3 Steps to Ensure That Your Client Portal Is Impeccable!

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3 Steps to Ensure That Your Client Portal Is
Impeccable!
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Client Portal is not just a medium for business
owners to converse with their clients. It is an
establishment of a new relationship. The
beginning of transactions through messages,
documents and invoices. And it can be quite
tricky to pursue a digital relationship like this
one. You might face pitfalls in terms of support
turnarounds, information sharing, and
appointment bookings.
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And thats why, you would need a client portal in
place that takes care of all the above
requirements. Talking about client portals, the
option you go for depends on the kind of
requirements you have. For example, if you are
looking for a portal that helps with WordPress
Client management, just type client portal
WordPress and you will come across several
companies that can provide you with the same.
Also, all of them will claim that theirs is the
best portal in market, leaving you utterly
confused. You will also find companies that
provide an amalgamation of CRM CMS. Well,
irrespective of the type of client portal you
zero upon, what you need to understand is, the
portal must render your customers with more
access and control over the information that you
share mutually.
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If you are planning on investing into a client
portal, this article will give you important
insights on the steps you need to take for
ensuring that the portal is flawless. So, lets
go! Stitch in Time Remember the episode from the
popular sitcom Friends? Phoebe keeps on hold for
hours together just so that she can speak with a
customer care executive and get her phone
repaired before the warranty expires. She dozes
off while doing so. Quite obviously, that
doesnt work these days. According to Zendesk,
more than half of the customers appreciate if
you value every second of their time. So,
whether you choose a WordPress client management
portal or a Joomla one, you need to ensure that
it saves time and comes with a feature that can
take care of your client queries without having
to pick converse on call or send an email.
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And in case they must speak with your support
staff, you can provide them with the facility of
scheduling appointments through your portal. It
will save a lot of their time. Ensure It Is
Integrative Unfortunately, having a client portal
alone wont suffice. You need to link it to your
customer relationship management software.
During the initial years of your business,
working merely around a portal might work. But
as and when your client base grows, you might
have a tough time managing several clients,
their queries and switching between your portal
and other platforms. If you want to keep this
inconvenience at bay, you must ensure that your
portal is integrative with CRMs and Google or
Microsoft calendars. You will be able to find
several plugins that might help you bridge this
gap.
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Lets say you choose a WordPress client portal
plugin. Now, you would be able to find different
combinations of WordPress as a CMS along with
CRMs like Sugar, Suite, and Dynamics. Make It
Personalized Ever had to deal with a client who
doesnt appreciate changes and asked for an old
feature back? Well, if you have used client
portals, a scenario like this is common.
According to a Customer Service Trends Report by
Kayako (2017), 90 of customers ask for brand
continuity across different channels. So, even if
you have a digital portal, it shouldnt serve
any less than your brick and mortar office
would. To bring this consistency across
different channels, you need to communicate
right with your portal developers and ensure
that they personalize the portal with colors,
logos, and features of your choice.
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Also, when you keep your brand impression
unswerving, the clients would think of the
interaction space as more trustworthy. They
would also keep coming back without reluctance
and would be able to resolve their queries with
ease. Lets Conclude Like we mentioned above,
it is must for a client portal to have certain
qualities if you want to provide a glitch free
customer support. And we hope that we provided
you with some useful insights. What other
qualities would you want your client portal to
have and what steps would you follow to ensure
that it has them? Feel free to share.
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