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Blog / Why should you offer your customers a self-service web portal?

Why should you offer your customers a self-service web portal?

March 27, 2019

Well, studies show that US Workers face higher risks of being replaced by robots/technology. Wonder why?

Sage Customer Portal

It’s because CSS (Customer self-service) is growing and consumers find it easier to service themselves rather than interacting with someone else. This means that consumers find it easier to access information on their own rather than calling your office!

If you’re not proposing your customers with a Sage online solution such as a Sage Customer Portal than you’re losing out on a chance to make your business more effective and modernized by providing your customers with a improved customer experience.

Your customers are probably experiencing the following:
Familiarity of working online and using the internet to make online payments. Sage Payment Solutions can be integrated with CertiPros Sage customer portal.

Relying on the internet FIRST for questions & answers rather than calling the “office” or stepping outside.

The best way to providing your customers with an ultimate experience is by offering a Sage Customer Portal that’s integrated with your Sage Software.

Allowing your customers to view valued information at any moment’s time will allow for increased productivity of your Sage Software Solution by providing data from Sage ERP system on the Sage Customer Portal.

Times are changing and customers are becoming more accustomed to the leisure and flexibility the internet provides! Below are the reasons why!

Familiarity of working online
Consumers are starting to rely less on paper invoices and mailed statements. They’re starting to realize that they don’t need a file cabinet when they can store information on the cloud. This creates the familiarity of working online. Consumers are already using the internet for effortless options of managing personal lives using the web. This habit is starting to transition into the online business world making it easier for consumers to work with your company online rather than over the phone and email.

The ability to log online to a Sage online portal where they can check Inventory Lists, Company Updates/News, Payment Activity, Open Invoices and Payment options is addicting.

You may still have a chance to get ahead of the curve by offering this addictive feature to your consumers making it more convenient for your customer to work with you rather than your competitor. Or to attract your competitors customers to work with you!

It’s just easier to check “Online” than to call your “Office”
The access of information and making payments online has caused an epidemic in the consumer industry which in turn is eliminating phone calls to the office. The Sage customer portal using Sage Payments Solutions for processing payments. Customers are more inclined to check for information and payment activity “online” rather than calling your office to wait on the phone. The convenience of quick paying invoices online at any time of the day is more flattering than waiting on the phone for a payment confirmation.

Also, downloading inventory lists and pricing information is easier than calling in the office or sending an email as well!

Your business efforts will be better off when your employees are spending less time on the phone and more time getting work done! An ERP Customer Portal  is not only cost-effective, but it is time efficient for both the customer and your businesses resources.

Sage Customer Portal – E-Link by CertiPro Solutions E-Link
E-Link is an integrated solution that uses a 2-way integrated Web API to deliver your Sage Data information to your cloud-based sage customer portal.

Any and all account information such as Inventory Levels, Payment Activity, Open Invoices, Invoice Due Dates and Order Entry can all be done online with CertiPro Solutions E-Link ERP Customer Portal Solution.

Learn more about Sage ERP Integrated Solutions to implement an ERP Customer Portal using CertiPro Solution’s E-Link.

Demo our Customer Portal Solution