About the client
The client has a sizeable customer database across pre-sales, customer success, and sales. Our team built a customer portal to provide a 360-degree view of the engagement.
Solution
- Built a robust and interactive portal for centralized administration.
- The created portal consists of details such as customer success manager approvals, project updates, etc.
- Details showcase customer savings by subscription to the ODS model.
- Created timesheets to analyze daily and weekly updates.
- Built a status report portal to manage documents, user manuals, etc.
- Created access to invoices that were raised by LevelShift with a click.
Benefits
- 30% increase in customer acquisition after the launch of the customer portal.
- 50% increase in customer satisfaction.
- Increase in the transparency of projects handled by team and customers and get instant updates.
- Automation increased timesheet and invoice approval management by three times.
- Improved collaboration between customer and customer success manager.