{"id":231,"date":"2022-07-19T17:37:16","date_gmt":"2022-07-19T16:37:16","guid":{"rendered":"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/?p=231"},"modified":"2023-03-07T15:58:19","modified_gmt":"2023-03-07T15:58:19","slug":"8-reasons-why-to-have-a-client-portal","status":"publish","type":"post","link":"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/8-reasons-why-to-have-a-client-portal\/","title":{"rendered":"8 reasons why to have a client portal"},"content":{"rendered":"\n<p>Using a client portal for your business has endless advantages, in our blog post today we will look at 8 key reasons to have a client portal. First lets recap on what a <strong><a href=\"https:\/\/www.bespokecloudsoftware.co.uk\/online-portals.html\">client portal<\/a><\/strong> is and how it can help overall.<\/p>\n\n\n\n<p>A client portal is a central location for customers and employees in a secure environment to look after document management such as to upload multiple files, share files, access clients data and make use of all the tools available in a client portal.<\/p>\n\n\n\n<p>Client portals improve the client experience with improved team collaboration and customer satisfaction, whilst improving task management internally to save both time and money. The best client portal software is an extension of your customer support team.<\/p>\n\n\n\n<p>From a business point of view, there is no need to worry about starting over with systems to gain the benefits of a client portal. Many business owners may already have a preferred CRM, own website or multiple systems for internal users. Customer portal software can be easily integrated, so it is a simple onboarding process for your team and adaptable to existing business processes. No need to learn multiple systems.<\/p>\n\n\n\n<p>Below are 8 specific reasons why it is worthwhile to have a client portal.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>&nbsp;1. Secure file sharing<\/strong><\/h3>\n\n\n\n<p>&nbsp;We have touched on the fantastic benefit of being able to upload files to customer portals. For any professional services dealing with sensitive data, such as banking information or even as simple as an address for a sales order. If that data was compromised it would impact your trust with your customers and damage the reputation you have built.<\/p>\n\n\n\n<p>Client portals are a secure digital gateway, they are encrypted and secure client portal software that provides virus protection and security features which allow both you and your customers to securely store and securely share files including sensitive customer data. So you can rest assured it is safe for your business to use a secure client portal without a security risk to the file sharing from your customers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"325\" src=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-secure-file-sharing.png\" alt=\"\" class=\"wp-image-234\" srcset=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-secure-file-sharing.png 700w, https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-secure-file-sharing-300x139.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Improved customer experience<\/strong><\/h3>\n\n\n\n<p>Client portals are the ideal project management tool to enable your team to deliver an improved and personalised customer experience. With accurate and real time information accessible from anywhere by simply logging into the cloud based client portal, you can quickly keep a project to planned timings and update customers, before they even might think to chase for a progress update. All without needing to take the time to check in with internal departments for further information.<\/p>\n\n\n\n<p>Another excellent area for improved customer service is when clients have multiple orders or services with you. With a client portal they can quickly check the status or manage tasks themselves. Lets use the example of a customer for an estate agent. They may be buying their own property with the sales team, their mortgage with the mortgage team and also have property that requires a rental contract and maintenance from a separate team.<\/p>\n\n\n\n<p>Rather than needing to get multiple updates from each person, they can log into the portal and quickly get an overview of everything and then look more in-depth if they wish, at a time to suit them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Reduced costs<\/strong><\/h3>\n\n\n\n<p>A client portal encourage the use of self service options within the branded portal, such as to drop files, make file requests or sign documents. All of which saves time for your team who can easily access all the information shared by their clients as soon as it is uploaded to the cloud based client portal.<\/p>\n\n\n\n<p>It removes the need for the customer service department to make calls to clients to chase for information or to give updates. Using the essential features a client portal offers gives back valuable time which rather than spend on repetitive admin tasks which can be avoided, the time can be used on other important tasks to achieve more sales.<\/p>\n\n\n\n<p>Another benefit that can be included with the collaboration features is group chat for your team or clients and also provide FAQs within your client portal to avoid the same questions being asked on a call or face to face with clients. They can locate the answer themselves. <\/p>\n\n\n\n<p>The group chat collaboration tools supports businesses who work remotely to solve a client query promptly and efficiently. Each of these benefits of a client portal saves vital time for internal departments, ultimately reducing costs for the business.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Digital experience<\/strong><\/h3>\n\n\n\n<p>With more and more businesses working from home, it has lead to clients expecting to receive a digital experience to completely satisfy their customer experience. Only offering to communicate via phone, email or face to face is no longer enough to deliver exceptional customer service to keep them as a loyal returning customer.<\/p>\n\n\n\n<p>A client portal offers a highly secure online environment for customers to easily update their own account information, view and share files themselves. They can access a branded dashboard tailored to them to show the progress of their order or any outstanding information they need to upload. You can also provide alerts to give clients relevant updates on their order or to let them know about a new product that might interest them based on past orders.<\/p>\n\n\n\n<p>Cloud based client portals offer the ability for clients to view their documents and information when it suits them, rather than you calling at perhaps an inconvenient time or emails getting stuck in their junk folders.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"325\" src=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-digital-experience.png\" alt=\"\" class=\"wp-image-232\" srcset=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-digital-experience.png 700w, https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-digital-experience-300x139.