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Showing posts from August, 2022

11 ‘Must-have’ Features and Functionalities in Your Custom Web Portal

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 To ensure your project requirements are fulfilled through a web portal, you must have enough features to help you with that. Custom web portals are the best way to have features that suit your business and customer needs, but some features need to be in your custom web portal. In this blog, I have mentioned some web features that guarantee your niche, business, and customer requirements are fulfilled. These features will ensure security and a top-notch experience. What Features Does Every Custom Web Portal Need? Starting from listing down the requirements to actually having them in your portal is a complex process if done without experts. At CRMJetty, we ensure quality services with suitable guidance from the beginning to serve you the best custom web portal with all features to ensure an excellent customer experience. Request a Quote Below are some ‘must-have’ features in your custom web portal curated by the company that aces at portal development: 1. Interactive Dashboa...

Dynamics 365 Portal: Types, Benefits, and More

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Have you heard about portals? They have been ruling and evolving for a long time. Businesses opt for it due to its dynamic features like self-service, data security, etc. But the search for the right tool is challenging. If you, too, are looking for a solution to automate your customer service and enhance the overall experience, then Dynamics 365 portal is for you. In this blog, I have written all the details you need to know about Dynamics 365 portals. Let’s start with the basics:   What is the Dynamics 365 Portal? Portals are basically websites that provide a tailored experience to your customers, partners, and employees. Dynamics 365 portal  directly syncs all the information from the CRM so that you don’t have to re-enter all the data. With Dynamics portals, you can enable easy sign-in, self-service, payment gateway, and much more for your customers. You can: Allow customers to help themselves find solutions to their queries through the self-service sector Enable smo...

Helping NonProfits With a Digital Solution

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  Nonprofits are the saviors of the people and nature that we abandon. They are the backbone of the people who need support. But even they need someone to back them up. Someone or something that can help them manage their funds, donations, and volunteers. That’s when we and our Salesforce NonProfit portal come into the picture. What is Salesforce for Nonprofit? Salesforce has been in the CRM game for a long time and is one of the most popular and advanced CRMs. They wanted to start an NGO-specific CRM platform, and thus Salesforce for Nonprofit was born. List the advantages of Salesforce for Nonprofit For any nonprofit, Salesforce has a great deal of advantages with Salesforce for Nonprofit. Its modules are specifically for NGO operations and therefore help streamline them. NGOs get a unified view of all their supporters and get rough data on them. This data can easily be translated into valuable information to get a much deeper insight into each supporter, campaign and funds ...