You should also determine what to do with older data that your clients may no longer need access to. Create a map of the data you want includedīuild a blueprint of the information you want to include in your client portal, as well as a basic layout for how that information will be found. However, there are still some standard ways to use your client portal to maximize its benefits, no matter your business or industry. There is no one-size-fits all when it comes to building a client portal for your clients, so it’s up to you to determine how you want your clients to use and interact with it. How you use your client portal is entirely dependent on your business and your customers’ needs. With a customer portal, customers can log in anytime they want and get access to things they need without having to reach out directly to the company. Many companies now employ a customer portal solution, something that puts the power into the customer’s hands. So if a customer needs this information, they must reach out to the company, ultimately taking account executives and customer service agents away from other work. While this can be an effective tool for outreach efforts, it doesn’t give customers quick access to the things they want, like status updates to open customer service tickets or account information. In the early days of the internet, email was the main line of communication between a company and its customers. Client portals, also called customer portals, rely on client portal software, which gives clients the ability to securely log in and access information, files, and services online. Typically, these portals are accessible via a web browser or mobile app. Organizations often use client portals as a central place to share information with their customers. A client portal is a secure digital gateway to an organization's network, community forum, customer information, knowledge base, and/or other information.
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