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...

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...

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: ...

Let’s first clear the concept of Partnership Program: It’s usually a business strategy adopted by vendors and business owners where they create an additional source of income by joining hands with other vendors, business consultants, etc. who promote their products/services. Business partners or partnership programs stimulate growth. The only reason why so many businesses have partnership programs. The startup Rindagoc experienced 1,983% boost in overall annual revenue and 1,000% user growth within six months without any upfront costs. Almost all size of companies are turning to partnerships to help them expand their customer reach which eventually drives revenue. Considering another example that is Hubspot. It has one of the most successful partnership programs based on Saas model. Soon after the launch of its partner program, it generated an ample amount of monthly recurring revenue. With smart efforts and investment, the first quarter produced approximately 42% o...

‘Self-service’. The phrase itself means to serve yourself or to help yourself. That’s where the idea of a customer portal comes from. If you are a business that wants to provide 24*7 customer support without extending working hours or without hiring more support executives, then this is the tool you are looking for. A customer portal is a single point of interaction between customers and business. Let’s see how effective can a customer portal can be: The obvious benefit of a customer portal or a self-service portal for your business is the convenience it provides. Both to your business as well as your customers. If we talk about customers, the popular opinion is that they prefer the self-service option rather than having to have long & tedious human interaction. It helps to get faster solutions, and they don’t have to visit a brick and mortar store. This is why the best option is to provide your customers with online customer portal solutions. If we were to think based ...

Customer Relationship Management (CRM) is synonymous to the brand Salesforce. It’s the first name that pops up whenever there is any chatter about CRM. They have set the standard for the whole industry to follow. As of 2019, they will complete their two decades into the business. Two whole decades! One can safely assume they know what they are doing. Moreover, last year, it was the best company to work for , according to Fortune’s 100 Best Companies to Work For . So, you could only imagine the kind of talent working there to keep Salesforce at the top. Similarly, when you talk about Content Management System (CMS), people are bound to think of WordPress, a company that is five years junior to Salesforce but has a similar reputation in the market. Almost anyone who has ever wanted to set up a quick blog has used WordPress. Needless to say, it is equally popular as Salesforce, for what it provides to the users. Now imagine the possibilities with the combined power of Salesfor...

Ever thought about how convenient it is that you can get all the details of purchase history when you log in to your account on any e-commerce store? If you had to drop an email every time you wanted to track your purchase, look at past orders or exchange a product, it would be cumbersome, to say the least. And this applies for both, the customer as well as an e-commerce storeowner. If you are a student and you want to access all your attendance records or assignment grades, would you rather email your professor or the institute? Alternatively, simply have all the details in one place, ready to access whenever you need? This is where portals come into the picture. These are two of the most common scenarios for which web portal solutions are already being used. There are plenty of other industries where web portals are used to enhance customer interaction with the brands. Web portals let a specific group of people or individuals get a specific type of access to the CRM m...

When you visit any website as a customer, you must have come across several statements like below: “To submit any product related query, you can contact our support team on this email id.” “If you need any additional information about our product, you can check out the FAQs page.” “Our support staff operates between business hours only.” In such scenarios, you might have felt overwhelmed. Because there were a number of ways to contact for a single query. In e-business when it comes to customer interaction, it is important to have an efficient and proper flow that helps the user navigate your e-store. And I am sure that you don’t want all the product, contact, services, and other new queries being flooded on single email id. The best solution for this problem is web customer portals. The portals help you to get rid of this chaotic jumble. They are the single click destination for all types of customer queries. When you consider any of the web portal solutions for your b...

If you have your own online business then you must be aware of all the endless responsibilities that come with it. The base of your business growth is how you handle all your current relationships and operations that comes with customers. CRM software helps many businesses across the globe to work on such operations and enhance the customer interaction cycle. CRM system is capable of streamlining your business operations in an organized manner. They provide you with all the required customers’ details whenever required. When it comes to accessing the same data in real time, your CRM system will need a solution which integrates with it easily and extend its functionality. A CRM customer portal is the ultimate answer. Let’s learn more about the same. About CRM Customer Portals It is a role-based system which let your customers and you access the CRM data whenever needed. Your customers can have their own account and within a few clicks, they can pass the message to you. On ...