Benefits Associated with a Proper Client Portal

Posted by tedmark on July 8th, 2015

Running a business is extremely challenging as is, not to mention the fact that you need to make sure that all of your hard work matches the strict requirements of your customer. That is exactly why you should consider simplifying the communication as well as the work processes by investing in software that acts as a collaboration tool and as a client portal. This amazing customer portal allows you to benefit from a long list of advantages that will definitely make your job easier.

One of the most amazing advantages that such a tool can offer is the fact that you do not have to rely on regular social media and communication tools to keep up to date with everything that is happening with the project. The manager will be able to create the group of people that will be involved in the project. This client portal is going to make it easy for everyone to know what is happening, what sort of tasks need to be completed, who is in charge of completing them and so on.

If one of your employees needs to complete a particular task, you can assign it to him and also set a deadline. This way, if he does not meet the deadline, everyone will know it. Either way, you will be able to check the progress he has made over time with said task. Of course, this is just a simple example of what this customer portal can do. Another great advantage that you will be able to benefit from if you choose to invest in such a team work tool is the fact that the members of the group will be able to provide feedback.

Especially if we are talking about a file or an updated document that the members of the team need to see, the client portal is going to be able to take a look at it and so will the others in the group. If there are details that need to be changed or major issues that need to be solved, you will know. In fact, everyone from the group will know. You can have a special group where you and your employees will be able to communicate with the customers and another group only for you and your employees.

The customer may approve the changes made to the document or reject the document altogether and write down some comments about his requirements. The best part about this customer portal is that everything is simple, straightforward and makes team work a whole lot easier. Depending on what package you pick, you might even be able to brand the app that you use and link it directly to your website.

Are you trying to learn what other advantages are there associated with a proper client portal or customer portal? Fortunately, you do not have to do anything other than just pay our website a visit. Here you will be able to find out all about our project management tool that will definitely help your business!