CRMJetty

Managing KYC document submission can feel overwhelming, and we completely understand why! FinTech companies handling customer onboarding are generally stuck working with outdated email chains, unsecured file-sharing systems, and manual verification processes. Their teams rely on spreadsheets to track document expiry, scattered folders for storage, and constant follow-ups with customers who’ve submitted incomplete paperwork. Getting even a single customer fully verified means precious time wasted on back-and-forth emails. And this is where the need for a better solution emerges. We know that FinTech firms worldwide aim to provide their customers with a secure KYC portal that enables them to submit documents seamlessly. Additionally, they are always hunting for the best tools to provide instant visibility into verification progress while automating document routing and submission workflows. The actual verification—OCR checks, biometric validation, and liveness detection—runs through thir...

Are you managing several franchise locations across different regions within your existing Salesforce system? We get how difficult that can be! You are mostly juggling sales numbers and keeping tabs on inventory. Or you are fielding questions from franchisees, or maybe trying to stay ahead of compliance deadlines. And somehow, you are doing all of it while bouncing between a million different tools. One thing’s in your email. Another’s buried in a spreadsheet. Maybe you’ve got a couple of software platforms running too. And what do you get? Constant delays. Numbers that don’t match up. Zero clue what’s happening in real time. When your information is all over the place, headquarters ends up stuck putting out fires instead of actually running things. You miss performance red flags. Keeping your brand consistent across locations? That becomes more guesswork than strategy. But here’s what can change the game—a system that actually connects everything inside your Salesforce environment. CR...

We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs.  In Salesforce, Communities are designed to help organizations collaborate better with external users such as customers, partners, and even employees. Choosing the right Salesforce Community license is important because it can affect access, functionality, user experience, and overall cost. Picking the wrong license can lead to limited features, much higher expenses, and also to unnecessary restrictions. Let’s also break down different Salesforce Community licenses and compare how they work. Well will also analyze price variations and discuss the common use cases. This will make it easier for you to decide which license best suits your ...