Mobile-First Web Portals for Improved Customer Experiences

Mobile-First Web Portals for Improved Customer Experiences

Mobile-first web portals are also known as online platforms, and they are designed to display web projects on mobile devices like:

• Smartphones
• Tablets
• E-readers
• Smartwatches
• Laptops

Handheld Gaming Consoles

As you can imagine, web portal development for mobile-first portals focuses on enhancing user experiences, specifically on the devices listed above.

Developers in this field would spend most of their time figuring out interface designs and functionality. They are also responsible for displaying media content that supports devices with smaller screens and touch interactions.

Join us in the article below to get examples of mobile-first Salesforce portals. We also discuss the features of a market-leading alternative, so make sure to read until the end.

Salesforce Web Portal Examples

Salesforce is the world’s leading customer relationship management (CRM) platform. As a result, they provide solutions to create mobile-first web portals. Let’s look at two examples of Salesforce portals that allow projects to be responsive across mobile devices.

1. Salesforce Customer Portal

Our first example is a Salesforce client portal. Salesforce provides tools for creating mobile-first portals so that businesses can improve processes, such as customer support.

If we take support as an example, a business can use a customer self-service portal to give clients access to:

• Resources like troubleshooting articles and how-to guides.
• A location to track all queries and cases with support agents.
• A chat system to interact directly with agents from their mobile devices.

All of these capabilities allow customers to independently and quickly resolve issues. Let’s take a look at some of the customer self-service portal features Salesforce provides:

• Tools to create apps that have responsive layouts. These layouts let customers view your apps on mobile devices.
• A system for managing cases so customers can log tickets from their mobile devices. For example, customers can submit issues and attach screenshots of their problems. Customers can also track where their case is in the support queue.
• A mobile-friendly knowledge base for uploading videos, frequently asked questions, and how-to guides. These types of content help customers find information to solve issues quickly.

2. Salesforce Partner Portal

Our second example is a partner portal. Salesforce can let you build a mobile-first portal specifically for business partners.

With a mobile-first portal, partners can access information directly from their devices. Some of the activities that a partner can accomplish with a Salesforce portal include:

• Visit the portal from a mobile device to view business resources, like sales performance metrics.
• Collaborate with business partners throughout a sales pipeline.
• Manage deals and events directly on the partner portal.

Salesforce provides tools to collaborate on partner portals. For example, partners can manage leads and drive sales better when working on joint projects.

Let’s take a closer look at some features from Salesforce for building mobile-first partner portals:

• You can customize the portal’s user interface to be mobile-friendly. This means your portal can adjust its structure and layout to various device screens.
• Business partners can use mobile devices to view lead and opportunity data. Now, they can access lead qualification data on the go and track opportunities faster. These points help sales agents with forecasting strategies.
• You can add Chatter to your partner portal so people can collaborate on joint projects. The Chatter feature from Salesforce lets partners communicate about deals and share files with each other.

Build Dynamic Portals with Titan Web

You might need an alternative software solution to Salesforce for many reasons. One of the drawbacks is that it is an expensive platform. Businesses that have custom requirements for many users can find Salesforce licensing costs pricey.

If you can relate to this scenario and are looking for another dynamic website builder for Salesforce, we can recommend Titan Web.

With this platform, you can elevate customer and partner portals with Salesforce. However, Titan Web is not just a portal builder. It can be used to create websites, complex forms, or surveys.

Let’s dive deeper and take a look at the features of Titan Web.

1. Personalized Resources for Portals in Salesforce

With Titan Web, you can customize your portal’s content. This customization includes services and features in your portal. This is a useful feature if you want to cater to the needs of your customers or partners.

Since Titan Web integrates directly with a portal and Salesforce, you can push and pull data between the two in real-time. This feature allows you to display custom content like articles, images, and videos pulled from Salesforce on your portal.

2. Enhanced User Experience with Mobile-First Approach 

In Titan Web, you can choose to design a portal for mobile devices first to boost Salesforce digital experiences.

This is necessary when you need web apps to work on the smallest of screen sizes. However, you also get the chance to design portals for bigger screen sizes like tablets or laptops.

This feature is extremely useful today, where mobile devices are in the lead for online interaction.

3. Experience Cloud: Native Integration

Titan Web, as well as all the other Titan products, integrate directly into Salesforce Experience Cloud.

It is also patented in the USA and provides solutions for many business use cases across various industries. For example, Titan Web supports the following industries and their respective Salesforce Clouds to create the most interactive portals:

• Healthcare
• Financial Services
• Education
• Commerce
• Marketing

4. Drag-and-Drop Functionality

With Titan, you can build custom portals with a drag-and-drop builder. This means that designers can create web projects quickly and intuitively.

The pre-built elements are ready to be dragged and used in projects without the use of code or complex configurations.

Some of the Titan Web features you can add to portals with zero code include:

• Customizing the design, structure, and Salesforce data in your portal.
• You can add two-factor authentication methods to portals to verify users.
• You can create public and private portal pages.
• You can upload files to Salesforce from your portal.
• You can add attachments to Salesforce from your portal.
• Titan Web supports related lists.

Titan for Web and Mobile Projects

Even though we covered a few features from Titan Web, the platform has many more.

Make sure to check out the official website for a complete breakdown of what the platform can offer your business. We think it is a solid alternative for building customer and partner portals for mobile devices.

Building Mobile-First Portals with Salesforce or Titan Web

Thanks for reading our article on mobile-first portals. They are essential in this day and age to elevate customer experiences.

You can build customer or partner portals immediately if you want to stick in the Salesforce ecosystem. However, it’s important to know that other options are available for your custom Salesforce solutions.

We recommend Titan Web. It’s a no-code market-leading platform that integrates with Salesforce to enhance all digital experiences.