SlideShare una empresa de Scribd logo
1 de 8
Descargar para leer sin conexión
How WordPress Client Portal Can
Help Your Business Thrive
Exponentially?
What determines the future of your business is the first interaction you
have with your client. Either it be via phone, your website, customer
portal or in person. If your first interaction with your client is a pleasant
one, you are more likely to retain them forever.
1 ​https://www.appjetty.com/
Today, with the increasing internet usage, all the businesses are striving
to be ubiquitous by harnessing client portals to better serve their
customers. When your customers sign in your portal – you give birth to a
brand-new relationship with your customers.
Why Is Client Portal A Necessity?
Traditionally, the only way to deliver customer service was through a call
or meeting in person. But nowadays, from shopping to​ ​healthcare​, all the
businesses have started using client portals to build deeper connection
points with their clients.
The great advantage that comes with a client portal is that it gives clients
the freedom to interact with you when and how they want. However,
with changing customer expectations and the fast-paced,
technology-driven world that we now live in, many businesses are
looking at new ways to interact with customers and client portals are an
excellent example of this sort of innovation.
With the help of a client portal, you can​ ​interact with your clients​, share
files, discuss, chat, plan, organize and manage tasks and events in a
private online environment.
Some Common Client Portal Use Cases:
2 ​https://www.appjetty.com/
Client portals allow a streamlined flow of data between customers and
employees. There are many ways a business can harness client portal
depending upon their industry and purpose of use. Here are some of the
most common real-world use cases of a ​WordPress client portal​.
External File Sharing:​ This is the most common use case of a client
portal. Many businesses have a hefty amount of paperwork to deal with.
All of it should be in sync and accessible to both client and employees as
and when required for everyone. With a client portal, users can upload
their files into a structured folder system, like an intranet that is limitless.
These functions eradicate the use of the outdated and complicated FTP
system.
Project Collaboration:​ If you are in a business which requires constant
feedback and comments from client to work efficiently, a client portal
can be a great tool you can harness to make the communication
hassle-free. A client portal makes it very easier for both the parties (you
and your client) to download, preview or edit the files. This makes life
significantly easier for you and your clients, especially if you aren't based
in the same place and work remotely.
Knowledge Repository:​ Customer​ ​Knowledge base is the best way to
engage your customers​ and expand your business reach. With the help
of a client portal, you can empower your customers and employees to
find information regarding any aspect of your business without wasting
their precious time traipsing around your office in search of the person
with the specific information or document.
3 ​https://www.appjetty.com/
Benefits of ​WordPress Customer Portal​:
Company Benefits:
● Optimized Total Customer Experience
● Enhanced Customer Lifetime Value
● Reduced costs on customer servicing, software, hardware, and
human interface
● Identification of potential customers through clickstream analysis
● Service oriented architecture to enable scalability and zeroed
maintenance costs
● Integrated web services for data integration across wider data
network
● Improved Return on Investment with high customer value,
satisfaction, and retention
Customer Benefits:
● Improved customer services
● Consistent, instant, and anytime support
● Rapid problem resolution
● Personalized interface and content-based information suited to
individual preferences
● Secure access with the convenient single sign-on capability
4 ​https://www.appjetty.com/
4 Things A Business Should Consider Before Making the Plunge:
A Client portal can certainly help your business thrive exponentially in
today’s rapidly disrupting marketplace. There's not a single client-centric
industry that can't benefit from client portals. With a well-managed
client portal in place, businesses not only look more tech savvy and
professional, but they also showcase a deeper investment in their
relationships with clients – and what business isn't interested in that?
However, when it comes to integrating a ​client portal​, there are some
things that businesses should take care of before making the plunge:
1. What Do You Need Customer Portal to Do?
Each company has different reasons and requirements for implementing
customer portal. For example, if you are a small accountancy firm you
will need a customer portal to securely share sensitive documentation
with individual clients. However, if you were a giant ecommerce business
– you might need a customer portal to deliver great customer service.
Hence, it is important to be clear about your goals and objectives before
you choose your customer portal.
2. Personalized UX:
5 ​https://www.appjetty.com/
In today’s mad rush, personalization is what helps any business to build a
good rapport with their end users. Imagine you are skimming through
abyss of hundreds of emails piled in your inbox. While skimming, you
simply glimpse at the opening of an email.
“Hello There, we are going to launch xyz today!”
“Hey here, check out our latest products and deals!”
“Hello Aditya, here are some things that you are passionate about!”
Which one from the above three emails you are most likely to open? If
you are like the most, you will open the one with your name in it. Hence,
it is essential for your portal to deliver personalized user experience to
your most valued customers.
3. Consistency Across the Portal:
Along with personalization, customers also expect a consistent
experience. The portal should be featuring your logo and work hand in
hand with other brand features. According to Kayako's customer service
trends report for 2017,​ ​90 percent​ of customers want a brand to have
continuity across all channels. Having said that, because a client portal is
like a digital office front, you should make sure it should deliver just as
professional and personalized experience as a brick and mortar store.
Hence if you are choosing a client portal for your business, make sure it
gives you the freedom of customizing it to deliver consistent user
experience.
4. What if I Mess Anything Up?
6 ​https://www.appjetty.com/
Mistakes are part of human routine. You can only never make any
mistake if you are a robot. As per my guess, you aren’t. So, there might
be a time when you mistakenly mess anything up. Then what? Will the
software company be there when you really need them? How friendly
are they?
“An ounce of prevention is worth a pound of cure.”
If you know that the company you are dealing with, will be there when
you need them – you won’t be worried even if you mess anything up.
How to Find an Ideal Company for Your Project?
Finding an ideal company to help you in integrating​ ​WordPress Customer
Portal​ with your CRM is indeed challenging. It is quite tricky to find an
ideal solution that works with all major CRM solutions like Salesforce,
SuiteCRM, SugarCRM & Dynamics CRM. You must make sure that the
company you are working with, is adroit, techno-smart, and
collaborative.
While we have been serving this industry since a decade now – we feel
extremely proud to have a privilege of serving the giants of the industry.
We believe in offering robust web solutions that has the potential to help
you grow your business beyond any limits.
If you are seeking for an ideal WordPress client portal, give us a call and
we will be on your marks to help you turn your idea into a blazing reality!
7 ​https://www.appjetty.com/
View Source:
https://www.appjetty.com/blog/how-wordpress-client-portal-help-business-t
hrive/
8 ​https://www.appjetty.com/

