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You May Need a Client Portal. Here’s Why.

Client portals provide an electronic gateway that offers your clients, customers, partners, and personnel streamlined access to company information, data, and applications. Gated access allows businesses to securely manage documents and permissions, to collaborate with authorized users, and to tailor the user experience to create a more rewarding relationship with clients and customers.

Most large corporations rely heavily on client portals for cost and labor-saving customer and resource management. As a consequence, consumers now expect to be able to engage freely with their partners in business and commerce. Fortunately, this is an area where small and mid-sized companies can meet and even exceed the standards set by larger corporations. You don’t have to be Amazon or GEICO to reap the same rewards as colossal corporations by integrating a custom client portal.

Streamline operations and reduce overhead costs

When it comes to client portals, the long-term cost benefits far outweigh the upfront costs. By storing frequently requested forms and information in an easily accessible secure online client portal, you simplify customer service and automate processes that might otherwise require hiring new personnel as your business grows. You eliminate the costs of physical filings, and the need for physical storage. Clients can file support requests, calculate quotes, find answers to their most common questions, complete and submit paperwork, locate documents such as invoices and associated purchase orders and even place orders with minimal expense to the business.

Increase revenue and improve customer retention

Client portals minimize duplicate data entry, costly calculation errors and backed up workflows while improving customer satisfaction and retention. When these factors are paired with reduced overhead expenses, businesses see an uptick in the revenue cycle. Client portals simplify invoicing and payment processes and make your financial practices more transparent, which builds trust with your clients and customers and incentivizes a long-term relationship.

Improve collaboration and strengthen relationships

With client portals, businesses are able to improve the back-and-forth flow of information and build better systems for collaboration. This ease of sharing and communicating fortifies robust relationships among clients, customers, and business stakeholders who can quickly and securely view and edit quotes, proposals, contracts, and project plans as they develop.

Minimize errors and improve data accuracy

A cloud-based client portal ensures that users are accessing the most up-to-date data and the most current versions of documents. This significantly reduces the chances that your team or your clients are operating or making assumptions based on inaccurate data. By providing all users with precise, real time data, you build your business’ credibility and improve customer loyalty.

Plan your portal today!

At Antares, we’ve been helping mid-sized and enterprise-level businesses grow and expand through custom app development. We’ve got the expertise and the experience to develop a client portal tailored to your exact business specifications. Schedule a consultation with a solution specialist today to begin planning your custom client portal.

 

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