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Did you know...

90 %

of customers expect companies to offer an online self-service portal.

Why focus on customer and channel portals now?

Meeting modern digital expectations is essential. Disconnected experiences frustrate users and create missed opportunities for efficiency and growth. This guide shows how strategic portals provide value for both your business and your customers.

Stop letting outdated digital touchpoints limit your potential

Inside this guide, you will discover:

  • The differences between Customer Portals and Channel Portals and when to use each.
  • How to integrate portals effectively with your existing CRM, ERP, and PIM systems.
  • Proven methods to design self-service features that improve user satisfaction and reduce support load.
  • Strategies for using portals to increase B2B sales, enable partners, and generate leads.
  • Key technical considerations: security, mobile access, usability, and performance.

Who should read this whitepaper?

Ideal for B2B marketing managers, sales leaders, IT directors, customer service managers, and business strategists seeking to improve digital customer and partner engagement.

This guide draws on JustRelate's experience helping over 650 companies build effective digital interaction platforms.

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Interested in seeing how JustRelate builds powerful portal solutions?