Más contenido relacionado

Más de AppJetty

Más de AppJetty (20)

AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
AppJetty_ Microblog_ Locational Intelligence_ Core Features of Geolocation-En...
 
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
AppJetty_ Microblog_ How to Sync Outlook Calendar With Dynamics 365 and Calen...
 
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
AppJetty_ Microblog_ Top 5 Alternatives to Microsoft Bookings for Dynamics 36...
 
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
AppJetty_ Microblog_ Supercharge Your Dynamics 365 CRM with Entity Calendar o...
 
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdfAppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
AppJetty_ Microblog_ MappyField 365 for Marketing and Sales Team.pdf
 
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdfAppJetty_ Microblog_ Calendar 365 for Project Management.pdf
AppJetty_ Microblog_ Calendar 365 for Project Management.pdf
 
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
AppJetty_ Microblog_ How to Create a Follow-Up Appointment in Resource Calend...
 
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
AppJetty_ Microblog_ How to Filter Activity Based on Custom Field in Entity C...
 
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdfAppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
AppJetty_ Microblog_ How to Create and Save Visit Planner in MappyField.pdf
 
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365How to Approve/Reject Pending Check-in/Check-out in MappyField 365
How to Approve/Reject Pending Check-in/Check-out in MappyField 365
 
How to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdfHow to View Activities in the Calendar View in MappyField 365.pdf
How to View Activities in the Calendar View in MappyField 365.pdf
 
How to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdfHow to Use and Configure Desktop Notifications in Calendar 365.pdf
How to Use and Configure Desktop Notifications in Calendar 365.pdf
 
Plan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdfPlan your Construction Schedule with Calendar 365.pdf
Plan your Construction Schedule with Calendar 365.pdf
 
How dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industryHow dynamics 365 map help nonprofit industry
How dynamics 365 map help nonprofit industry
 
How to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity formHow to embed html web resource in crm’s entity form
How to embed html web resource in crm’s entity form
 
How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365How to create fetch xml query from dynamics 365
How to create fetch xml query from dynamics 365
 
How to add tasks and appointments in mappy field
How to add tasks and appointments in mappy fieldHow to add tasks and appointments in mappy field
How to add tasks and appointments in mappy field
 
How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar How to get entity records in dynamics 365 crm custom calendar
How to get entity records in dynamics 365 crm custom calendar
 
E commerce delivery trends to zero in on, in 2021-converted
 E commerce delivery trends to zero in on, in 2021-converted E commerce delivery trends to zero in on, in 2021-converted
E commerce delivery trends to zero in on, in 2021-converted
 
Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...Configure tooltip, popup & title attributes to display in calendar 365 ac...
Configure tooltip, popup & title attributes to display in calendar 365 ac...
 

