With a Salesforce customer portal (Experience Cloud), you bring service and sales together in one environment. You give customers a digital storefront where they can not only get their questions answered, but also place new orders and configure complex products on the spot. Your inside team carries a lighter load. Your customer gets full autonomy.
More service, fewer calls: Salesforce customer portal
Your business customers expect the same convenience they get in their personal lives: instant access, 24/7 ordering, and the ability to manage things themselves. If they have to pick up the phone for a repeat order, an invoice, or a status update, that feels like a delay.
The bridge between your ERP, CRM, and your customer
We build portals for organisations where the product is complex and the customer relationship is intensive (including Technetix, MYLAPS, and Vredo). Standard webshops don’t cut it here.
Our strength is combining Salesforce Experience Cloud with smart back-end integrations. We bring together ERP data (invoices, real-time inventory) and CRM data (open tickets, contracts) in one place. Customers see a single unified view, regardless of which system the data comes from.
More than a webshop: the complete customer journey
We configure the portal as the central hub for all your customer contact, from the first purchase to years of ongoing service.
Self-service and transparency
Put customers in control. They log in and see their personal dashboard straight away.
- Order and invoice history: Through our ERP integrations, customers see the real-time status of open orders and download their own invoices.
- Documentation: Manuals, certificates, and product-specific documents are available on demand.
- Knowledge base: A searchable database of FAQs and technical articles keeps unnecessary calls away from your service team.
Smart B2B e-commerce
For customers who order regularly, we build a professional ordering environment designed around B2B complexity.
Customer-specific pricing
Customers see their own agreed prices and discount conditions straight away, not the gross catalogue price.
Multiple sales environments
Serve different brands, regions, or customer segments from a single environment, each with its own look and feel.
Shared decision-making
Error-free configurations (Configure Price Quote)
Service and aftersales
Deal closed? That’s when the service begins.
- Service requests: Customers submit tickets for questions or issues themselves. These land directly in your Service Cloud.
- Field Service updates: Is a technician coming by for maintenance? Customers see exactly when the appointment is scheduled and what the current status is, right in the portal.
Ready to take your customer experience further?
Give your customers the service they expect and grow your revenue at the same time. Let’s explore how a customer portal can strengthen your organisation.
Frequently Asked Questions
What is the difference between a customer portal and a webshop?
A standard webshop is purely focused on online product sales. A customer portal goes much further: it brings sales and comprehensive service together in one environment. By connecting CRM data (open tickets, maintenance contracts) with ERP data (invoices, real-time inventory), you give customers full self-service capability and a single, complete view of everything.
What is the difference between a customer portal and a dealer portal?
Both run on the same technology, but the purpose differs. A customer portal is designed for the end user: they log in for self-service, to review their order history, submit service tickets, and order parts. A dealer portal is built specifically for your sales partners. Within it, dealers get access to configuring complex quotes (CPQ) for their own end customers, visibility into dealer margins, and shared marketing materials to help them sell your products more effectively.
Does a Salesforce customer portal run on Experience Cloud?
Yes. We build our portals on Salesforce Experience Cloud. This gives us a secure digital storefront that integrates with your Service Cloud, Sales Cloud, and back-end connections to your ERP.
Can customers configure quotes themselves via CPQ?
Absolutely. With the built-in product configurator (Salesforce CPQ), customers can put together complex products with thousands of options themselves. The system enforces the logic throughout: if a customer selects ‘engine A’, the available follow-on options adjust automatically. Your inside team no longer has to piece things together, and you only receive valid, 100% manufacturable orders.
How does ERP data become visible to customers in real time?
We build integrations between your portal and your ERP. When a customer logs into their personal dashboard, all data comes together in one place. Customers see live inventory, track the status of open orders in real time, and download their own invoices whenever they need them, 24/7.
Is a customer portal set up with security and role-based access?
Absolutely. This is essential for B2B organisations, where multiple people are often involved in the purchasing process. We configure the portal so that multiple buyers within a company can safely prepare an order, after which the authorised manager gives final approval in the same environment. Everyone sees and does exactly what their role allows.
Can you support multiple customer groups or pricing structures?
Yes, the portal handles B2B complexity with ease. After logging in, customers immediately see their own agreed prices and discount conditions rather than standard list prices. You can also serve different brands, regions, or customer groups from a single back end, with each segment getting its own distinct look and feel.