Magentrix - Customer Portals for Salesforce

Increase engagement, deliver better customer service, reduce costs and increase revenue

Get started with your own portal:

Fully brand-able and configurable to meet customer portal needs. Build a web portal for customers to access or update information stored in Salesforce. Approve documents, collaborate on cases or use our online training and certification.

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Disrupt and digitally transform

Leapfrog your competition by extending Salesforce to your customers. Take existing manual processes handled by customer service or support (phone/email) and automate them with an elegant 24/7 self-serve customer portal.

Improve customer satisfaction

Delight your customers while simultaneously reducing emails and phone calls with a complete self-service portal solution. Give customers the autonomy to help themselves, get support, access resources, and create a portal where they can help each other while you have visibility into all the interactions.

Reduce costs, drive revenue

Self-service Portals help to reduce costs in many ways such as providing searchable solutions to issues and reducing case volume. Magentrix Customer Portals connect your team with customers when they need it. Improve customer satisfaction, increase productivity, reduce churn and grow revenue from existing customers.

Redefine customer service

Ideation

Customers are a great source of information, especially when they collaborate to come up with ideas and feedback. Ideas is easy to configure so you can keep track of what matters to your customers as they share, review and vote.

Cases and help desk

Provide better support at a faster speed through help desk features and tools. Integrate with the knowledge base to provide self-service on many issues. For complex issues, customers can submit Help Tickets and open cases that your support staff can quickly access, update, and resolve.

Information on demand

Communication and information are vital to customer success. Magentrix gives you flexible content management tools for creating and publishing a wide variety of content to engage customers, communicate important announcements and provide searchable resources such as knowledge bases.

Educate when you want

Quick access to resources

Provide your customers with better service and support by storing all documentation, files and video in one secure, mobile-friendly location. Manage sharing options and document versioning to insure your customers find what they need, when they need it.

Manage content

Communication and information are vital to customer success. Magentrix gives you flexible content management tools for creating and publishing a wide variety of content to engage customers and communicate important announcements, information and articles.

Training & certification

Accelerate product training with a fully integrated eLearning environment that provides onboarding courses, lessons, quizzes and certifications. Flexible testing for skills assessment and automatically certify to validate. Complete with user management and reporting to track progress.

Data-driven customer transformation

Customer success teams proactively drive customer transformation initiatives when the data and insights are available whenever it's needed. Gain visibility into your most important customer challenges with the Reports and Dashboard Builder features.

Overview