CRMJetty

Technology has penetrated most professions. Management is no exception. Any given company deals with customers, employees, and suppliers on a daily basis. As the company grows, managing all this human resource can be a hassle. Thankfully, we are tech-enabled civilization and by nature, we look for answers in technology. That technology, in this context, is portals. What is a web portal? A web portal is a web-based solution that provides a single point of interaction to various people who are involved with a business. By an extension of the definition, one can say that a portal enables the sharing of relevant information with the relevant people. This improves the collaboration and communication between the concerned parties. The beauty of a well-developed web portal is that it integrates seamlessly with your website. This gives it the same look and feel and uniform overall experience. It helps keep things transparent and gives you better control over your operations. Ad...

“There is only one boss. The Customer.” A quote by Sam Walton says it all. Having your own business comes with endless responsibilities. But how you handle customer interactions is of utmost importance. It is a complex responsibility which involves various roles, obstacles, and processes which must work simultaneously. With the help of CRM technology, you can streamline your business operations and customer interaction to a great extent. A CRM software organizes your business operations by storing and providing all the required customers' details on time. But when it comes to managing real-time requests and queries of customers, CRM demands the solution that works with it in a simulated manner. To tackle such shortcomings, a customer portal fulfills the gap which integrates with your CRM & CMS. What is a CRM Customer Portal? A CRM customer portal is a junction between you and your customers. It provides role-based authorization. Based on that, your customers can le...

CRM is a powerful tool. Since its inception, it has helped many companies gain insight into customer behavior. CRMs have a specific purpose and they serve it well. But they have a limited scope. That is why we need plugins. Plugins significantly increase the scope of the CRM. Perhaps the most important example of CRM plugins is a customer portal. New technology can be overwhelming. Because of this, it is easy to overlook a few details. Ironically, while using the CRM, sometimes you might end up overlooking the customer’s perspective. How does CRM affect the customer? When you think about it, you’ll find how perfectly the customer portal fits into this picture. The core function of a CRM is to facilitate orderly interactions with the prospects and clients. However, this is the era of self-managed customers, who can access the quotes, invoices & contracts with minimal involvement of your team. This is your average customer today. And to appease such a customer, you need a wa...

WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with their information in two ways. One, by signing up to the newsletter and two, by registering for an event. The task of your CRM is to collect that information and store the data at one place enabling you to keep it organized. However, if you wish to provide your customers with a more personalized browsing experience and boost engagement, you need to integrate WordPress and Salesforce in the best way possible. This can include anything right from plugins like Salesforce Portal for WordPress and apps to customized integrations. Let’s know about the aspects you need to consider in case you go for Salesforce WordPress  Integration : Integration through Apps Third-Party apps are a widely used option when it comes ...

An eCommerce business is no less than a small child. The keen interest and supervision on all your interactions with your business determine your success and roadmap. From managing store inventory, product orders to customer relationship management all of them are important business aspects. While there are a plethora of modern applications available to handle tedious operations like inventory management, shipments, returns, and so on, a customer portal plays a vital role behind managing your customer interactions. Customer Portals enable streamlined communication between clients and employees. Based on the purpose of your business, you can leverage the functionality of portals to improve the day to day interaction cycle between you and your customers. If you are using the most powerful & renowned CMS WordPress to run your website operations, then let's explore the ways a WordPress Client mangement plugin helps your business grow. We have explained some of the most commo...