Último

unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
Abortion pills in Kuwait Cytotec pills in Kuwait
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
amitlee9823
 
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
lizamodels9
 
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
amitlee9823
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
lizamodels9
 
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
dollysharma2066
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usage
Matteo Carbone
 
Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...
Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...
Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...
lizamodels9
 

Último (20)

RSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors DataRSA Conference Exhibitor List 2024 - Exhibitors Data
RSA Conference Exhibitor List 2024 - Exhibitors Data
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
Call Girls Jp Nagar Just Call 👗 7737669865 👗 Top Class Call Girl Service Bang...
 
How to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League CityHow to Get Started in Social Media for Art League City
How to Get Started in Social Media for Art League City
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 
Pharma Works Profile of Karan Communications
Pharma Works Profile of Karan CommunicationsPharma Works Profile of Karan Communications
Pharma Works Profile of Karan Communications
 
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
 
Call Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service Available
Call Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service AvailableCall Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service Available
Call Girls Ludhiana Just Call 98765-12871 Top Class Call Girl Service Available
 
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
 
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
Call Girls Kengeri Satellite Town Just Call 👗 7737669865 👗 Top Class Call Gir...
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
 
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Majnu Ka Tilla, Delhi Contact Us 8377877756
 
It will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 MayIt will be International Nurses' Day on 12 May
It will be International Nurses' Day on 12 May
 
👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...
👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...
👉Chandigarh Call Girls 👉9878799926👉Just Call👉Chandigarh Call Girl In Chandiga...
 
Insurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usageInsurers' journeys to build a mastery in the IoT usage
Insurers' journeys to build a mastery in the IoT usage
 
Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...
Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...
Call Girls From Pari Chowk Greater Noida ❤️8448577510 ⊹Best Escorts Service I...
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 
Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023Mondelez State of Snacking and Future Trends 2023
Mondelez State of Snacking and Future Trends 2023
 
A DAY IN THE LIFE OF A SALESMAN / WOMAN
A DAY IN THE LIFE OF A  SALESMAN / WOMANA DAY IN THE LIFE OF A  SALESMAN / WOMAN
A DAY IN THE LIFE OF A SALESMAN / WOMAN
 

How WordPress Client Portal Can Help Your Business Thrive Exponentially?

