relationship

Why a Client Portal is Essential for Your Business Success

Автор: Nimbus Platform 12.04.2023

When your business starts growing, you are likely to feel pride, motivation and inspiration – and, at the same time, a lot of frustration. Having to keep track of the customer data – each client’s details, preferences and points in their customer journey – is overwhelming. On top of that, you also have to ensure a personalized approach to each and every client. As Forbes states, using the research by Epsilon, 80% of customers indicate that they are more likely to do business with a company that offers personalized experiences and 90% of them state that they find personalization appealing. So how do you, as a business, meet this challenge and satisfy clients while maintaining your sanity?

There are many software that help businesses meet this need. For example, there are Customer Relationship Management, or CRM, tools that provide the ability to organize all customer data. They offer secure and easy-to-use tools for data storage, reporting, automation and better team collaboration. They facilitate business on your side – but do little for your client.

On the client’s side, you may have a knowledge base – a self-service tool where your customers can find how-to articles, manuals, troubleshooting guides, and FAQs without needing to contact your support desk. Being accessible without any logins, a knowledge base is a great source of information about your product or service, but does not solve any personalization issues or store a particular client’s search history.

Today, there is a tool that provides the benefits of both: endless capacity for storing personal details, like a CRM, and resources for finding answers to most questions, like a knowledge base. But most importantly, this tool enables communication between you and your clients, offering each of them a personalized space for one-on-one interaction. This tool is a client portal.

What is a Client Portal?

What is a Client Portal? Image by Nimbus Platform

A client portal is a private, secure website where you can interact with each of your customers individually, sharing and exchanging data, including sensitive financial data. Forget long email threads that get confusing very quickly, making it impossible to find that particular message you are sure you sent. Forget messaging in external IM tools, where you have to scroll back and forth. With a client portal, you can streamline your communication with clients, providing them with the information they need when they need it, keeping all documents in one place, monitoring all processes involved and talking to them one on one. Your company portal is a reliable tool that both you and your clients benefit from.

Benefits of Using a Client Portal

Let’s look at what makes client portals so useful, for any business, regardless of size and industry. Suppose you are a large company, with hundreds of customers, each with their payment method, invoice history, standing orders, individual quotes and discounts. According to McKinsey, large corporate clients appreciate having a self-service client portal that functions as a single point of engagement, featuring a smart, personalized interface that only asks for information relevant to that client, tailored to the client’s previous answers to questions and based on client feedback. What is a client portal for? It allows you to organize information into sections that will always be at hand for your client: scheduling and billing, invoices, client agreements, policies, reports, and a lot more. You can schedule important events for the client to check out, send useful updates or policy changes while always knowing what the client has or has not done. Client portals accumulate and structure customer data for your corporation, while at the same time allowing each customer to feel valued and unique. 

Now let’s look at a small business, down to a sole entrepreneur, like a coach or a personal trainer. What can a client portal do for you? You need to monitor your clients’ progress, give them homework and check its completion, while keeping track of where you left off and providing support to answer specific questions. In this case, a client portal gives you a handy platform to keep all this in one place, neat and clean, with easy customer onboarding and support. You can give directions and personal recommendations, remind clients about further steps and provide advice on tasks, while keeping all messages at hand both for the client and yourself. What a client portal does is give you peace of mind, and your customers a clear understanding of what to do, when and where.

Whatever your business is, a client portal can meet all your needs for client communication, customer data storage, and branding – giving you a huge competitive edge. Here are a few more benefits that a company portal offers:

Ensuring security

A client portal provides a secure way to save and store clients’ personal, business and financial data. Once you set it up, encourage your customers to use the company portal, without being afraid of losing, discloing or compromising any confidential data. By granting various levels of access, you can always be sure that no sensitive details leak into the wrong hands. Once your clients know that you value their privacy and security and protect it, they trust you more – and the client portal helps you achieve the customer trust and loyalty that is every business’s goal.

Security. Gif by Nimbus Platform

Reducing clutter

Client portals are effective for organizing all your business and customer data in a well-structured, secure and logical way, where nothing gets lost in the depths of your desk drawer or the black hole of your inbox. With a client portal, you do not need a bunch of tools where each has only one purpose. You can store financial, legal, and procedural details, for each client separately, all in one place. You no longer need to browse through endless folders or email threads. At the same time, a client portal gives your customers a resource to get in touch with you or use self-service, whenever they need it.

Promoting your brand

Once you realize what a client portal is and start using one, you can customize all points of your customer's journeys. Each client receives personal treatment – and also becomes aware of the brand image you are working to promote. Compare a client portal to a 5-star hotel where each guest has personalized service, at the same time noticing the hotel’s logo, corporate colors, branded goods and, more broadly, customer-oriented service. Keeping track of each client’s particular details and preferences, providing them with clear instructions intended personally for them, bringing to their attention only to what might interest them and giving them a tool to interact with you. A branded and user-friendly company portal immediately sets you aside from competition.

Why You Should Use a Client Portal

A client portal can replace the entire combination of a customer database, legal and financial software, a chat, a calendar, and a resource library. It can become your and your clients’ personal assistant, help desk, PR and event manager, all in one – totally secure, never tired or unavailable. Client portals save time and money, eliminate or minimize repetitive tasks, consolidate information, and effortlessly extend your branding.

If you are still wondering what a client portal is and how it can help your business, try one in action. A client portal from Nimbus Platform is your gateway into stress-free and highly efficient business operations. Analytic tools and built-in chats, well-structured lists and folders, easy data collection and feedback analysis, a vast library of customization options and easy assignment of access levels – these features of the cutting-edge software by Nimbus will bring the best customer communication and collaboration methods right to your fingertips.

