Customer Portal Starter Kit

Your Service Portal – Live in 8–12 Weeks

Your existing customers handle service requests, spare parts inquiries, and machine-related issues on their own 24/7—your team now only resolves the complex cases. The result: fewer call spikes, faster processing, and higher after-sales revenue.

Here's what you'll receive in about 8–12 weeks:

Less Work for the Inside Sales Team: Self-Service for Cases, Tickets, RMAs, and Spare Parts Requests.

Faster Resolution: An AI agent answers standard questions from manuals, FAQs, and service knowledge bases.

Increased Sales from Existing Inventory: Visible Machinery & Parts, Targeted Up- and Cross-Selling Offers.

Better Customer Experience: A single login, clear status updates, and a concise history for each machine.

Does this apply to your situation?

  • Our hotline is overwhelmed—how can we shift 30–50% of standard inquiries to self-service?
  • How can we effectively integrate ERP (e.g., SAP), the spare parts catalog, and Salesforce into the portal?
  • How can we use existing documents (manuals, FAQs, maintenance schedules) for an AI agent—securely and in line with our brand guidelines?
  • How can we go live in 8–12 weeks without a “Big Bang” project?

We bring structure and clarity to your installed base—and show you how to provide service more efficiently.

Our Solution: Customer Portal Starter Package with Salesforce Experience Cloud

With the Salesforce Customer Portal Starter Package, we implement a preconfigured customer and service portal on Salesforce Experience Cloud. What do we do? We implement ticketing, knowledge search, and a simple spare parts store, and integrate everything with your service and ERP processes, depending on your existing integrations.

What does the customer portal include?

A brand-ready customer portal on Salesforce Experience Cloud with an integrated AI service agent.

Features:

  • Login & Permissions,
  • Ticketing/Cases,
  • Machine view, machine file,
  • Documents,
  • Knowledge Base,
  • Spare parts and service inquiries, including
  • Orders (depending on ERP integration).

What do we do?

  • Blueprint for Processes, Roles, and KPIs (SLAs, Escalations, Authorization Logic)
  • UX/UI & Content Structure (including multilingual navigation)
  • Implementation in Salesforce (Experience Cloud, Service Cloud, Knowledge, and optionally CPQ/Commerce)
  • AI Agent (RAG): Curates your service knowledge, manual PDFs, and FAQs; provides answers on the portal and in the agent chat
  • Integrations (e.g., SAP parts availability, prices, order status)
  • Security, Consent, Branding – plus Go-Live

Your Added Value at a Glance

  • Significant reduction in the workload of inside sales staff and shorter turnaround times

  • Transparency regarding the installed base and operations per machine/customer

  • Increased after-sales revenue through curated parts and service offerings

  • Secure Scaling: on Your Existing Salesforce Platform

Who would find this offer particularly interesting?

The customer portal starter package is designed for machinery and plant manufacturers (≈ 400–5,000 employees) with a clear after-sales strategy and is particularly well-suited if Salesforce is already in use (or planned) and a heterogeneous ERP/data stack is in place.

Typically, the following benefit:

  • Head of Service Responsible for Revenue and Contracts

  • After-sales Sales Through More Efficient Processing

  • Management Focused on Strategic Growth

  • Product Management When Marketing Digital Services

How do we proceed with the project?

We generally plan using the following phases:

  • Phase 1 – Blueprint (2 weeks)
    Workshops, Scoping, Backlog, Roadmap
  • Phase 2 – MVP Build (4–6 weeks)
    , Setup of Experience Cloud, Service Cloud, Asset Management, Knowledge, and Light ERP Integration
  • Phase 3 – Pilot & Rollout (2–4 weeks)
    Pilot with selected customers, feedback loop, AI agent
  • Optional Add-ons (Starting in Month 3+)
    , Spare Parts Orders, Remote Support, Partner Portal

Schedule a no-obligation introductory call now at or request a workshop directly!

Why logicline?

Own products for faster solutions

Digital machine file, Service Decision Intelligence (SDI) and other modules are ready-made software with domain IP – no effort from zero, shorter time-to-value.

Industry depth for machinery manufacturers

Over 130 projects in service and aftermarket. Our team knows the processes before the first configuration begins.

Salesforce Platform, end-to-end

No system discontinuity, no integration project off track. Portals, spare parts stores, IoT, AI agents – all on one platform.

AI decision intelligence, product-ready

SDI combines machine data, CRM context and knowledge base into concrete recommendations for action. Not an experiment – a ready-to-use module.

Your pace, your order

The step model allows you to start where the need is greatest. Each level delivers immediate value and builds on the previous one.

Ready for the next step?

We will show you in 30 minutes what is possible for your company.