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B2B Customer Portals, Everything You Need To Know

A B2B customer portal gives your customers control of their information. B2B customer portals, everything you need to know. 

3 min read

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A B2B customer portal gives your customers control of their information. B2B customer portals, everything you need to know.

business-to-business (B2B) customer portal is a web interface that allows customers to access their accounts online. A good B2B customer portal could also have features such as real-time activity feeds, task management and collaboration tools.

B2B customer portals are popular tools companies use in many industries, including finance, healthcare, and technology. These are the most common uses of these:

  • As an online store where customers can browse products or services and place orders directly from their desktops or mobile devices – your business can reach out to new markets and expand beyond geographical boundaries. It also gives you access to data about your customers’ purchasing habits.
  • For internal collaboration purposes – sharing documents with co-workers or employees from other departments.
  • To provide clients with the information they may usually ring or email the business for – such as progress updates, outstanding balances and other account information.

A B2B customer portal gives your customers control

These can allow customers to access their accounts online, receive notifications and view and manage their information. They help both sides stay organised by putting everything in one place and ensuring everyone knows where things are at any given time.

They give your customer an enhanced experience when purchasing from you – and it’s another way for you to build relationships with your customers.

B2B customer portal solutions provide personalised dashboards

Many of these solutions provide personalised dashboards allowing users to see all their account data in one place. You can customise dashboards to suit your needs and use them to track the progress of a project or provide a snapshot of an account.

B2B customer portals allow users to upload directly into their accounts

Some of these enable users to upload documents directly into their accounts, which can significantly reduce the time it takes to submit orders or support tickets. You can use this feature to:

  • Send documents to clients or store them in your account.
  • Send yourself essential files when you’re on the go – you don’t need special software installed on your phone!

More features a B2B customer portal can have

Some of these will also have features such as real-time activity feeds, task management and collaboration tools.

You can use these features to keep your team updated with what’s happening in the portal. This can ensure visibility across departments and keep everyone updated.

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