Visit the Nimbus LinkedIn page for the latest news and updates!

The original post was published in Nimbus Platform.

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Автор: Arpita Jain 23.03.2022

 

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What to do When you feel Alone in your Relationship?

Автор: Peter Sons 27.10.2020

Do you feel alone when you're in a relationship? The advice of the psychiatrist Christophe Fauré to face this painful feeling and overcome this isolation. 

Summary
Examine the reactivation patterns of the past
Reconnect to your inner dimension
Question your expectations of your partner
Talk to your partner about your loneliness
Ask the other

Examine the reactivation patterns of the past
In our romantic relationships, patterns from our childhood are often reactivated. Emotional deficiencies, unresolved family stories that come back to play within the couple.

Christophe Fauré's advice: “It is good to wonder. Are we, for example, asking our spouse the look making us exist that we did not have as a child from our father? In this case, rather than working on the relationship with his partner, it is about making peace with this father who has not looked at us and decluttering the relationship with his companion from an infantile expectation. So small, we weren't aware of our core value, as an adult we can walk towards that awareness.It's all the therapy work of working on the mistaken beliefs that the one has on oneself. The challenge is to connect with our fundamental esteem, which does not depend on the eyes of others. We exist, we are fundamentally worthy, independently of an outside look.

Reconnect to your inner dimension
Meditation, reconnection with oneself, personal development… Many approaches allow us to reconnect with our inner being and what Christophe Fauré calls “our fundamental loneliness”.

Christophe Faure's advice: “This fundamental solitude is the heart of our spiritual dimension. Connecting to it allows us to stop asking the outside for something that it won't be able to give us anyway and to realize that we don't define ourselves in relation to the outside or to others. This opens a way to work on the expectations we have vis-à-vis the outside world: are we waiting for it to make us exist? Let him tell us that we are valuable? To subject one's value to the exterior gaze is to alienate oneself, in the sense of becoming foreign. Whose ? To oneself. "

Question your expectations of your partner
What are our expectations vis-à-vis our spouse? If some are legitimate, others, conversely, are futile and only a source of disappointment, frustration, and suffering.

Christophe Fauré's advice:“It is about giving up expectations that cannot be the responsibility of your partner. For example, this one is not going to make us exist, it cannot. On the other hand, other expectations are legitimate, such as those linked to the mental load: 'recognize what I am doing and take your part, without me having to tell you to do it'. Likewise, you shouldn't ask the relationship for more than what it can provide, otherwise, you will be frustrated and think that the couple has a problem. If our partner is silent, what is the point of exhausting himself in making him talk? This is not a problem in the relationship but a problem of waiting for your partner to be someone other than who they are. So you might as well stop asking him what he can't give us and focus on what else is good and good in the relationship, which made us choose it. "

Talk to your partner about your loneliness
When the loneliness is too strong, how to talk about it to the other? For the psychiatrist, the important thing is already to try to make him understand what one feels before asking something.

Christophe Faure's advice:“Too often, when you talk about your feeling of loneliness, it's reproachful. 'Because of what you don't say, don't do, because of what you are, I feel alone, you are the cause of my unhappiness'. It may be true, but it may not be the best approach to take in getting others to listen. Better to explain to him what we feel, why such behavior brings out this in us ... We must avoid the 'you', the aggression that will close communication and adopt the NVC which allows us to expose where we are . It is also important to distinguish well the things which belong to us by saying for example: 'perhaps I ask you things which are of my competence, and that you are not able to answer them. Maybe you are yourself in your own loneliness. Perhaps there are things in our relationship that would need to be reviewed because there is an inequality in terms of mental load for example. Or, we can say: 'I am in pain over this, how far can you respond to this pain? You may not be able to fully answer it, but how far can you hear it? Avoid injunctions and guilt, otherwise the other will close right away. Rather than saying “talk to me”, say “What would you like to suggest to me? ". but how far can you hear it? Avoid injunctions and guilt, otherwise the other will close right away. Rather than saying “talk to me”, say “What would you like to suggest to me? ". but how far can you hear it? Avoid injunctions and guilt, otherwise the other will close right away. Rather than saying “talk to me”, say “What would you like to suggest to me? ".

Ask the other
Each member of the couple can suffer from loneliness. But maybe not in the same way, at the same time, or with the same intensity.

Christophe Faure's advice:“Core loneliness will emerge at the heart of the relationship, but not necessarily in the same way. Not necessarily in a way as emotionally charged or explicitly as for the woman, who may have the impression that she is the only one to feel this in the couple while the man can feel it in a different way, without perceiving it moreover. as such. For example, some men feel excluded after the arrival of the first child. Their lover becomes a mother and they are no longer seen as companions but as fathers and heads of families. They may feel rejected and withdraw, heightening a sense of loneliness in their partner. So it's good to ask your partner if they too are feeling lonely or feeling that they don't exist the way they need to.

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Meet Ilana Glazer's Husband David Rooklin. Married Since 2017

Автор: Susan Maharjan 16.07.2020

In 2017, the comedian-actress, Ilana Rose Glazer married her spouse, David Rooklin. Until the couple stepped their relationship to marriage, they were in a loving relationship and dated each other for 5 years. The couple, Ilana and David met each other for the first time in Madison Square Park. Ilana Rose Glazer is an American comedian and actress. She is well known for portraying appearances in the series Broad City. Ilana Glazer husband David Rooklin is a molecular biologist and seems to have not a teeny tiny interest in movies and series.

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Ilana Rose Glazer and David Rooklin

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Meet Ilana Glazer's Husband David Rooklin. Married Since 2017 | eCelebritySpy