CRMJetty

Did you know that B2B companies globally lose up to   31.8%   of annual revenue due to inefficient pricing and slow quote processes? That is not just a minor issue. It is a big chunk of your revenue disappearing because things aren’t moving fast enough. In manufacturing, where every quote, approval, and delivery involves multiple steps and people, these slowdowns hit even harder. But here’s the real kicker: most companies don’t even know where the delay is happening. The process feels “fine” on the surface until customers get tired of waiting, competitors swoop in, and sales cycles stall. If you’ve ever wondered why your pipeline looks full but the results feel thin, this stat might be the answer. Let’s break down what’s really going on behind those delays. Understanding the Manufacturing B2B Sales Cycle To see where things go wrong, let’s first look at a typical B2B sales process in manufacturing. From the outside, it might seem straightforward. But each stage comes with its ...

Have you thought about the outcome of a bad customer experience? It can cost your business and even affect the customer base. A research says that 25% of customers will switch the provider after one negative experience. 33% will share their experience in one way or another.  In the eCommerce era, where every user prefers an online experience, businesses can’t risk letting their users down. And with digitalization, the traditional way of CX and providing support has changed. Customers now prefer to resolve their queries using online guides rather than waiting for a call or a message from the support team. The new era has brought in the need for a self-service experience. And that’s how Dynamics 365 Customer Portal comes into the picture.  It helps identify client issues and deliver exceptional service. A Dynamics CRM Customer Portal provides end-users a dedicated space to track and manage their support tickets. It connects them to the knowledge base and other resources. Over...

Portals have become an indispensable part of the business. They allow employees, members, and customers to achieve their tasks and interact with the business. They also help everyone to be self-sufficient and stay up-to-date with the latest news and updates. And that, too, without external support. But do you know there are different companies and types of portals to choose from? For instance, you can select a Dynamics 365 Portal or a Salesforce Customer Portal.  Next, depending on the audience, you can choose a particular type. For example, you can select a Dynamics 365 customer portal for customers. You can then decide the services you want to provide. Some of those include support for issues, search knowledgeable databases, collaborate with teams and communities, or learn more about products and services.  If we talk about Dynamics 365, it has five main types of portals. You can choose one based on your use case.  Here’s a breakdown of the different types of the Dy...

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points.  Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision:  Customer Self-Service Portal Employee Self-Service Portal Community Portal Partner Portal Field Service and Project Service Automation Portal   Major Types of Dynamics 365 Portals Customer Self-Service Portal Customer Self-Service Portal helps you guide your customers even when you are not sitting at your desk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff. The basic availability of a webstore being 24/7, support or assistance should also be available 24/7.  Such a self service portal encourages problem solving by providing relevant solutions without the intervention of your staff. Thi...

Websites are the face of your business but maintaining that face requires a customer portal. Simply having customers be interested in your business is not enough. You have to have a way to be able to solve their issues, assist them and retain them in, long term.  Dynamics 365 customer portal can do that when you a 1000 customers and when you have 100000 customers. For you to run your business, you need tools that can bring you this much versatility and scale.    A great website, portal, or business needs much more than just good design. It needs a design that is equally functional. Dynamics 365 customer portal can give you that functionality with features like secure sign-in; roles-based access, drag and drop page builder, entity management, ready to use widgets and more. What is a Dynamics 365 portal? Dynamics 365 portal that is built on Dynamics CRM has an advanced content management framework. This framework allows you to surface expose and capture customer data. T...

Portals are a one stop solution for companies to cater to their customers. The ease that companies get in handling and providing support to customers is commendable. Additionally, portals have also changed the way businesses interact with customers and vice versa.Today looking at the market potential of portals and CRMs many big and medium size companies are trying their hand at it. One such famous CRM is Microsoft’s Dynamics 365. Microsoft Dynamics provides different types of portals like customer portal, partner portal, knowledge portal, etc. and each of them fulfills a different requirement. The main function of a portal is to bridge the gap between companies and customers. Going further, let’s see Dynamics customer portal and partner portal in brief: What is Dynamics 365 Customer Portal? Dynamics customer portal bridges the gap between customers and companies. It provides access to exclusive content, chat, support, knowledge base, and many more things. Here are the top three b...

As any support staff member knows, customers raise support tickets for various queries. Many times, those queries are repetitive. This is where efficient ticket management comes into the picture. There are a number of ways to handle it. But the easiest way to handle it is to have a smart ticket management feature built into the customer portal. Let’s explore the feature that is built into PowerApps’ Customer Self-Service portal. Here’s how to manage 360° ticketing from the PowerApps portal: Steps: Step 1: Your portal users can login using their portal user credentials in PowerApps Portal. Step 2: From the Navigation Menu, they need to navigate to My Support . The Case list view will open from where they can see their cases.  Users will search for a problem solution before generating any case, if they don’t find one, they will add a new case, edit existing case or remove case. Step 3: To create a new case, they can click on Open a New Case. ...

Not all third party portal solutions for Dynamics CRM are made the same. At the end of the day, their functionality and ease of use as well as features decide which one to use. CRMJetty’s Dynamics 365 WordPress Customer Portal has some particularly neat features. On top of that, it is simple to configure and use, for both the admin users and the end users. Let’s walk through the steps to configure advanced settings in their customer portal. - Once the activation is successfully completed, navigate to the CRMJetty tile to access and setup various configuration for portal i.e. General Settings, Email Settings, Portal Layouts, Language Configuration and Roles. Or - For unified interface, navigate to Dynamics 365 – Custom and from the bottom menu select CRMJetty. Upgrade Data: - To manage upgrades, we have upgraded a specific flow wherein if you have any older version of Customer Portal, then the Upgrade Data button will activate. For upgrading data, naviga...

This article is for business owners who have brick and mortar shops. You have already taken a big step opening a physical shop in a time where the ecommerce environment is dominant. You understand the value of face-to-face interaction with your customers. This helps you maintain a much more personal relationship with them. The place where you interact with your customers the most is your point-of-sale station. You can choose the hardware that is most convenient for you. It can be based on the number of devices/machines you need and where you want to place them. You can choose between a tablet and a computer/laptop. This hardware then defines certain aspects of how the software will function/or the interaction agent of the software: mouse or touch. Now let’s look into a software that can help you better your POS station interaction: a retail portal that is a customer portal solution. Not only does it enhance your customer relationship, but such a portal can also provid...