AI
Verified User in Insurance
Small-Business (50 or fewer emp.)
"User Customization & Functions"
What do you like best about PortalXpand - Salesforce Customer Portal?
The ability for end-users to customize their info. via an integrated system, which is the most efficient process for both ends. Review collected by and hosted on G2.com.
What do you dislike about PortalXpand - Salesforce Customer Portal?
Keeping up with the system updates would be the CON. Many smaller or family-owned businesses typically do not have a full-time IT employee on payroll, so assigning a designated "Customer Success Tech" to each business would be beneficial. Review collected by and hosted on G2.com.