Order or allocation details
Products, quantities and amounts provide the details the customer needs to review.
Portals
Give customers a space to view information and follow their requests
A customer space connected to your business
Customers have a space for the information and actions you make available to them. They can review orders or requests, find shared documents and complete the next steps without asking your team for every update.
Give each customer relevant information and actions
You decide what customers can see and do. These examples show a wine estate presenting customer allocations, response deadlines and collection arrangements.
Customer information
Show the customer their relevant account details, references and current relationship with your business.
Response windows
An offer’s acceptance deadline makes its response window visible to the customer.
Customer messages
Keep requests and correspondence connected to the customer’s current order or allocation.
Customer actions
Let customers complete the next step, such as arranging collection of an order.
Connect the customer view to your operations
Customer choices and progress use the same information as your operations team. Order details, deadlines and recorded handovers keep the customer view connected to preparation and collection.
Customer progress
Show the current stage and next steps from selection through confirmation and collection.
Collection deadlines
Keep the agreed collection date and remaining time visible to the customer.
Follow-up reminders
Schedule reminders for customers who still need to respond or complete an action.
Recorded handovers
Keep collection or delivery details connected to the customer and the original order.
See what your customers could do in their portal
Choose a customer journey and explore the information and actions you want to share.
How teams use it
Examples of how this can fit into daily work.
Questions and answers
The information you choose to share, such as orders, requests, documents or account details. Set access rules so each customer receives the appropriate view.
See what your customers could do in their portal
Choose a customer journey and explore the information and actions you want to share.
