CRMJetty

Social distancing. Our current reality to stay safe.  However, for businesses, it is the exact opposite. They are concerned about its long-lasting impact that is probably going to be bigger than anticipated. Currently when you have very few chances of acquiring new business, unless you offer essential products, keeping your existing customers engaged with your business can be your shield. Here is how you can retain your customers from a distance : Communication is the key Although it may sound a bit cliché, it is critical. Keep your customers updated about your business. Whether you are shut temporarily, adjusting working hours, or the steps you are taking for a safer workplace. Customers are visiting social media the most. Hence, make sure you’ve updated yours with the latest updates.  If you are operating, it is important to assure them that you and your team are taking proper safety measures. Hence your website should have the necessary inform...

Customers aren’t the bedrock of your business. But “Happy Customers” are. They stay longer with you and bring profitable opportunities. Your marketing should focus majorly on delighting your customers. It attracts new customers who keep buying your products/services again, and most importantly they spread the word through referrals and social media. Looking at these marketing statistics , the major expectation of customers from any business is getting a quicker response to their queries and questions. Hence, fast response rate remains at the helm for curated customer experience. More about customer self-service But being able to answer all the queries may seem like a daunting task at times. That’s why formulating a one-stop destination that solves all the queries and problems of the customers is important. It can be in the form of a knowledge-base, FAQs, online discussion forums, or a self-service customer portal. In fact, 70% of customers now expect ...

Customers, the one and only boss for any business. As an owner of a company you will have many responsibilities. But, interacting with customers is crucial. Simultaneously, it is difficult to handle complex situations which involve various roles, obstacles and different processes. With the help of CRM technology, you can streamline your business operations and customer interaction. CRM software helps you organize your business operations as it stores and provides all necessary customer details on time. But, when it comes to managing real time queries of customers, CRM needs a solution that can work seamlessly. During such time, WordPress client portal comes to our rescue. It fulfills the gap and easily integrates with your CRM. So, what is a portal? Let's put it simply, it's a connection between you and your customers. It is a role-based authorization. On the basis of this authorization your customers can have easy access to CRM’s data whenever they want an...

Today there is not a single industry which is untouched by technology. New things are coming in tech to bring ease to different industries like tech, automobiles, banking sector, etc. Nowadays what acts like a bridge in ecommerce and tech is Portal . A number of companies use portals in some way or another to bring ease to their users or clients. The type of portals you use changes on the basis of the business model of the company. Here, in this article we will look at the ways CRM customer portal is useful to law firms and why you as a law firm owner should be using it. There are millions of cases which go on in different courts. Thousands of law firms and their lawyers stand in courts every day and fight for their clients. It is tough competition even among these law firms. Just like that, there are many law firms even in your competition. In times of such tough competition you need to make sure that you stay ahead in the game. To do so you need to make sure th...

As any support staff member knows, customers raise support tickets for various queries. Many times, those queries are repetitive. This is where efficient ticket management comes into the picture. There are a number of ways to handle it. But the easiest way to handle it is to have a smart ticket management feature built into the customer portal. Let’s explore the feature that is built into PowerApps’ Customer Self-Service portal. Here’s how to manage 360° ticketing from the PowerApps portal: Steps: Step 1: Your portal users can login using their portal user credentials in PowerApps Portal. Step 2: From the Navigation Menu, they need to navigate to My Support . The Case list view will open from where they can see their cases.  Users will search for a problem solution before generating any case, if they don’t find one, they will add a new case, edit existing case or remove case. Step 3: To create a new case, they can click on Open a New Case. ...

Not all third party portal solutions for Dynamics CRM are made the same. At the end of the day, their functionality and ease of use as well as features decide which one to use. CRMJetty’s Dynamics 365 WordPress Customer Portal has some particularly neat features. On top of that, it is simple to configure and use, for both the admin users and the end users. Let’s walk through the steps to configure advanced settings in their customer portal. - Once the activation is successfully completed, navigate to the CRMJetty tile to access and setup various configuration for portal i.e. General Settings, Email Settings, Portal Layouts, Language Configuration and Roles. Or - For unified interface, navigate to Dynamics 365 – Custom and from the bottom menu select CRMJetty. Upgrade Data: - To manage upgrades, we have upgraded a specific flow wherein if you have any older version of Customer Portal, then the Upgrade Data button will activate. For upgrading data, naviga...

This article is for business owners who have brick and mortar shops. You have already taken a big step opening a physical shop in a time where the ecommerce environment is dominant. You understand the value of face-to-face interaction with your customers. This helps you maintain a much more personal relationship with them. The place where you interact with your customers the most is your point-of-sale station. You can choose the hardware that is most convenient for you. It can be based on the number of devices/machines you need and where you want to place them. You can choose between a tablet and a computer/laptop. This hardware then defines certain aspects of how the software will function/or the interaction agent of the software: mouse or touch. Now let’s look into a software that can help you better your POS station interaction: a retail portal that is a customer portal solution. Not only does it enhance your customer relationship, but such a portal can also provid...

Formal education teaches many things. It is essential that those things provide quality value to our lives. The logistical side of formal education is messy, to say the least. Good teaching faculty is difficult to come by and therefore schools are often understaffed. Students are not always given much choice about certain classes or class hours. Apart from this, they have no intimation of their attendance level and this often impacts their graduation. The institutionalization of formal education becomes too negatively hierarchical rather than focusing on what is important, which is the growth of young minds.  As academic professionals, one should treat education as a constant exchange. We believe that this exchange should be seamless. Technology comes into play here. There is a neat solution that large educational institutions or smaller schools can use. It is a custom web portal. Web portal solutions are for everyone. You have to get a custom portal development company ...

Not everything in a CRM is a part of a portal. The portal users need not get access to all of it. For this, you need to establish field level access control to manage the nuances of this access.  Let’s talk a look at how to do that with the Dynamics CRM Power Apps portal: Dynamics CRM Power Apps portal does not provide an option for field level access control. It has to be managed by creating a new entity form and adding the fields that you want in CRM. Then the relationship between portal side and CRM side entity forms has to be managed via mapping. Note : When you use any CRM entity form in the web page, all fields & sub grids which are included in the CRM entity form will be displayed on the portal side. Steps to create Web Page & add form into web page: Step 1: Go to PowerApps -> Click on Apps. Step 2: Select more commands (…) for the portal and click on Edit. It will open the Power Apps Portal Studio to edit the content and compone...

As an enterprise organization, you have a number of people who have access to your CRM. But that doesn’t mean all of them have to have equal access. For this you need to use a portal with role based access.  With this, you can set entity access permission for different sets of user groups so that each group gets the entity that they need, without you having to share the data with everyone. If you are using Dynamics’ PowerApps portal, here are the step-by-step instructions to enable the role based access for the Contact entity: Power Apps portal Role Based Accessibility for Dynamics 365 contact entity Steps to create web roles: Step 1: Open PowerApps, then from Apps open Dynamics 365 Portal management app. OR Step 1: In Dynamics 365 Go to Sales -> Portal  Step 2: Go to  Portal -> Web Roles -> Click on New Step 3: Enter a Name & fill up other details. Then click on Save. Steps to assign roles to portal users: ...