Using Custom Queries to Enhance Your Brand’s Presence
At ElevateERP, we know that one size does not fit all. No two brands are the same which means your customer portal shouldn’t be either! That’s why we included the “Custom Queries” feature within the ElevateERP dashboard; so you can create an experience for your customers that reflects who YOU are as a business.
Tailor your portal to focus on the information that matters most to your customer demographic, so they have easy access to exactly what they need, when they need it.
Custom is King
Well, if you ask us, the jury is out on whether or not customization or convenience sits on the marketing throne. But we do know that a cohesive brand experience is absolutely vital to curating the perfect customer journey.
Custom queries allow you to decide what data to surface and how to describe it. This makes the portal feel like it was designed just for your users (because it kind of was).
After filling out a few simple fields, you can create useful data sets that appear instantly inside your branded portal. And once saved, your customers can access and download them at any time without having to contact your team.
For example, upload custom price lists or inventory options that customers can reference 24/7, saving valuable man hours for your team and protecting your customers from the frustration that comes with waiting on representative availability.
Here’s Why Custom Queries are a Big Deal
Most ERPs are loaded with data, but that data often stays locked behind clunky interfaces and internal workflows. ElevateERP bridges the gap between your company and your customers by making selected information customer-facing and self-service. That means:
- Your team spends less time spent fielding simple requests(56% of customer service agents report experiencing burnout)
- More transparency and a better user experience for your customers(61% of customers would prefer to use self-service).
- A branded, custom portal that reflects your company’s presence and voice
Not to mention, 88% of customer service professionals say that customer expectations are higher than they used to be, and 78% of representatives say customers seem more rushed than in the past (Salesforce).
With growing demands, increased competition, and more pressure to deliver, are you implementing new strategies to meet evolving standards?
The ElevateERP Solution
ElevateERP offers you a solution that doesn’t require a massive leap in budget or months of development. In fact, you can start automating your processes and streamlining systems in a matter of minutes – for 10% of the typical cost of an employee.
Plus, in honor of small business month, we are offering any small business 4 hours of complimentary expert Epicor technical consulting if payment is received in May. And that’s on top of 25% off your first year for new ElevateERP clients!
We want to see your business thrive and we know this portal can make a difference, book a call and connect ElevateERP to your ERP today!
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