Every successful firm focuses intently on their customer’s success. If your customers are successful, your firm will also be successful. They develop a strong loyalty to your product and brand, and successful customers become your best product ambassadors.
Through customisation and personalisation, your product or service can enhance your customer’s success and drive revenue through upsells.
Jason Lemkin, VC and founder of SaaStr, says, “Customer success is where 90% of the revenue is.”
One of the best ways to make your customers feel “right at home” with your business is to personalise their experience. That is why Nimbus gives you full control over this function.
This article discusses a couple of practical ways how you can do this in Nimbus.
One of the standard features in Nimbus is the ability to brand and style your Client Portal.
There are multiple themes to choose from in the Customise menu, and custom colour schemes can also be created.
For example, the banner shown below consists of two image files being uploaded, giving it a professional touch:
The custom Ads can be accessed and uploaded with ease in the Admin area.
An URL can be linked to the Ad image, directing the person to the relevant webpage when they click on the Ad – which will create more business opportunities.
The Home page is highly customisable, and personalised, useful information can be added for your customers.
For instance, to remind them of important Tax due dates.
The built-in Page Editor can be used to easily update your home page:
Examples of useful content you could add to your Home page:
As illustrated below, the highlighted elements in Nimbus are extremely flexible and can be tailored to match your business brand:
Another powerful way to personalise your messaging to customers is to templatise your Email Stationery.
Your email header, footer and body can be changed to suit your branding with the Email Stationery editor:
Once your email template is set up, send out personalised and professional looking emails in bulk with the use of mail-merge fields:
Your product must become a virtual customer success representative. For this to happen, your customer experience must be personalised, which often requires a lot of hard work.