A portal is an electronic gateway that will allow you and your client to link and work with the digital information you need. Unlike other options, this ensures that you can access your data at any time, anywhere. It is far more convenient and offers a secure space for all of your information and a workspace for sharing your files, editing, and other activities. Check out our list when you are interested in seeing what a modern client portal can do for you!
Customizable Options For Better Convenience
Your dashboard is going to be the central area of activity. As such, you should be able to display any information and vital content without issues. When you have correctly done this, your client can access and navigate the information they need. Having a customizable option ensures that the layout is specific to your company and enhances the user experience.
The Ability To Engage In Discussion Forums
When you have an online community, you will need your client portal to help your clients and engage in discussions around the work and topics that need to be covered. A forum will allow your clients to interact with you and each other to understand relevant information.
A Client Portal Lets You Resolve Support Issues
Providing your client support can be difficult. However, with a client portal, you have dedicated areas to help your clients get the support they need. That offers more productivity, and the efficiency of your company will rise as well. In addition to this, it helps show you areas of weakness that need to be improved.
The Client Portal Keeps Your Information Safe
A client portal will also have a database that keeps all of your information and customer engagement in one place. With a digital library, any information you are looking for can be found in minutes. You have the unique opportunity to cater to your customer’s needs more efficiently.
The Ability To Enhance Your Image
Branding is a vital part of business, and a client portal lets you stand out. You have your URL, you have native mobile apps, and you can add custom integrations to enterprise your customers. The best part? You can interact with clients in over a dozen languages.
Knowing What Your Company Is Up To At All Times
When you have a client portal, you will see a digital trail. That is in case you need to protect yourself from an audit. You will require approval and eSignatures for finalizing any document, and you have different processes to ensure that your work is safe.
Better Delegation And Task Management
One of the best parts of a client portal is assigning and managing tasks. That keeps progress visible to see areas of weakness due dates, and it helps you manage your time more efficiently. It will also send automatic email notifications.
Using A Client Portal For Your Benefit
Use a client portal when you want to have a more successful business. It offers tremendous help in managing your time, keeping your information safe, and gives you a better way to reach out to your clients and help them. With a portal, your productivity and success have nowhere to go but up.
Ingrid Maldine is a business writer, editor and management consultant with extensive experience writing and consulting for both start-ups and long established companies. She has ten years management and leadership experience gained at BSkyB in London and Viva Travel Guides in Quito, Ecuador, giving her a depth of insight into innovation in international business. With an MBA from the University of Hull and many years of experience running her own business consultancy, Ingrid’s background allows her to connect with a diverse range of clients, including cutting edge technology and web-based start-ups but also multinationals in need of assistance. Ingrid has played a defining role in shaping organizational strategy for a wide range of different organizations, including for-profit, NGOs and charities. Ingrid has also served on the Board of Directors for the South American Explorers Club in Quito, Ecuador.
