Ease of creation Tracking what the client looks at / searches for Ability to upload custom content
May 31, 2024
The tricky thing with a portal (of any kind) is that it's an extra step in the sales process. Some clients just won't do it. Omedym also requires them to create an account and then log in, even though it is integrated with SalesForce. Again, many clients simply give up here. More a dislike on my organization's end, but there's not enough content of what client's want to see and we don't have the resources to create and upload them.
May 6, 2024