CRMJetty

Salesforce is a well-known name in the world of CRMs, portals, and communities. We can’t deny that their products are world-class and provide organizations like yours an upper hand. And sometimes that can raise further questions like which portal to invest in? Should you be going with a portal or a community? We’ve already written a well-researched article on Salesforce Customer Portals Vs. Communities . Hence, in this article, we are going to discuss its two well-known portals i.e. Customer portal and Partner portal. And help you choose the right solution for your organizational needs. What is Salesforce Partner Portal? Salesforce partner portal allows partner users outside of your organization to login to Salesforce. It helps companies by empowering their indirect sales channel and this increases their ROI. Users of the partner portal have limited access to Salesforce and can only see the data of the modules for which they are granted access. With the help of partner relationship ...

  One common word you will be seeing everywhere is “Web Portals.” It is a web based platform. It provides employees, customers and suppliers with a single access point of information. It provides users with personal information i.e. employee training, safety manuals, or customer profile. It collaborates information and improves the way employees, customers and suppliers interact. Let's look at some of the examples of a web portal: Portal software brings data from many sources in one place. Then it shares it with different departments, customers, and suppliers. Below are some of the common examples of web portals: Sales Portal Job Portal Customer Portal Solution HR Portal Project Management Portal Matrimony Portal CRM Portal And many more. Each of these portals brings some or the other merits to the table. It eases business operations and interaction with customers. Thousands of companies have chosen portals as their go-to solution and provide a lot of benefits to them. Fol...

Four months into a pandemic, it would be funny if I said what everyone has already said. Times are tough, hold on to your businesses, and hope for something better. But we are not here to tell you that. We want to talk about how you can win and progress in the new normal world we have around us. For a while there, we hunkered down and held on tight to the things we knew and the things we are great at. Once we accepted that this is a much more permanent change in the way we think about the world, we changed the way we thought.   This is why after weeks of reflecting, strategizing and working on plans, we are happy to announce that CRMJetty is hosting a free webinar on Winning the New Normal with Portals! A webinar where we will be talking about how to innovate even in the face of pandemic and address some of the real-world challenges that you as a business owner might be facing or have faced in the recent days. Sounds like something worth your time? Save your spot! Here are so...

  CRMJetty, Biztech’s child company, is very happy to announce that our Salesforce WordPress Customer Portal Solution is now available on Salesforce AppExchange, a leading marketplace for providing enterprise cloud solutions. Our Salesforce WordPress portal is a popular portal solution for enterprise customers who are looking to enhance the ways they connect with and engage their customers. “We wanted to go the extra mile for clients and have them know that we adhere to the standards of the Salesforce marketplace and that our product is built keeping in mind all the necessary Salesforce regulations.”, said Maulik Shah, our CEO. The portal built on and for this platform has the capacity to serve your enterprise business requirements and comes with features like smart case deflection for quick help. Case management, personalized dashboard, extensive knowledge base, etc. which can business serve their customers better. Other commendable features of this portal are secure access to...

When we talk about CRMs or portals the first thing which comes to our mind is Salesforce. They are and have been ruling the industry for more than a decade now. The reason for their success is that they understand their market deeply and have been known to launch products that complement their CRM creating a perfect flow for customer communication for their clients. The complimentary products that we are talking about here are portals and communities. If you’ve been following Salesforce or have been using it for a long time now, then you might be aware of what they are, their functionalities, and how they benefit organizations. In this blog, we are going to discuss: - Types of Salesforce portals and their functionalities - Salesforce communities - Difference between Salesforce Portals and Communities - Which one to choose? Today almost every organization we int...

If you are a freelancer, your inbox never sleeps. Nor does your phone, or your messages, or you. You know exactly what I am talking about if you have ever answered calls from clients at 11 in the night saying that they can’t find a draft from the previous week. This communication and management gets more difficult when you have more clients. This is why you should take advantage of technology and invest in a WordPress client portal. It can be your respite from multiple emails and spruce up the way you manage all the projects that you are working on. If you don’t depend on simply email, then you have a document collaboration software, a communication software, file-sharing software and a completely different one for managing your contracts with each client. You can have all of it in one place. Let’s look at how a client portal can benefit you. Professional appearance: This client portal works in connection with WordPress so it can look like a part of your website with match...

