Tips for Choosing a Client Portal Software

Businesses can leverage their customer data to come up with solutions that perfectly suit the needs of their customers’ needs. However, to actually achieve this, they first have to develop ways to data store the data and easily access it whenever needed. That is why many businesses are implementing client portal software to store important customer data.

There are several ways in which companies can use customer data to enhance their operations. When analyzed effectively, this data can help improve service delivery and contribute to the business’s growth. Without the right platforms and tools, this crucial data can be lost or even exposed when using other forms of collecting and storing the data.

For a business to fully harness its customer data, storing, receiving, and sending documents should be done on a safe, secure, and independent portal. You can use client portal software to automatically collect individual customer data, store it securely and access it with ease whenever needed.

Here are some tips for choosing a client portal software:

Choose one that is cloud-based

Cloud computing has wholly enhanced how data can be stored and accessed. Cloud-based means that the data, servers, and networks can be accessed through a web-based portal. When you choose cloud-based client portal software, you can create a new portal for every new customer at your convenience from any location.

Cloud-based software can also expand to meet your growing needs for storage, users, and new client portals for your customers. In addition, a cloud-based client portal software will upgrade on its own as the need might be. You will not be required to hire IT personnel who will be responsible for maintaining the servers.

Consider a portal that creates Digital forms

You need to choose client portal software that creates digital forms, eliminating the need to print and store papers. This means that you also get to save on printing and paper filling costs. Digital records can also be easily accessed but more importantly, verifying them is quick and straightforward. Since these forms are completed by keying in values, you will no longer have issues like those you were experiencing with handwritten forms.

There are several other reasons why your business may want to use digital forms. They can be time-tracked and location-tagged as well. Data collected digitally makes it easier for you to conduct an analysis or any required computation.

Choose a portal that allows Digital signatures

Some digital forms cannot be complete without having a signature appended to them. What is the use of having digital records if you cannot digitally sign them? Remember we said that digital forms eliminate the need for printing, but without the e-signature option, you must still print the documents. A good client portal software will allow your clients to insert a digital signature into the digital forms.

To avoid fraud, digital signatures employ an algorithm that creates a private and public key. The public key is accessible to anyone and is used to verify the signature’s authenticity. On the other hand, the private key is secret, and it only belongs to the user. Once a document has been signed, any changes to the content render it invalid.