19 Aug 10 Essential Benefits of Client Portal
As we move to an increasingly virtual world, relationships between clients and firms are becoming more and more important. With a large emphasis on internal communication, external communication is often overlooked. Having a client portal increases customer satisfaction by allowing efficient collaboration and communication between you and your clients.
Here are 10 ways that a secure client portal can help your firm.
According to Statista, 88% of customers expect brands to have an online self-service support portal.
With that in mind, we have compiled a list of the top 10 ways that a client portal can improve your business.
1. Collaboration
Having a client portal increases collaboration efficiency by keeping all of the information and communications with customers in one place. Instead of using multiple platforms to complete a single task, both employees and clients can complete multiple tasks inside your portal. Streamlining all of your external work will lead to better results and client relationships.
2. Accessibility
Clients often do not have the necessary tools to perform their tasks. For example, to sign and send a document electronically, clients might have to download multiple third-party applications just to do so. By having a client portal implemented, this issue can be solved for all of your clients. You can deploy all the necessary features used throughout your services directly to your clients’ hands, which helps you reduce wasted time and increase efficiency.
3. Connected Devices
An additional benefit of having a client portal is the ability for your clients to be able to reach all information and communications from any device. This means that as long as they have connectivity to the internet, they can access their information and working progress from any device.
4. Better Communication
Communication is key when dealing with your clients. Having a client portal increases productivity by setting up communications on one platform. If your clients are experiencing communication barriers every time they need to get in touch, it will be very tough to be productive. Thankfully, when communicating within a client portal, this will no longer be an issue.
5. Build Customer Loyalty
Reducing your response time to your customers always brings a positive outcome on the Service Provider-Client relationship. Every company wants to build customer loyalty, and one of the best ways to do that is by providing excellent services for all of your clients’ needs. The quickest solution to building customer loyalty online is by providing all of the information and necessary tools at your clients’ fingertips. This way, clients understand that the company values their needs and is ready to fulfill them.
6. Improve Customer Services
Prioritizing positive customer service and reaching effective collaboration externally will increase your referrals and eventually bring in more clients to your firm. According to research conducted by SalesForce, 91% of customers are more likely to make a repeat purchase after a positive experience. Providing positive experiences for your clients is very important and adopting a client portal will give you the ability to do that. If your clients have a place to log in and seek answers to any of the questions they might have, it can help reduce their waiting time and the times they try to reach out directly. This process will help both your clients and your company to save time and resources.
7. Increase Productivity
A client portal is an optimal way of increasing your firm’s productivity, since it can centralize all your files and communications in one place. No longer does your staff have to waste hours looking through Text Messages, Emails, and other third-party platforms. With a secure client portal, all your information and communications is in one secure place. This greatly reduces wasted time.
8. Reduce Margin of Error
Most of the time, when clients have to use multiple point solutions in order to perform a single task, they are presented with certain challenges along the way. When information is scattered throughout different platforms, there is a high possibility some of it gets lost or misplaced. This can be a major concern when dealing with sensitive client information. When we provide our clients the ability to store all of their information and tasks in one secure place, we are reducing the chances of sensitive information being lost or stolen.
9. Cost-Effective
Streamlining all of your work with your clients and reaching effective communication and collaboration externally will help you increase productivity. By increasing productivity within your company, you are also reducing wasted hours and therefore, saving more money. In a cost analysis, apart from all of the benefits that a client portal brings to your company, lowering your cost is also one of the major benefits that client portals provide to your company.
10. Security
When communicating using client portals, one of the most important aspects to consumers is security. With 61% of customers claiming they “feel like they’ve lost control over how their personal information is used”, it is important now more than ever to be able to provide a secure place for communication and information sharing for your clients. By centralizing your communication and data-sharing under one secure client portal, it is much easier to protect your files and communications. Having data in many different places increases the potential for malicious attacks to happen when transferring files from platform to platform, as often is the case without a client portal. Ultimately, a secure client portal is one of the best ways to exchange information between clients and your business.
Conclusion
There are plenty of communication and collaboration platforms nowadays offering all kinds of solutions. However, it is important you ask the right questions when choosing an external communication tool, so you can offer a portal to your clients and staff that has all 10 benefits mentioned above – leading to increased customer satisfaction and increased growth of your organization.
If you would like to learn more about adapting the best client portal for your company, feel free to reach out for a free consultation.
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