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Benefits of Using a Client Portal in Your Business

  • Written by Daily Bulletin

A client portal is a gateway for your clients to collaborate with team members in your business. Users are given access to various digital files, information, and communication through the use of access IDs. Today, many service providers offer web-based client portal services, which act as an intranet link between the company and its client. What’s more is that these portals have incredible features such as file sharing, chats, calendars, and access to other apps.

That said, it is time to share the amazing benefits that come with the use of a client portal in your business.

Makes Communication Easy

Easy communication with your external clients and partners is essential for smooth operations in a business. And this is where a client portal comes in. A reputable one allows you to customize branded emails and send them easily to clients.

Companies can easily customize chat options to communicate with individual clients or a group of clients. And lastly, all communications have notifications to make sure you do not miss messages from clients and partners.

Helps in Collaboration

A client portal with integration features such as file sharing, calendar access, event notifications, and task management tools makes collaboration very easy. Whether it is between the employees or with external clients or partners, your business will enjoy tons of benefits.

The best part is that you can automate some collaboration features such as sending of orders and sharing of invoices at the end of the month to your clients through integration with the right tools. Fortunately, any reputable client portal has integration with dozens of useful tools.

Facilitates Tasks Management

If you share detailed collaboration with clients that involves tasks, then using a task management feature in a client portal is essential. The tasks are accessible to everyone in the group and it is possible to see the process.

For instance, a task management tool will help an architectural firm to split clients’ projects among the team where everyone in the group will see the progress. This avoids work conflicts and allows the smooth running of operations. The clients can also see the progress of their projects when they log in.

Allows Customization Products

Detailed algorithms are used to allow companies to customize their relationship with clients. For instance, a bank uses these gateways to send emails with customized loan interest. But if they want their latest products to reach many clients, they may add them on the top of the common dashboard for clients to see.

Apart from customized information, a reputable client portal helps the company to customize their portal by choosing the kind of integration they want. It could be the use of DropBox, branding your portal, or using a certain mobile app.

Increases Data Security

Secure access to cloud services and file sharing ensure that all data is protected from malicious people. Reputable client portal service providers invest a lot in data security and even use bank standard security protocols. So, your business will never have to deal with complaints of data integrity issues at any one time.

Conclusion

Choosing a reputable client portal will allow your business to enjoy the above benefits and more. Whether it is a business startup or an existing business that wants to upgrade into using these tools, taking enough time to research is very essential. Make a smart decision for your business today.

10 Things PR Professionals Secretly Want Potential Clients to Know

  • Written by By Mary Nguyen at HM&M

PR experts have a reputation for being a friendly, unflappable bunch but like anyone, they too experience moments of frustration. Here are 10 things every PR pro secretly wishes you knew but are too professional to tell you.

Being experts at navigating social relations doesn’t make PR professionals immune to the everyday frustrations that inevitably crops up in their work. Though your gracious PR rep may be well-equipped to handle anything that comes their way, there are things that drive even the most seasoned PR pro batty. Here are 10 common things PR reps wish their potential clients knew:

1.   PR is a non-negotiable part of business

“If you think PR is negotiable or a ‘nice-to-have’, you’re dead wrong,” says Jordan, a PR specialist from Sydney who regularly works with fledgling brands. “If your business is trading you are already in the business of PR. Everything you do plays a part in crafting your reputation and public relations is just the applied way to build and manage your brand.”

“PR is one part of a holistic and integrated marketing and communications plan. Often small businesses see the outcomes of PR and instantaneously want to emulate the same for their business,” says KK Projects Director Keri Kitay.

“It’s important as a small business to realise that it’s a marathon and not a sprint. Before engaging in a PR campaign, it is essential that you have everything in place, such as your sales channels to capture leads generated by PR, an e-commerce system that can support enquires and sales, customer service, all your purchasing, refund and shipping policies in place and enough product in stock to support sales. In addition, it is important for a small business to recognise that PR will generate awareness and provide leads to your website but it is equally if not more essential that your website is optimised to convert the sale. “

2.   Have realistic expectations

“It's important to understand that PR isn't instantaneous and it can take a few months to see results. Your agency needs some time to build relationships with key media on behalf of your business, and some publications are working to an editorial calendar, so you may not be relevant to what they're working on at the moment,” says MHPR Director Meg Harris, “This is why we always recommend new clients give us a minimum of 3 months to build the momentum and start to see coverage coming through.” 

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3.  
Measurables won’t give you the full picture

 

“We can report on KPIs like media coverage, engagement or web traffic but PR is more of an art form than an exact science,” says Jordan, “Measurables don’t always give you the full picture of how a campaign is going, especially to measure how consumer sentiment is changing over time. Instead of being fixated on particular numbers or metrics, it pays to think of what your overall brand strategy is and look at what measurables will truly reflect its progress.”

4.   Please get back to us quickly!

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“We want to be fully prepared to take advantage of every opportunity that comes up,” says Sydney based agency rep Siobhan, who works in corporate communications. “When there’s missing information or a slow response from our clients it means that sometimes we miss out on great opportunities to promote their brand. In media timing is everything.”

5.   It’s all about relevancy

“What you think is interesting or relevant may not always resonate with everyone else,” advises Katie, who enjoys working with clients to identify their best-selling points in her role as an account manager at a Melbourne PR agency. “That’s where we come in to do the research and advise on what angles work best to promote the client.”

6.   Social media is here to stay

“Social media gets a bad rap from some corners, but what some businesses don’t realise is that it’s a really budget-friendly and effective way to get your name out there,” says Katie. “It’s not just a place for teenagers to hang out. Lots of people use social media to learn about products and get recommendations; any business can use social media to build a relationship with customers and get valuable insights.”

7.   Have a plan

“To execute a PR campaign effectively, small businesses need to allow adequate time for agencies to audit the business, the market and the PR opportunities before putting together a strategy,” says Keri, “A well thought out PR plan requires detail and research. Similarly, the time to execute a PR plan and generate media coverage and results does not happen overnight. There is a lot of detail in a plan and considerate execution, which your PR agency or publicist has spent many years crafting, building relationships with media and developing their IP to produce results.” 

8.   PR is not the same as advertising

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“Part of the value of PR is that media coverage is so much more powerful than straight up advertising because consumers place greater trust in independent reviews,” says Siobhan, “But obtaining coverage is not as straightforward as paying for an advertising slot. A lot of patience is needed but the results are worth it.”

9.   Pay attention to presentation

“High quality assets can be the difference between being featured or not,” says Meg, “If you can afford to, arrange to shoot a variety of high res imagery such as simple product shots on a white background and lifestyle images so you have a greater chance of being able to provide for different publications' needs.” 

“More journalists are mindful of the environment these days so extravagant product send-outs with excess packaging are no longer necessary to secure coverage. It's more important to really research who your business is relevant to and send them a personalised pitch with your product and the key information.” 

10.   Listen to us

“My dream clients are clients who really take my feedback on board even if they don’t agree with me,” says Maya, who has spent most of her career working with corporate clients from her base in Sydney. “A trusting relationship is essential to achieving the best results; at the end of the day, I feel most appreciated when I feel listened to. My expertise is hard-earned and being able to put it to good use is its greatest reward.”

Director of Millennium Communications, Cassandra Hili says you should expect transparency and honesty saying, “Just like in any good relationship, this goes both ways. By having these two values at heart, it will make your experience with your PR so much more enjoyable and won't allow for any miscommunication or unmet expectations.”

“When it comes down to PR, it really is a team effort. So make sure you're open to the ideas and angles that are presented to you.”

By Mary Nguyen at HM&M

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