CRMJetty

Every day, thousands of businesses worldwide are boosting productivity, saving costs, and earning better returns by moving from paper-based systems to paperless digital solutions that amplify the daily grind. Document management systems can easily integrate with your existing solution and improve workflow efficiency. But that’s too ‘90s! Integrating multiple third-party solutions and configuring them to work together creates chaos and might slow down the ERP solution. On top of that, these legacy systems can result in compromised security, compliance risk, unorganized databases, cluttered network drives, etc. Even amidst all these challenges, managing documents is essential, and going digital is the only solution. Using a customer portal for document management in Dynamics 365 is one of the best options. In this article, I will explain why. You may think – why not integrate Dynamics 365 rather than a customer portal. I will answer that too in a proper way. Before that, let’s look a...

“Alone we can do so little, but together we can do so much” – Helen Keller. This is the motto of businesses today. We are likely to see every business using a partner portal to automate their engagement process in this digital era. However, too often, partner portals fail to deliver the core promise because they lack important features. What are they? How do we know partner portal best practices? Both are fair questions, and in this article, I will try to explain those in a structured way. What is Partner Portal A software that helps your business partners collaborate and communicate. Simple, right? Well, a partner portal is complicated, just like your partner ecosystem. You may have partners from different regions, though selling the same products from one vendor. They may differentiate themselves in various aspects such as their selling scale, reach, business planning, marketing, sales, incentives, etc. A partner portal figures this out and serves them in the best way possible. I...

Since the pandemic has turned every one to work remotely, the need for an online presence has increased. With that, it has become important for businesses to look for web portal software that will allow them to automate tasks, track operations, and significantly increase customer, employee, and partner engagement. But what type of web portal do you need? What will be the development cost? What factors affect the cost? This article will cover web portal software, including types, development methods, functionalities, advantages, etc. Before that, let’s see what an online web portal is and how it differs from a website. Most people still use the names interchangeably as if it’s the same. What is an Online Web Portal? A web portal provides a single point of access to various information. You and users can consider it as a library of personalized and well-organized content consisting of company articles, products information, vendors and suppliers lists, and more. A web portal software...