3 Steps to Ensure That Your Client Portal Is Impeccable!
Talking about client portals, the option you go for depends on the kind of requirements you have. If you are planning on investing into a client portal, this article will give you important insights on the steps you need to take for ensuring that the portal is flawless.
Talking about client portals, the option you go for depends on the kind of requirements you have. If you are planning on investing into a client portal, this article will give you important insights on the steps you need to take for ensuring that the portal is flawless.
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sales@appjetty.com<br />
Let’s say you choose a WordPress client portal<br />
plugin. Now, you would be able <strong>to</strong> find different<br />
combinations of WordPress as a CMS along with<br />
CRMs like Sugar, Suite, and Dynamics.<br />
Make It Personalized<br />
Ever had <strong>to</strong> deal with a client who doesn’t<br />
appreciate changes and asked for an old feature<br />
back? Well, if you have used client portals, a<br />
scenario like this is common. According <strong>to</strong> a<br />
Cus<strong>to</strong>mer Service Trends Report by Kayako<br />
(2017), 90% of cus<strong>to</strong>mers ask for brand<br />
continuity across different channels. So, even if<br />
you have a digital portal, it shouldn’t serve any<br />
less than your brick and mortar office would.<br />
To bring this consistency across different<br />
channels, you need <strong>to</strong> communicate right with<br />
your portal developers and ensure that they<br />
personalize the portal with colors, logos, and<br />
features of your choice.<br />
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