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Showing posts with the label CRM Portal

Salesforce Customer Portal vs. Other CRM Portals: Which One Delivers Better ROI

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Customer portals are no longer a nice to have – they’re a must-have for any business looking to increase customer engagement, streamline support and self-service. While Salesforce has been the go to for customer portals for years, it’s not the only option. As businesses prioritize ROI (Return on Investment) when choosing a portal solution, many are looking for cost effective and flexible alternatives that offer seamless integration, customization and scalability – without the heavy licensing fees of Salesforce. So how does Salesforce’s Customer Portal compare to other popular options like CRMJetty, Titan DXP, Advanced Communities, Knack, and Magentrix? More importantly, which one will give you the best ROI for your business? In this post, we’ll break down the differences, compare features and analysis the cost-benefit of each to help you decide. CRM Portals Compared: A Quick Overview Considering the right customer portal involves factors like cost, flexibility, customizability, and CRM...

Maximizing ROI Through CRM Portal Adoption for Real Estate

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Industry reports show that real estate professionals who use digital tools get 35% more productive and 27% higher client satisfaction than their non-tech-using peers. At the heart of this digital revolution is the   CRM portal for Real Estate  – the central hub that’s changing how properties are marketed, clients are engaged and deals are done. For real estate professionals, a CRM portal isn’t just another software tool; it’s a complete ecosystem that connects agents, brokers, buyers and sellers in one digital space. Whether you’re using Microsoft Dynamics or Salesforce as your base, solutions like CRMJetty’s Real Estate Portal turn these powerful platforms into industry-specific powerhouses that address the unique challenges of property sales and management. Brokers who fully adopt and integrate these Real Estate CRM solutions close more deals and see big improvements in client retention, referral rates and operational efficiency. The stats are clear – properly implementing a...

Salesforce Customer Portal Vs Partner Portal: All You Need to Know

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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 ...

Top Ten Benefits of Using A Web Portal

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  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...

Announcement! Free Webinar on Winning the New Normal with Portals

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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's Salesforce WordPress Customer Portal is Now on AppExchange

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  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...

Job Portal and All Its Must-have Features Explained!

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Nowadays everything and every business we interact with is through portals. Be it searching something via web or app. Your users’ first medium of interaction is a portal. There are various types of portals available like self-service portal, web portal, knowledge portal and many more. Many companies are growing solely by providing portals to businesses. In the current times they are very powerful tools to get users and interact with them effectively. Talking about web portal; let's first know what web portals are? According to LifeRay, “ A portal is a web-based platform that collects information from different sources into a single user interface and presents users with the most relevant information for their context. Over time, simple web portals have evolved into portal platforms that support digital customer experience initiatives. ” In simpler terms we can say, portals provide users with easy and curated access to company’s information. There are various types of web porta...