CRMJetty

  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...

  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...

In this web portal vs website article, we are going to talk about small yet considerable differences that’ll help you choose the right one for different stages of your customer interaction. The main difference between the web portal and website lies with the access your customers have. Website is open for all and it fetches traffic from a lot of different sources, whereas a web portal is limited to your customers or your prospects or people who decide to create their personal accounts with you. Generally, your website is the gateway to enter into your web portal. Essentially, it’s not about portal vs website or the differences between them, it’s about creating a synergy around them to get the best of both of them. What we are trying to say is that you need both of them. But why do you need both of them? How will having different points of interaction help you acquire and retain your customers? Read ahead... The amount of interaction we have with the companies that make th...

Social distancing. Our current reality to stay safe.  However, for businesses, it is the exact opposite. They are concerned about its long-lasting impact that is probably going to be bigger than anticipated. Currently when you have very few chances of acquiring new business, unless you offer essential products, keeping your existing customers engaged with your business can be your shield. Here is how you can retain your customers from a distance : Communication is the key Although it may sound a bit cliché, it is critical. Keep your customers updated about your business. Whether you are shut temporarily, adjusting working hours, or the steps you are taking for a safer workplace. Customers are visiting social media the most. Hence, make sure you’ve updated yours with the latest updates.  If you are operating, it is important to assure them that you and your team are taking proper safety measures. Hence your website should have the necessary inform...

Today there is not a single industry which is untouched by technology. New things are coming in tech to bring ease to different industries like tech, automobiles, banking sector, etc. Nowadays what acts like a bridge in ecommerce and tech is Portal . A number of companies use portals in some way or another to bring ease to their users or clients. The type of portals you use changes on the basis of the business model of the company. Here, in this article we will look at the ways CRM customer portal is useful to law firms and why you as a law firm owner should be using it. There are millions of cases which go on in different courts. Thousands of law firms and their lawyers stand in courts every day and fight for their clients. It is tough competition even among these law firms. Just like that, there are many law firms even in your competition. In times of such tough competition you need to make sure that you stay ahead in the game. To do so you need to make sure th...

There are so many platforms available for website creation. But, many developers prefer working with WordPress. You might also be using WordPress. In fact, according to a study done by Kinsta, more than 29% of websites’ development is in WordPress. This number is huge. It means that more than one-fourth of the websites on the internet use WordPress. It truly showcases the power of open source software. Today WordPress is a large community. Not only on the developing side but, millions of people use WordPress to manage their website’s content. Because of its robust features, WordPress has turned out to be a favorite tool for many people. This was all about CMS. Now, let’s look at the CRMs. Companies use CRMs to maintain the records of their customers to provide them with better user experience and customer service. CMS handles your website and CRMs handle your customers’ data. But, the real magic happens when they both are in synchronization. For this, port...

One of my pet peeves is to have to ask for help to fix tech problems, both software and hardware ones. On that note, I also don’t prefer asking for directions. Ever since I saw Google Maps, I have depended on it, not only in familiar places but also in strange cities, on hilltops and everywhere else. In my research, what I noticed was the vibe of these communities. The ones that were official forums by HDD manufacturers had replies from the people working at the company, helping out, replying to each repeated question and tailoring their solutions for each question. Seasoned tinkerers and the company members sounded like they knew each other and remembered their previous interactions. Even though the product was proprietary, the company members did not insist on fixing it only at the service center. When I wanted to fix my hard drive, I poured over online forums, learning which ones were genuine, which ones were more likely to brick my HDD and everything in between. Then I threw ...

According to research carried out by Gartner, more than 25 billion devices will be connecting by 2020. And, here we are, already in 2020. As per the Gartner's research, IoT forms a connection between people-to-people, people-to-things, and things-to-things. Apart from that, it also changes the way we live and constantly transforms our surroundings. For example, it expands the internet connectivity beyond the basic devices like laptop, mobiles, etc. and even connects devices like thermostats, our watches, etc. With such larger capabilities, it can make a win-win combination with CRM products. For example, Sugar CRM client portals help businesses serving their customers for better. Now, when you combine them and IoT together it can help you in serving your customers in a better way. Mixing Automation for Ease: IoT changes the way we live, and Sugar CRM transforms the way enterprises operate. Imagine the wonders the combination of these two can create. For example, th...

What determines the future of your business is the first interaction you have with your client. Either it be via phone, your website, customer portal or in person. If your first interaction with your client is a pleasant one, you are more likely to retain them forever. Today, with the increasing internet usage, all the businesses are striving to be ubiquitous by harnessing client portals to better serve their customers. When your customers sign in your portal – you give birth to a brand-new relationship with your customers. Why Is Client Portal A Necessity? Traditionally, the only way to deliver customer service was through a call or meeting in person. But nowadays, from shopping to healthcare , all the businesses have started using client portals to build deeper connection points with their clients. The great advantage that comes with a client portal is that it gives clients the freedom to interact with you when and how they want. However, with changing customer e...

“There is only one boss. The Customer.” A quote by Sam Walton says it all. Having your own business comes with endless responsibilities. But how you handle customer interactions is of utmost importance. It is a complex responsibility which involves various roles, obstacles, and processes which must work simultaneously. With the help of CRM technology, you can streamline your business operations and customer interaction to a great extent. A CRM software organizes your business operations by storing and providing all the required customers' details on time. But when it comes to managing real-time requests and queries of customers, CRM demands the solution that works with it in a simulated manner. To tackle such shortcomings, a customer portal fulfills the gap which integrates with your CRM & CMS. What is a CRM Customer Portal? A CRM customer portal is a junction between you and your customers. It provides role-based authorization. Based on that, your customers can le...