Using Google Docs as a client portal: A client portal is a website-based system that grants users access to interact with a company’s internal systems from the comfort of a single location. Client portals are mostly used by small business owners and business startups who desire to connect with as many external sources as possible, making use of a central interface.
Are you a business owner? Here is what Maildrip has in stock for you: Maildrip: The All-in-One Email Marketing Solution for Small Businesses
Does Google have a client portal?
Google has a client portal, and as an admin, you can make use of the Google Cloud Support Portal in filing and managing support cases for your business.
These are the benefits of using Google Docs as a client portal.
It is cost-effective.
The use of Google Docs as a client portal serves to ensure a cost-effective solution when it comes to the management of businesses as a small to medium-sized enterprise. Using Google Docs as a client portal creates an alternative for a cheap client portal rather than the usual expensive software while still providing all the features and functionalities of a typical client portal.
Google Docs can be accessed from anywhere.
Clients at all times have access to their portal at any time, on any mobile or desktop device, so long as there is internet access anywhere. That means there is flexibility that comes with using this feature. Clients using Google Docs as a client portal are always in the loop, regardless of their location.
Simplicity of Interface
The operational interface for Google Docs is simple and intuitive for most users, and these users are very familiar with the features and functionalities. This gives clients the flexibility to focus on the content to deliver instead of trying to figure out how to make use of the tool.
Best practices in using Google Drive as a client portal?
Anyone can make use of Google Drive. The tools are great, and small business owners and startup companies can comfortably use the tools to store their files securely online. Now, learn the best practices you need to apply if you want to use Google Drive to create a functional client portal for your small and medium-sized enterprise.
Define the purpose of your client portal.
You should ask yourself these questions:
- Why do I want to use this portal?
- Is the client portal created for marketing or customer service?
- What are the categories of data that you will need to access in order to create and manage your client portal?
- Will you be needing access to all of your customer’s contact information, or do you need only a few details?
- If you will be using the limited contact information? Do you have any restrictions to the user’s access?
Carefully optimize the dimensions of your client portal.
In setting up a client portal dimension. These concerns must be addressed:
- How many users are permitted to have access to the pageat once?
- The size of the resulting website, should it be large, medium, or small, and if large, how large should it be?
- What kind of design should your client portal have?
- What are the specific areas or pages that users are not permitted to access?
Content Organization
To make sure that the document is easy to view and navigate, it is recommended that you make use of headings and subheadings extensively in the customization. With Google Docs features, clients can jump to different sections without difficulty. In addition, you should make use of bullet points, numbered lists, and tables, as they help to make the information more readable and digestible to the viewers.
Adequate security measures
Security is crucial for your portal. And all these concerns about security should be addressed:
- Will all users or specific users have password protection, either through authentication methods using two-factor authentication or device security?
- Is it possible for visitors to view the content in your portal without having to input their username and password?
Best Automation Steps for Small Businesses: Maildrip Email Marketing Tool
Maildrip stands out as a provider of top-notch email marketing solutions designed specifically for small businesses. It has an array of features, such as segmentation procedures, cost-effective automation, automation capabilities, templates, and analytics tools, so small businesses can leverage them. Sign up today!
