Reasons Your Business Should Use a Client Portal

When interacting with partners or clients, business owners can “waste” a lot of time exchanging countless emails and phone calls. In most cases, these interactions involve payments, transactions, and details that relate to sales. However, you can work with the best providers to create a business client portal that allows safe and efficient collaboration between you.

The portal provides customers with access to the company information they need such as invoices, policies, delivery information and allows online payments, and orders. It also eliminates costly data entry and can be integrated with your business systems to automate information transfer in real-time.

Below are some reasons your business should use client portals:

Client Portals Improves Customer Loyalty

Making accurate, timely information available to customers and responsive to your clients’ needs makes it likely you will retain them. Online forms that are centrally located in a client’s portal such as support requests, contact us, requests for quotes, work orders, and acceptance of quotes make it easier for your customers to do business with your company than it is to work with your competitors. Instead of emailed newsletters, a shared news page on the client’s portal allows everyone to keep abreast of important information.

They Increase Customer Responsiveness

Granting direct access to information and applications to clients improves your responsiveness and the flexibility of your business. Customers can get what they need to do done outside business hours when it suits them best. Moreover, collaborative working with partners is easier as you can operate at the most convenient times. It saves time since you don’t need long face-to-face meetings with personnel. Everyone involved can log onto the client portal and complete collaborative projects.

Client Portals Offer Increased Security

Among the benefits of a client portal, is the ability to provide secure platforms to your customers. Not only is the data safe, thanks to server encryption, you can also set levels of access. It means you allow some users greater access rights than others. It is an excellent option in areas where a hierarchical setup is needed, such as employees and managers or members and administrators.

They Provide Peer to Peer Support

No matter the services you offer, some users have more experience with your products. You can provide a platform so that can they share tips, fix issues, or help eradicate doubts. You can build a community for your customers through a portal as new users get assistance from existing customers. Therefore, your agents can focus on more complicated questions and the most troublesome features. In this way, you can also gather valuable data and insights that would otherwise be difficult to collect.

They Save Money

Through a customer portal, you save time on repetitive tasks and use it to attend to other critical functions that increase your business sales. Moreover, traditional communication channels such as telephone calls, courier services, and mailing letters cost money. Printing documents also translates to costs of ink and paper.

With a client portal, you eliminate those recurring costs. Although setting up the portal needs some initial capital, especially when custom-made, it pays off in the long run since it’s a one-time expense.

Conclusion

Having a client portal is critical since customers and others find it a convenient way to communicate. It’s empowering, it’s efficient and faster than other solutions. Besides, the business benefits from invaluable information on clients’ interaction with products and engaged users.