123ArticleOnline Logo
Welcome to 123ArticleOnline.com!
ALL >> Computers >> View Article

How A Wordpress Client Portal Can Help You With Client Servicing

Profile Picture
By Author: Maulik Shah
Total Articles: 37
Comment this article
Facebook ShareTwitter ShareGoogle+ ShareTwitter Share

You have all heard that the client is always right. It means that you have to take care of every interaction with your client, regardless of whether that interaction is via phone calls, your website, email, or in person. If your primary interaction is frictionless, you are more likely to retain them.

These methods of interaction are also slowly getting old. Businesses are moving toward leveraging the benefits of the internet, by using client portals to serve their customers better.

Why is a Client Portal Necessary?
With the shift to the internet, the customer interaction ways have also changed. All kinds of industries can and do use a client portal so that they can offer more to their customers, compared to simple query solving that happened over phone calls and emails.

With phone calls, meetings or emails, the drawback was that it could only happen during your office hours. However, not all clients can contact you during those hours, because of various reasons. With a client portal, they have access to you at all times without you having to hire a twenty-four hour staff.

A client portal gives you the freedom to do much more than query solving. You can offer them a personalized solution based on a client’s specific pain points. This makes them feel valued as a client. The ways of interaction increases with this: file sharing, task management, problem-solving, targeted solutions based on past issues and purchases.

Benefits of WordPress Client Portal Plugin:
Company Benefits:
- Lower overall cost of customer service due to targeted support.
- Clickstream analysis helps to identify potential customers.
- There is a significant return on investment because better customer support helps retain customers for a longer duration.
End User Benefits:
- Single sign-in makes it convenient and secure.
- Custom interface for fitting information modules based on the user.
- Instant, constant support up to a certain level of problems.

Client portal uses:
Client portals are a great way to have an exchanging flow of information and data among companies and customers. Depending on your business, you can use this portal to your best advantage. These are some of the potential use cases of a WordPress client portal:

File Sharing:
Sharing important files and documents via a number of third-party file-sharing software can be cumbersome to manage. And could lead to confusion. This is why having a WordPress client portal plugin can help keep track of all files shared because it can happen from right within the portal. It does not require you to rely on complex FTP system.

Collaboration:
Collaborating on a project is difficult, no matter what level of collaboration it is. A client portal helps you collaborate seamlessly so you can have a constant exchange of ideas and relevant information with each other. This is especially handy if you and your client are not in the same place geographically. This way you, as well as your client, can download, and edit files without any issues. This also eliminates redundancy.

Knowledge Base:
Knowledge base is a very essential tool to educate a customer. You can upload relevant information regarding anything that you think can help the customer and the customer can access this information whenever they want. A rich knowledge base always helps your customer to understand the product or service better, thus increasing their chance of staying with you.

WordPress client management plugin can help you get a much deeper insight into customer pain points so that you can cater to them better and in a more effective way. You can treat all complaints as feedback too and work on improving your product or service.

The great thing about this tool is that you can use it with any CRM that you use Suite, Sugar, Dynamics365 or Salesforce. You can approach a CRM portal solution company to integrate this plugin for you. Moreover, if you don’t already have a CRM, they can provide a custom solution as well.

More About the Author

Mr. Maulik Shah is the founder & CEO of CRMJetty, hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM including WordPress Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.

Total Views: 71Word Count: 653See All articles From Author

Add Comment

Computers Articles

1. Unique Features That Makes Microsoft Visio So Different Software Application
Author: michellumb55

2. How Toenhance The Windows Operating System Performance With Latest Upgrades?
Author: michellumb55

3. How To Find The Best Software For Business And Wfh Needs
Author: michellumb55

4. How To Get Applications For Your Pcs Easily
Author: michellumb55

5. Benefits System Owners Get When Investing In Licensed Microsoft Software
Author: michellumb55

6. What Are The Benefits Of Using Window10 Professional Software?
Author: michellumb55

7. Why To Invest In Microsoft Office 2019 Home And Business For Mac?
Author: michellumb55

8. How And Where To Get The Best Os For Your Pcs
Author: michellumb55

9. General Specs Of Microsoft Project That Users Should Be Awareof
Author: michellumb55

10. Why Is Microsoft Publisher An Excellent Tool For Creating Graphic Documents?
Author: Dh12345678

11. Here Are Some Excellent Charging Stations You Can Get
Author: Angel Smith

12. Here’s How You Can Download Your Own Youtube Videos
Author: Angel Smith

13. Need For Parental Security
Author: Sovo Inc

14. Winrar Not Enough Memory Error- How To Fix It
Author: Aida Martin

15. World Of Tomorrow Will Give You An Existential Crisis But It Will Also Make You Appreciate Your Life
Author: World of Tomorrow

Login To Account
Login Email:
Password:
Forgot Password?
New User?
Sign Up Newsletter
Email Address: