What is a customer zone?
A customer zone, otherwise known as a client portal, B2B portal or customer portal, is an environment that is designed for your clients. It can be part of a website or function as a standalone application. Customers access it by default through their login credentials.
Entering new orders
Through the Customer Zone, clients can quickly place new orders without having to re-enter their personal or company details. Copying older orders is a convenient function, as well as querying or returning goods.
Document generation
When a customer places an order via the Customer Zone, an invoice or other document can be automatically generated.
Viewing and downloading documents
Customers can have previous orders stored in their profile, including all documents. They can go back to them at any time and download them.
Access to data
Through the client portal, you can make the data of your choice available to your customers – e.g. stock status, delivery time, current price and many other data.
Reporting
The Customer Zone can generate reports with data according to your needs at regular intervals and can automatically send them to your email.
Saving time
The Customer Zone automates many processes for you, saving you significant time. Your employees don't have to spend so much energy on phone calls and emails from customers or dealing with laborious paperwork and can instead focus on more important tasks.
Reduce costs
Because the Customer Zone covers many of the day-to-day processes, your employees won't spend as much time issuing invoices and orders or answering frequent client queries. This will save you a significant amount on regular costs.
Greater customer loyalty
A client portal will distinguish you from your competitors and give your customers a very pleasant user experience. As a result, they will be happy to use your services again and purchase products on a long term basis.
Business continuity
The Customer Zone operates 24 hours a day, 7 days a week. Clients can make full use of it even when all your employees are at home or on holiday. So the business never sleeps and can generate revenue for you throughout the day.
Lower risk of errors and data loss
Thanks to the customer portal, you will no longer forget an order or lose important data. All the information is in one place, in a clear format.
How is the Customer Zone created?
1. Initial consultation
You tell us what problems you face in your business and what your future Customer Zone should solve. We will offer you options on what it could contain and what functionalities are good to incorporate. We can create a client zone for you in the form of a web, mobile or desktop application.
The first meeting is on us and lasts 1 – 2 hours
2. Solution design
We will develop a solution proposal, which will include prices for individual services, calculation of the number of hours of work, delivery time and other important data. We will present to you what the individual functions and sections of the future client zone may look like.
It will help us if we know your idea of the look and functionality of the client zone before we develop the solution design. For example, you can send us a screenshot or video from another client zone that you like. Based on your requirements and financial capabilities, we will recommend either a completely customized graphic or a design based on a pre-made template that is further customized.
Solution design takes us 2 – 3 weeks
3. Client zone programming
The programming of the client zone itself is divided into phases. During the creation process, we gather your feedback and make adjustments based on it. The design is also developed and adapted in different phases.
Implementation can take 2 – 6 months
4. Support
The client zone is a so-called live project. It requires regular maintenance in order to work 100% in the long term. Once it is completed and handed over, we take care of the service and our support is available at any time. If you want to add new features to your client zone over time, we can program them for you.
Training and launch can take 2 – 3 days
Frequently Asked Questions
Can a client zone send me notifications?
Yes, we recommend this feature to any business that uses a client zone. What do notifications look like in practice? For example, every 24 hours (or every week or month) a summary of all orders can automatically arrive in your email inbox. Such reports are a great base for management and can save a lot of time.
Does the web client area also work on mobile?
If your employees or clients will be using the web client zone in the field, we can program it to be responsive. That is, so that it can be fully accessible and used on mobile devices.
How much money will the client zone save me?
A Customer Zone can reduce costs for companies by up to 30%, mainly by simplifying many processes and saving time. As a result, you will see a return on your investment in just 2 years.
What can your future Customer Zone look like?
We'd be happy to talk to you about it. Book a free telephone consultation and find out what we can create for you.