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Offer your customers one central place that is always accessible and fully automates new requests and follow-up: your own customer portal.
A customer portal is an online environment in which customers can log in securely, fill in forms, update data and view documents, without the need for employee intervention.
A Diamond customer portal has smart forms in which, via links, fields are automatically filled in, data is immediately validated and securely forwarded to your back office system.
A customer portal saves your employees valuable time and offers your customers complete self-service. All this in an online environment that fully matches your corporate identity in terms of design.
A customer portal with forms not only works as a digital business card, but also as the next step in your digitalisation process.
We understand that choosing a customer portal is not something you can do overnight.
With our free demo, you can experience Diamond's portal yourself.
Prefer direct contact? Call +31 85 042 00 71 or send a WhatsApp
Allow your relations to log in to their own form portal to view all forms (to be filled in) and to view all forms already completed.
Allowing them to authenticate with for example SAML or Azure AD. Furthermore the Diamond team can help you to extend the portal with your own specific branding and functionality.
The possibilities to connect to external sources when retrieving or writing back data are endless. Store data entered by the form user in your own systems and pre-load form fields and show calculations by connecting to internal and external databases, Excel sheets and APIs.
You can specify in detail when data actions should be performed, making you fully in control.
Set up actions to send emails and write data to the right systems. Repetitive processes such as manually formatting files and sending confirmations are fully automated with Diamond.
Make sure the right people have the appropriate rights. You can set exactly if an employee, department or team can create forms, view and export the results. It is possible to set which departments can manage which forms.
With the document generator, you can create all the templates you need for professional communication with your relations. The possibilities are endless. Use your own Word documents as a style template or download and personalize the available basic template. Define the references to questions and entered values to merge entered data into Word and PDF documents that are sent to your relation immediately after completing a form. In addition to the standard options, Diamond offers advanced functionality such as conditional tables. Or you can even add the generated documents as a parameter to a web service.
With the integrated contact management tool, you can add contacts and send them invitations for personal forms in their preferred language. In addition, after completing a form, a new contact can be created in addition to the response. You can then approach this new relationship with personal invitations, in his preferred language, with pre-entered data.
With the Diamond Dataconnector, connecting your customer portal to existing systems is a breeze. Read and write to databases, web services, APIs and even Excel files.
Available data is automatically preloaded into forms, while new entries appear in real time in your CRM or ERP.
This saves employees from manual retyping and minimizes errors.
Analysis: We start with an intake in which we map out your objectives, processes and desired integrations. This way we ensure that the customer portal does exactly what is needed.
Design: Based on the analysis, we design the structure and workflows of the customer portal. We take into account user roles, data flows, security and corporate identity.
Implementation: We build the customer portal, including links to your back office and other systems. You follow the progress and test where necessary.
In production: After a thorough acceptance test, we put the customer portal live. You will receive instructions, training if necessary and access to management tools.
"The extensive possibilities of Diamond are great, the smart forms with pre-filled data save us and our customers a lot of time and effort.
Lars van der Made
Hoofd Bedrijfsbureau @ Nassau Door
"Very satisfied with the flexible forms system, you can create any desired form yourself without any IT knowledge and publish it, it works!"
Auke ten Brink
Coördinator Digitale Communicatie @ GGD
GGD Haaglanden uses Diamond Forms, Flows & Docs to create flexible forms. These forms are used both for personally inviting medical professionals to relevant meetings and for the registration of attendees. Using Diamond Forms, they publish these forms on their website without IT support. That works!
Polaris Assuradeuren uses digital forms by Diamond Forms, Flows & Docs to organize the settlement process with its clients as optimally as possible. The extensive options for personal invitations, pre-filled forms and automatic reminders made Polaris choose for Diamond.
Holland Herstel Groep (HHG) uses Diamond Forms, Flows & Docs via a mobile app on location. By means of identifying barcodes, data is registered with the correct object. The barcodes can be scanned directly into the form with the camera of a phone or tablet. Without lengthy searching or typing long ID codes.
Compliance with internal security requirements is of crucial importance to Allianz. The secure storage and exchange of data was the deciding factor to choose Diamond Forms, Flows & Docs for their online forms.
Switching to new forms software is not something you do overnight.
That's why we offer the opportunity to experience our all-in-one forms solution first.
Curious about what we can do for you? Request your personal demo of 30 to 60 minutes.
We will contact you within 1 working day to schedule the demo.