For small to medium sized businesses, customer portals can be highly beneficial as they can make staying in contact with customers much easier and more straightforward. The fact is that it’s not always an easy task staying connected, especially when there are so many other tasks that need focusing on. However, a customer portal can help to make this easier for you, and can help to ensure that your customers feel properly taken care of, regardless of how busy things become.
Still not convinced that you need a client portal? Here are six signs that you should invest in one:
1. Your clients want more self-service options
Today, self-service is quickly becoming a popular option with many people across the globe, because it helps to speed up processes. So if you want to ensure that your business is able to provide your customers with a high-quality service that meets their changing needs, having a customer portal that offers a range of self-service options is highly valuable.
2. Easier access to information is required
Another reason why you should invest in a client portal is because your clients want better access to information, and portals present information logically. While your customers could phone you to ask questions, a portal can offer a quicker way to find the answers needed. Plus, they often tend to provide a much simpler and less stressful way of finding out important information.
3. Your agents are overworked
Client portals can be highly beneficial when it comes to reducing team member workload. Running a business is no easy task, especially when your team have too much to do. However, investing in a client portal can help reduce workload, as it will allow your clients to deal with certain things themselves that previously they would have required the help of an agent to do.
4. More secure storage is needed
One of the biggest concerns that people have today is a loss of personal data, but client portals can help with that. As each client portal contains a different username and password, the storage provided for personal data is more secure than holding all of your customer’s information on one system.
5. Your customers need more flexibility
Another benefit of using client portals is the flexibility that they provide. Your customers can access them 24/7, which gives them much greater flexibility and control over their accounts and ordering.
6. Easier information access
For both clients and team members, the use or portals can make finding information quicker and easier, saving time and money. This is important, because like they say ‘time is money’ and you want to be able to save it wherever you can. After all, money doesn’t grow on trees, does it?
There you have it, a guide to six signs that you should seriously consider investing in a client portal. The benefits of doing so are becoming increasingly visible - with more and more businesses choosing to take the leap and make the investment to benefit their company.