  • 1. How WordPress Client Portal Can Help Your Business Thrive Exponentially? What determines the future of your business is the first interaction you have with your client. Either it be via phone, your website, customer portal or in person. If your first interaction with your client is a pleasant one, you are more likely to retain them forever. 1 ​https://www.appjetty.com/
  • 2. Today, with the increasing internet usage, all the businesses are striving to be ubiquitous by harnessing client portals to better serve their customers. When your customers sign in your portal – you give birth to a brand-new relationship with your customers. Why Is Client Portal A Necessity? Traditionally, the only way to deliver customer service was through a call or meeting in person. But nowadays, from shopping to​ ​healthcare​, all the businesses have started using client portals to build deeper connection points with their clients. The great advantage that comes with a client portal is that it gives clients the freedom to interact with you when and how they want. However, with changing customer expectations and the fast-paced, technology-driven world that we now live in, many businesses are looking at new ways to interact with customers and client portals are an excellent example of this sort of innovation. With the help of a client portal, you can​ ​interact with your clients​, share files, discuss, chat, plan, organize and manage tasks and events in a private online environment. Some Common Client Portal Use Cases: 2 ​https://www.appjetty.com/
  • 3. Client portals allow a streamlined flow of data between customers and employees. There are many ways a business can harness client portal depending upon their industry and purpose of use. Here are some of the most common real-world use cases of a ​WordPress client portal​. External File Sharing:​ This is the most common use case of a client portal. Many businesses have a hefty amount of paperwork to deal with. All of it should be in sync and accessible to both client and employees as and when required for everyone. With a client portal, users can upload their files into a structured folder system, like an intranet that is limitless. These functions eradicate the use of the outdated and complicated FTP system. Project Collaboration:​ If you are in a business which requires constant feedback and comments from client to work efficiently, a client portal can be a great tool you can harness to make the communication hassle-free. A client portal makes it very easier for both the parties (you and your client) to download, preview or edit the files. This makes life significantly easier for you and your clients, especially if you aren't based in the same place and work remotely. Knowledge Repository:​ Customer​ ​Knowledge base is the best way to engage your customers​ and expand your business reach. With the help of a client portal, you can empower your customers and employees to find information regarding any aspect of your business without wasting their precious time traipsing around your office in search of the person with the specific information or document. 3 ​https://www.appjetty.com/
  • 4. Benefits of ​WordPress Customer Portal​: Company Benefits: ● Optimized Total Customer Experience ● Enhanced Customer Lifetime Value ● Reduced costs on customer servicing, software, hardware, and human interface ● Identification of potential customers through clickstream analysis ● Service oriented architecture to enable scalability and zeroed maintenance costs ● Integrated web services for data integration across wider data network ● Improved Return on Investment with high customer value, satisfaction, and retention Customer Benefits: ● Improved customer services ● Consistent, instant, and anytime support ● Rapid problem resolution ● Personalized interface and content-based information suited to individual preferences ● Secure access with the convenient single sign-on capability 4 ​https://www.appjetty.com/
  • 5. 4 Things A Business Should Consider Before Making the Plunge: A Client portal can certainly help your business thrive exponentially in today’s rapidly disrupting marketplace. There's not a single client-centric industry that can't benefit from client portals. With a well-managed client portal in place, businesses not only look more tech savvy and professional, but they also showcase a deeper investment in their relationships with clients – and what business isn't interested in that? However, when it comes to integrating a ​client portal​, there are some things that businesses should take care of before making the plunge: 1. What Do You Need Customer Portal to Do? Each company has different reasons and requirements for implementing customer portal. For example, if you are a small accountancy firm you will need a customer portal to securely share sensitive documentation with individual clients. However, if you were a giant ecommerce business – you might need a customer portal to deliver great customer service. Hence, it is important to be clear about your goals and objectives before you choose your customer portal. 2. Personalized UX: 5 ​https://www.appjetty.com/
  • 6. In today’s mad rush, personalization is what helps any business to build a good rapport with their end users. Imagine you are skimming through abyss of hundreds of emails piled in your inbox. While skimming, you simply glimpse at the opening of an email. “Hello There, we are going to launch xyz today!” “Hey here, check out our latest products and deals!” “Hello Aditya, here are some things that you are passionate about!” Which one from the above three emails you are most likely to open? If you are like the most, you will open the one with your name in it. Hence, it is essential for your portal to deliver personalized user experience to your most valued customers. 3. Consistency Across the Portal: Along with personalization, customers also expect a consistent experience. The portal should be featuring your logo and work hand in hand with other brand features. According to Kayako's customer service trends report for 2017,​ ​90 percent​ of customers want a brand to have continuity across all channels. Having said that, because a client portal is like a digital office front, you should make sure it should deliver just as professional and personalized experience as a brick and mortar store. Hence if you are choosing a client portal for your business, make sure it gives you the freedom of customizing it to deliver consistent user experience. 4. What if I Mess Anything Up? 6 ​https://www.appjetty.com/
  • 7. Mistakes are part of human routine. You can only never make any mistake if you are a robot. As per my guess, you aren’t. So, there might be a time when you mistakenly mess anything up. Then what? Will the software company be there when you really need them? How friendly are they? “An ounce of prevention is worth a pound of cure.” If you know that the company you are dealing with, will be there when you need them – you won’t be worried even if you mess anything up. How to Find an Ideal Company for Your Project? Finding an ideal company to help you in integrating​ ​WordPress Customer Portal​ with your CRM is indeed challenging. It is quite tricky to find an ideal solution that works with all major CRM solutions like Salesforce, SuiteCRM, SugarCRM & Dynamics CRM. You must make sure that the company you are working with, is adroit, techno-smart, and collaborative. While we have been serving this industry since a decade now – we feel extremely proud to have a privilege of serving the giants of the industry. We believe in offering robust web solutions that has the potential to help you grow your business beyond any limits. If you are seeking for an ideal WordPress client portal, give us a call and we will be on your marks to help you turn your idea into a blazing reality! 7 ​https://www.appjetty.com/