The thing to understand here is that in case you do not still have Zoho’s customer portal then you are probably missing out on many opportunities of enhancing your business with stronger customer relationships.

 

In case you have a financial management firm that needs clients to complete paperwork online, an institution that offers its own online application, a shop that processes orders and sells products on the internet, then you must understand the process of developing, creating, and safeguarding sites.

You must also understand that the information should be safely stored. When the customers fill out any kind of form on the internet, they want the information to be safe and simple. The onus lies upon you to keep the information of your customers safe.

Development of a site that provides all of these features may seem like a time-consuming task. Owning a business does not leave you with any time to create a portal like that. In addition, it is also possible that you may already have an application that enables your customers to submit such data. But the fact is that the technology changes quickly and ensuring that your application has the ability to reflect changing business needs is important.

The custom portal of a low code development platform such as Zoho Creator ensures that your application has all the features. It helps in implementing simple design and development features that have actually made the application development services of Zoho Creator so important. With the customer portal, you can share important data with your customers while also enabling them to submit data and edit various records. All this data gets stored in one place and is restricted from any unauthorized access.

Regardless of the kind of business you are in, the customer portal offers you an opportunity to create a portal that fits the needs of your organization. On the portal, you can easily create forms that customers can fill out and save.

 

An organization that has not been able to turn to online applications for collecting and storing important data can rely on Zoho completely. The good thing is that Zoho acknowledges and understands that security concerns might be a primary issue for this thing.

Many times, customers are also hesitant to make an online change because they do not understand what will become of the data that is provided online. They also don’t know where the tax records and credit card information will end. For them, the internet may seem like an empty place, a place where all information may be lost.

This kind of fear is entirely understandable, but the fact is that in case you do not make a switch, you will be left behind competitors. The Zoho Creator customer portal makes it possible for a customer to see right where the data is being stored. The portal also uses better security measures so that the customers get restricted access to private data.

What matters is that you have a distinct ability to control the users who can access records that are stored in the portal. Based on the kind of permissions you offer, you can have control over who accesses forms and records, who can view and edit them, and which users can import data to the portal. All of these measures are put into place just so that unauthorized users can access information easily.

 

The customer portal makes data easy to collect and access for both you and your customers. Regardless of the number of customers you have, the customer portal will cover all of them.

It is of utmost importance to understand the difference between users and customers when it is about Zoho Creator’s Customer Portal. The users are the ones who are in the organization, the people who use the application for things like workflow management and form creation.

In contrast, the customers are external because they are the ones who will be taking the benefit of the customer portal for keeping records or purchases. Zoho does not even charge a fee per customer. When you get more customers, the business thrives automatically. The Zoho Creator Customer Portal can help you in managing the data as the number of customers keeps growing.

In order to set up a customer portal, take the following steps:

 

Zoho Creator is the best way to ensure that an application fits all your business needs completely. However, businesses need expert assistance while working with Zoho Creator and Zoho Creator Customer Portal. If you have that business then take comfort in the fact that you do not have to go through the process alone.

A Zoho Creator Certified developer can help you at each step in your journey of making the best use of the Zoho Creator Customer Portal. A good developer will be familiar with all the best practices needed for seamlessly integrating your software’s data into the new application.