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Client Communication Cheatsheet: Crafting Stellar Messages for Modern Consumers

September 14, 2023

In today's dynamic business landscape, effective communication reigns supreme. The rise of CRM platforms and the infusion of AI into client interaction processes are testament to the importance of timely, relevant, and impactful communication. Whether you're sending a push notification, an SMS, or an email, the message's essence is crucial. Dive in as we simplify this art with an easy guide, drawing wisdom from the game-changers in the industry.

Embracing the Digital Pivot in Client Communication

The era of generic messages is long gone. Today, it's about harnessing the combined power of digital platforms and client data for personalized, compelling communication.

Power of Modern CRMs

The newest CRM platforms are more than just customer databases. They're strategic tools that, powered by AI, can forecast client needs, behaviors, and preferences. By tapping into these insights, businesses can craft tailored messages that resonate deeply.

Timeliness is Key

In a world where information is consumed at breakneck speed, timing matters. Using AI-powered recommendations, businesses can determine the most effective times to send their messages. This ensures that communications aren't lost in the noise but rather make a meaningful impact.

Decoding the Client: Segmentation and Personalization

AI-Powered Segmentation

One of the stellar features of contemporary CRM platforms is their ability to segment consumers based on various metrics - from demographics to behavior. Such precise segmentation allows businesses to create bespoke communication strategies for different consumer groups.

The Personal Touch

Gone are the days of impersonal, mass-produced messages. With insights on likes, dislikes, and past behaviors at their fingertips, businesses can send communications that feel almost handcrafted for the recipient.

Effective Message Crafting: Push, SMS, or Email?

Push Notifications

Ideal for quick updates and real-time alerts. Given their immediate nature, push notifications are best suited for time-sensitive information. For instance, a project tracking app could send a push notification to update a client on the progress of a task.


Direct and personal, SMSs have a high open rate. They're perfect for concise messages that require the recipient's attention, like appointment reminders or urgent updates.


The go-to for detailed information. With more space and flexibility, emails can carry rich content, from newsletters to in-depth project updates. They're also great for embedding links, videos, and other interactive elements.

Elevating Engagement with Strategic Content

Crafting Content that Resonates

Whether it's an informative piece about the benefits of a service or a guide on how to make the most of a product, businesses need to provide content that adds value to the client's life. With platforms like PortalCX, businesses can ensure that their content mirrors real-time project progress, keeping clients in the loop always.

Utilizing Feedback Loops

Communication isn't a one-way street. Businesses should always seek feedback on their communications. This not only helps refine future messages but also fosters a sense of community and involvement with the client.

In a world driven by digital innovation and fleeting attention spans, the way businesses communicate with their clients is paramount. It's no longer just about sending a message; it's about sending the “right” message. With modern CRM platforms, AI-driven insights, and a strategic approach to content, businesses can ensure their communications aren't just seen but truly felt. The era of meaningful client communication is here, and with tools like PortalCX at your disposal, businesses are perfectly poised to make the most of it.

Step into the future of client communication with PortalCX

Engage, collaborate, and celebrate milestones like never before. Be a part of this transformative journey and let's set new benchmarks in client relationships together. Join us today.