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Client portal: Why you need it today

How can you keep it at a high level without wasting time and money? Use a client portal.

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For companies, interaction with clients is key. How can you keep it at a high level without wasting time and money? Use a client portal, like the one offered by OnSinch. It will improve your customer relationships and bring a number of benefits to your business, many of which can be especially appreciated in the current pandemic situation.

What is a client portal?

A client portal is a private web interface that provides a secure interaction between two parties. For example, if you use internet banking in your private life, you have a client portal. You do not need to call or go to the bank every time you make payments or edit data. You log in from home with your login name and password, and you can conveniently manage your finances. The client portal not only offers the same comfort to your corporate clients but here are its other main benefits:

The Luxury of Self-Service

Client portals, like OnSinch's Client Portal, usually live in the cloud, so they are accessible anytime and anywhere via the Internet. Clients can place and manage orders themselves, search for information and history, and view and download invoices with a few clicks right from their own device.

Always in Touch

The client portal does a great deal of customer support work. Clients will no longer need to call you again to change their contact information or send an invoice. All of the information is transparent and at your fingertips. You, on the other hand, stay in the picture thanks to the announcements. Has your client just submitted a payment online or downloaded an invoice? You know straight away, thanks to OnSinch's Reminder Notifications.

Better Relationship with the Client

Client portals should make work easier for clients not only through their functionality but also with their user-friendliness. Quality solutions, like OnSinch, offer the possibility to tailor the portal to individual needs, such as Customizable Company Attributes. Adapting menus, contacts, or information channels according to the client’s requirements should be a necessity. Clients choose their own functions that reflect their interests and preferences, and in the end, they get a much better and more relevant service.

Your Data is Safe

Modern client portals (especially cloud portals) use the latest technologies to ensure the security of your data. SSL encryption, firewalls, virus protection, VPNs, and other features ensure that information is only available to authorised people. Such protection is impossible with e-mail or traditional post.

Saves Time and Money

The client portal solves most routine tasks automatically, like OnSinch's Client Database. It minimises the cost of phone calls, processing orders and hourly reports, sending invoices, and customer support staff. Your client care is effortless and you can focus on more important tasks.

The client portal solves most routine tasks automatically, like OnSinch's Client Database. It minimises the cost of phone calls, processing orders and hourly reports, sending invoices with Invoice Generation, and customer support staff. Your client care is effortless and you can focus on more important tasks, such as utilizing OnSinch's Order Calculation and Billing feature for smoother financial management.

FAQs

How does a client portal enhance my company's customer service?

A client portal, like OnSinch's Client Portal, makes customer service more efficient by allowing clients to access and manage their orders, view and download invoices, and search for information at their convenience. This self-service feature saves time for both your clients and your customer support team, enabling you to focus on more important tasks.

Can a client portal be customized to fit my company's branding and specific needs?

Yes, quality client portal solutions like OnSinch offer customizable options, such as Customizable Company Attributes, to tailor the portal according to your company's branding and the specific needs of your clients. Adapting menus, contacts, or information channels to meet the preferences of your clients ensures they receive a relevant and personalized service.

Is my data secure using a client portal?

Modern client portals, especially cloud-based ones like OnSinch's Client Portal, use the latest security technologies such as SSL encryption, firewalls, virus protection, and VPNs to protect your data. These measures ensure that sensitive information is accessible only to authorized individuals, providing a higher level of security than email or traditional post.

Can a client portal help my company save time and money?

Absolutely! By automating routine tasks with features such as OnSinch's Client Database, a client portal minimizes the cost of phone calls, order processing, report generation, invoice sending, and customer support staff. This not only saves time but also allows you to allocate resources more effectively, ultimately saving money.

How can a client portal give my company a competitive advantage?

A client portal, like the one offered by OnSinch, streamlines your interactions with clients, making them simpler, more efficient, and safer. As a result, your clients enjoy a better user experience with enhanced customer service. This improvement in overall client satisfaction gives your company an edge over competitors who may not yet have adopted this technology.

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