CRMJetty

Customer service is entering its most transformative era. Something big is happening, and no, this is not about another chatbot upgrade or a fancier ticketing system. The shift happening right now is structural. The kind of change that separates companies that thrive from those scrambling to catch up. Big brands like Apple, Amazon, and Netflix are setting the expectations higher than ever with their seamless support, predictive analysis, and exceptional experiences. This is leading the transformative shift in customer expectations, which, if brands are not able to figure out how to reach. It is creating a massive gap between what customers seek and what businesses offer. Here’s where the gaps are visible: Email queues that need 24 – 48 hours instead of providing immediate assistance. Phone trees where customers repeat their problem multiple times which is exhausting. Chatbots that respond “I didn’t quite catch that” to straightforward questions and CRM data that is locked away from the...

Educational institutions are adopting digital solutions for everything—from admissions and grading to fee management and salary structuring—often using CRMs like Dynamics 365. And yet, attendance tracking is still stuck in 2005. Institutions still rely on Excel spreadsheets, manual roll calls, LMS logs, or paper sheets to mark attendance. The gap with this system? It is inefficient, prone to human error, and disconnected from the modern system, i.e, CRM. Today, Dynamics 365 efficiently manages key areas such as the student lifecycle, course data, and institutional communications. The gap comes up in tracking attendance across all stakeholders – students, teachers, parents, and admins. To add to the complications, hybrid learning environments are making it nearly impossible to maintain a unified view. The effect of this? Students falling short of attendance and unknowingly jeopardizing their exam or scholarship eligibility. This is a serious concern because it doesn’t end just there. Co...

Your data is centralized, workflow is automated (partially), teams have complete visibility with Salesforce. And yet, your agents and brokers feel exhausted and overwhelmed with work. They’re calculating commissions on spreadsheets, onboarding clients through email chains, and managing policies across disconnected systems. They are manually updating everything when they should have been selling insurance and building relationships. This disconnect between your sophisticated Salesforce CRM and your age-old processes is costing you money, talent, and customers. These kinds of messes are often invisible till they ripple into missed opportunities and customer dissatisfaction over inadequate services. So what is the solution? Investing in the right tools that address all your operational roadblocks. A comprehensive solution like CRMJetty’s Salesforce partner portal for agent management can be considered one of the best solutions for your concerns. Why CRMJetty’s  Salesforce partner port...