<\/div><\/a><\/div><\/div><\/div><\/div>[vc_column_text el_class=”block-round-corners”]
\t
\t\t

Bewerten Sie unseren Artikel<\/h4>
\t