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Scalable and flexible solution<\/strong><\/h3>\n\n\n\n<p>Whilst there may be free trial options of a startup plan for an off the shelf client portal, developing a custom cloud based client portal gives you the freedom to not be limited by the number of features or options. As your business grows the client portal can easily be adapted. <\/p>\n\n\n\n<p>A bespoke client portal can scale with you, without need to buy additional features further down the road. Whether it is medium sized businesses or large sized businesses a client portal can be a benefit to companies of any size or from any industry.<\/p>\n\n\n\n<p>When it comes to document management, sharing files via email or even on SMS can have its limitations due to file size restrictions or end up in the junk folder. With client portals using cloud storage, clients can easily share files without size limitations so the quality is not lost. <\/p>\n\n\n\n<p>Another benefit is the flexibility for clients to be able to share, sign and submit documentation without the need to print and post \u2013 saving both time for the client and your team, and improving project management turnaround time to further improve customer satisfaction.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. Personalised communications<\/strong><\/h3>\n\n\n\n<p>The management software within the client portal allows your sales and marketing team to use relevant analytics to tailor marketing campaigns and message updates for certain customer groups. Giving them the ability to create stronger personalisation with your marketing. In turn this will likely deliver a higher return on your marketing spend, with clients feeling you are reaching out to them personally rather than receiving what feels like a generic communication.<\/p>\n\n\n\n<p>The business tools allow for internal teams from wherever they are working to quickly see in real time the latest status for your clients. Therefore when speaking with a customer, they have the knowledge on their project or order giving them the ability to give an improved personal service. When clients feel they are your number 1 priority, they can become your most loyal customer base. &nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Customer feedback<\/strong><\/h3>\n\n\n\n<p>Another benefit to a client portal is the ability to request feedback from customers. Not only will this give you vital feedback to constantly help improve your service levels and the business. It also means the feedback is being received privately, this can make clients feel valued that you asked for their feedback. Along with negating them leaving any negative feedback on a public platform, which could damage credibility and trustworthiness with potential customers.<\/p>\n\n\n\n<p>Within the client portals you can assign tasks to internal teams or colleagues, so the clients receive a quick and helpful solution which could actually improve their customer loyalty and likelihood of repeat business. Whereas if they made a call instead to make a complaint, they may have had a long lead time for an answer or perhaps a customer rep didn\u2019t return their call when they said they would, which would damage their view of the company and loyalty.&nbsp;<\/p>\n\n\n\n<p>A client portal utilises any negative feedback to improve the business processes whilst providing a better outcome for your clients.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"350\" src=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-customer-feedback.png\" alt=\"\" class=\"wp-image-233\" srcset=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-customer-feedback.png 700w, https:\/\/www.bespokecloudsoftware.co.uk\/blog\/wp-content\/uploads\/2022\/07\/8-reasons-why-to-have-a-client-portal-customer-feedback-300x150.png 300w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. Management knowledge<\/strong><\/h3>\n\n\n\n<p>A client portal provides for the management team full audit trails in a central location which allows them to easily analysis data either as an overview or at a more intricate level. Client portal software gives vital knowledge to understand how each member of the team is performing. For example how promptly customers are being responded to and the quality of the customer service and answers given to clients.<\/p>\n\n\n\n<p>The management software allows for comparing the customer service levels to identify areas for improvement either for an entire department or individually. The aim for any business is to deliver consistent and excellent customer service. A client portal achieves that goal.<\/p>\n\n\n\n<p>Client portal software provides a learning curve for all areas of the business for managers or business owners. For example you could identify which marketing campaigns performed best for a particular customer group. That group of customers could deserve from the findings to be treated as your local customer base targeted with personalised special offers to drive them to your existing website to increase their overall customer value.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Want to know more?<\/h3>\n\n\n\n<p>There are many more reasons why a client portal could benefit your business and we hope our blog post helped to give further insight to some of the essential reasons why to using a client portal. With benefits to both your clients and internal departments, client portals will always help your business both today and as your business grows.<\/p>\n\n\n\n<p>If you would like to know more, we would love to discuss with you in more detail about how a bespoke client portal could help your business. <strong><a href=\"https:\/\/www.bespokecloudsoftware.co.uk\/contact-us.html\">Get in touch<\/a><\/strong> today to speak with one of the team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Using a client portal for your business has endless advantages, in our blog post today we will look at 8 key reasons to have a client portal. First lets recap on what a client portal is and how it can help overall. A client portal is a central location for customers and employees in a [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/www.bespokecloudsoftware.co.uk\/blog\/8-reasons-why-to-have-a-client-portal\/\">Read More&#8230;<span class=\"screen-reader-text\"> from 8 reasons why to have a client portal<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":235,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[18,20,19,21,22],"class_list":["post-231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorised","tag-client-portal","tag-client-portal-software","tag-customer-portal","tag-customer-portal-software","tag-online-portal"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>8 reasons why to have a client portal - Bespoke Cloud Software<\/title>\n<meta name=\"description\" content=\"A client portal has endless benefits for your business. 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