The pharmaceutical industry ties in very closely with the medical industry. For an industry that deals routinely in drugs of varying composition and intensity, it is crucial that it has a system in place that monitors and keeps a check on the patients’ drug consumption. Since this is a highly sensitive customer-facing industry, it’s beneficial to have a CRM customer portal solution in place to navigate the daily interaction with patients. In this blog, we’ll explore all the ways a customer portal can be beneficial in the pharmaceutical industry.  For Over the Counter Medication: A pharmacy can have a web store or mobile app. Anyone can download such an app and it works like any ecommerce store. When these customers make an account on your store, the profile details are stored in your CRM. For Prescribed Medication: On the other hand, you cannot sell prescription medication or controlled drugs online, or in a store, without a doctor’s prescription. This is what the p...

SugarCRM is a popular name in the CRM industry. For anyone who wants an enterprise solution the first stop in the enterprise grade options is SugarCRM. Similarly, when it comes to Content Management Systems, the name WordPress is synonymous with it. So it is clear that it has a large market. When you are building a business, you generally look for tools that are established brands in the industry. If your business is an ecommerce store, then you must need both: a CRM and a CMS. But that is not all. You also need a customer portal to interact with your customers. Let us look a little more in detail as to what features you need to have in your customer portal: 5 Features of a SugarCRM Customer Portal: Data entry Data entry is an extremely basic task. But does that mean it is easy to do when there is a huge customer base? Not at all. A customer portal gives your customer the access to add in their information, like name, phone number, address, etc. These are basic details t...

Put yourself in the shoes of a customer. Have you tweeted out to the company when you experienced bad service? Have you told about the bad experience to anyone who would listen? Lastly, have you ever gone back to that business? Now think about all the reasons why you were not satisfied with a product or service. Was it because the product was faulty? Was it because it didn't deliver ahead of time as things usually do? Or was it because you think you deserve a better experience for the price you are paying? All customers have one or the other problem. None of them is ever a hundred percent happy with what they are getting. Your customers will want to contact you and tell you that you are wrong and that your product was not up to the mark. However, you can minimize this by providing them with some control over a few things. For instance, you can make your customer's experience much better by giving them the freedom to solve small things by themselves. For your st...

Web portals work as a gateway. Where this gateway leads, depends on the purpose you want to fulfill. Imagine an apartment building. A lot of people live there. It is a public area but each house in that apartment is private. You can only enter a house if you have a key to it. You can get a key if you buy or rent a house there. And you can only get into the house you bought or rented. In other words, you have limited access to a big building. Similarly, a web portal is the entrance to a large apartment building. And you can go in if you have the key to your house. To put it simply, a web portal is your specific access to a large database. There are various industries that can use a web portal to interact with their staff, as well as their customers. And they need to search for custom web portal solutions so that the portal matches their individual requirements. Let’s talk about the various buildings where it would be beneficial to have a ke...

First, we need to understand the concept of a partnership program. It’s a business strategy adopted by vendors and business owners in order to create an additional source of income by partnering with each other or more vendors, business consultants, etc. to promote their products or services. The way your partnership program works depends entirely on your business model as well as the products and/or services that you sell. Of course, there are plenty of other factors that influence it. Business partners and partnership programs contribute to growth, which is why businesses have partnership programs. No matter what scale your company is at, you would only benefit from a partnership program as it can help you reach more customers, which eventually helps you drive revenue. Here are some other benefits of having a partnership program. Benefits of having a partnership program: Increased Revenue There is no doubt that a partnership program generates a notable...

When you Google ‘What is a portal?’, it says that it’s a gateway or a door. But it also says that it’s a website or a webpage providing access to other sites. In other words, it gives a limited amount of access to a specific group of people. The extent and type of access varies from industry to industry. Just as a door is customizable, you can approach a custom portal development company for a custom web portal crafted according to your specific needs. An online portal is an individual key to a particular part of a mammoth database. The individuals with access can edit only certain parts of this vast interconnected data. Portals can be convenient in a number of industries. Education Industry: An educational institute has a central database with information about the teaching staff, the administrative staff as well as the students. An educational web portal could give access to all of these people to assist them in their jobs. Medical...

For any business, their customers are their top priority. Making sure they get the right information at the right time to convert them into customers is very important. This generally means some of your staff will constantly have to work on client management, doing tasks that are mostly repetitive. However, there are tools available now that can do just that. CRM customer portals take the hassle out of repetitive tasks and making the process more efficient. Customer portal bridges the gap between the business and the customer with its robust functionalities. It also means that you can fulfill your customers’ basic requirements at all hours of the day without a staff that works at all hours of the day. Additionally, with good customer development company , you can have a customized customer portal which works according to your business flows & operations. Here are 4 scenarios where you can simplify your business operations with a CRM customer portal: ...