Get Your Customer Service Right With Web Portals

By Author: Maulik Shah
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As we know, nonprofits usually deal with a limited budget. They often cut on expenses and tools to make ends meet. However, the goal of nonprofits is similar to corporates, and that is to make profits. Thus, it is advisable to have board portals for nonprofits.

Nonprofits boards are responsible for strategic planning and oversight, including cybersecurity. Apart from this, they spend a lot of time on fundraising, training, and managing volunteers. Marketing, aligning with activities, creating awareness are the other activities of the board.

Managing all these activities takes up a lot of time. The board may employ staff to help them. Managing all this manually can be tedious.

Therefore, nonprofits should have a board portal. Read on to find the benefits of having a board portal.

Virtual Board Rooms

With many tasks to handle, the board members have to plan their every minute properly. They need to ensure that meetings do not all of their time.

Virtual boardrooms can help board members speed up their meetings and avoid wasting time. Using voting and poll tools, the participants ...
... can discuss matters. They can tag documents and share confidential papers across the room.

Directors can also record the sessions for future purposes.

Secure Communication

Board Portals for nonprofits provide an online space where board members can share their calendars, documents and communicate securely. The platform is more secure than an email platform. It ensures the board that the communication stays within them. It is a safe place for not only communication but also documents and more.

Suggestion: Salesforce for nonprofits is one of the most secure platforms. Just go for it!

Time and Cost Saving

As board members are involved in various projects, they have a resource scarcity. And anything that can save their cost and time is valuable to them.

Using board portals, members can share the required information before the discussion. It would help the members prepare for meetings, sessions, and events. They can also schedule an agenda and share it with the team. They can use the time spent (during the session) to explain the plan for more effective discussion/or planning. This is especially handy when your board members are all over the world and cannot come to one geographical location.

File Sharing Capabilities

Sharing documents within the team and externally is an inherent feature of a board portal. The members can also view and edit the files in an instant from any device.

Salesforce for nonprofits provides cloud storage for storing copies of agenda, meetings, financial and committee reports, founding documents, and other essential documents. It also helps board members to annotate documents and approve those using e-signatures.

Transparency and Accountability

Nonprofits might hold the clients’ sensitive data, such as tax and personal information. Thus, they need to be transparent, public, and secure.

Board portals provide automatic archive and audit trails to maintain transparency. Further, it encrypts the data and provides extra enhancements to secure financial data. With no worries about the data breach, board members can focus on other essential tasks.

Tip: Cybersecurity is a matter of concern. Thus, look for a secure portal, as it will help you strengthen trust and protect your organization’s data.

Modern Governance

Managing a nonprofits organization in the world of modern governance is difficult and complicated. To make it worse, the pressure from regulators and legal authorities on ethics and integrity keeps increasing. Thus, to relieve themselves, nonprofits need to take a modern approach to govern their boards. It would result in effective decision-making and successful outcomes.

A board portal would provide nonprofits with all the necessary tools for improving efficiency and effectiveness.

Make a Final Call

Board portals will serve your organization well to reduce the risk associated with manual tasks, paper processing, and other traditional management approaches.

This Article Originally Post Here: https://www.sooperarticles.com/business-articles/erp-articles/why-you-should-have-board-portal-your-nonprofit-1793212.html

Mr. Maulik Shah is the founder & CEO of CRMJetty, hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce customer portal, and Dynamics CRM including WordPress Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of ecommerce technology.