CRMJetty

If you have a business, it means you need to have smooth and clear communication.  You can keep the communication intact through a live chat system. Otherwise, you can implement a ticket system, where customers can raise tickets for queries and wait for the reply.  You can also dedicate a separate team for customer support. There are several options on hand. However, the best option would be to set up a WordPress customer portal. A customer portal would allow easy sharing of documents and other relevant information between customers and businesses. Want to know more about it? Alright! Let’s see how this WordPress client portal can do all the communication work.  What is a client portal Before we dive in to know about the perks of a WordPress customer portal, let’s first understand the meaning of the client portal. A client portal is a platform where your customers can access their details and share important documents with the organization. It allows customers to i...

As a school administrator, managing school operations and students’ data manually might be overwhelming for you. You may find it cumbersome to communicate with staff and parents or provide parents with pressing information about their children. All this gets too complicated when the tasks are manual. And that’s why many schools and institutes around the world prefer an education portal. Now, even parents make it a topmost priority that their child’s school should have a portal to stay updated.  You might be well aware of the benefits of education portal development services. You are only confused about creating a portal for all the stakeholders (parents, staff, board members, students). Am I right? Thus, here are the four key points to consider for education portal development services to help you out.  Before that, let me tell you, Microsoft Dynamics 365 for education is the best choice. With the points below, I’ll explain to you why. Let’s start! Faster Access to Infor...

  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...

While talking about the knowledge base, everyone knows its benefits, but how to avail those always remained a question. But it won't be for a long time. Are you wondering what to include in your Knowledge Base Portal ? Here's a quick guide. Before going through the components of a knowledge management portal , make sure that the knowledge base meets your customer needs, is easy to navigate, and has SEO optimized content.  Alright! Let's start! Frequently Asked Questions FAQs are a list of commonly asked questions and answers. It doesn't require much technical support or expertise. The benefit of including it in your knowledge base portal is that your staff will be free of answering repetitive questions. Instead, they can simply redirect customers to the respective FAQ section. FAQs will also increase the visibility of your website on Google and other search engines. The best example to understand the effectiveness of FAQs is a bank website. Customers have severa...

Good customer experience is one of the driving forces behind having a successful business in this competitive market. According to research done by Salesforce, 80% of decision makers think that having a better customer experience is one of the most important things. Today customers are giving equal importance to good experience as they give to products and services.This has made it challenging for businesses to always be on their toes, go one step ahead and serve their customers better. To ease this entire process of making customer experience better technology has helped a lot. One such thing is new in the field of customer service and that is AI. More than half the work decreased when portals were introduced in the market. And now going one step further, companies have started introducing AI in portals. This has made lots of tasks of customer agents easy and helped them increase their productivity.   Let’s see ways AI is helping your customer agents serve your customers better...

Being a freelancer is cool but comes with a lot of responsibilities and constant changing requirements to fulfill. Your clients reach out to you any time of the day. This makes you available on calls and emails round the clock. Many times it becomes difficult to have proper personal and professional balance. To manage all this as a freelancer let’s see the top seven ways a customer portal can help you in your work:    Professional appearance: The portal plugin works with your WordPress website. With this plugin, their requirements are better managed and so is their communication with you. Your brand appears more put together and streamlined to your clients.    Speeds up communication process:   Now with the help of portals you don’t need to look up old emails every now and then. You can just search any emails in the portal itself. With the customer getting direct and real time access to the work, it eliminates the need for emails and calls for updates....