CRMJetty

Salesforce communities have transformed how organizations engage with their customers, partners, and employees. By providing tailored portals and forums, businesses can enhance customer service, streamline partner collaborations, and boost employee productivity. However, with multiple licensing options available—such as the Community and Community Plus licenses—selecting the right fit for your organization can be complex. In this type of scenario our  Salesforce Customer Portal  is the Savior. Understanding the distinctions between these licenses is crucial to maximizing your investment in Salesforce. This article delves into the various Salesforce community licenses, offering insights to help you choose the one that best aligns with your business objectives. Here is a simplified version that will help you understand better. License Type Purpose Key Features Ideal For Customer Community Basic customer support and information sharing. Access to cases, FAQs, and limited data bas...

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...

Salesforce as a CRM is exceptional, everyone knows that. But in order to truly harness the power of the CRM, you need to have a portal that can give a window for customers to interact with your business. And within that, a business needs to be able to configure custom objects within the portal to really get the most out of it. For the Salesforce Experience Cloud, the Customer Community license, Customer Community Plus Licence, Partner Community Licence, and Channel Account Licence all allow for 10 custom objects per license. Let’s look at how to configure Custom Objects for the Salesforce customer portal. Try It Yourself: 1. In your Salesforce org, click and select Setup to open Setup. 2. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box. 3. On the Object Manager page, click Create | Custom Object. 4. For Label, enter whatever you want to call your custom object. Notice that the Object Name and Record Name fields auto-fill. 5. For Pl...

In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management. Let’s first try and understand the offering of Salesforce’s NPSP .   Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution. What comes in this Salesforce Nonprofit Success Pack? Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonprofit to get started. ...

Extend the capabilities of Salesforce to your partners and customers, engage better, and streamline operations with PortalXpand.   With PortalXpand, businesses can get a platform to interact with their partners and customers. They can: Optimize business performances Manage updates via simple configurations with drag and drop feature Make required resources available to the stakeholders Customize the portal as per their requirements In this webinar, industry experts Jaykumar Jagani (Head of Products) and Ishan Shah (Presales Manager) will share their insights on how businesses using Salesforce can get more benefits out of their business by making their engagements with customers and partners more interactive. Key takeaways from the webinar Insights on the need of a robust portal solution How to overcome current business challenges How your business can transform using Portal How our solution can make a difference When is the Webinar? 28th September, 2022, 7:30 PM IST | 7:00 ...

  Nonprofits are the saviors of the people and nature that we abandon. They are the backbone of the people who need support. But even they need someone to back them up. Someone or something that can help them manage their funds, donations, and volunteers. That’s when we and our Salesforce NonProfit portal come into the picture. What is Salesforce for Nonprofit? Salesforce has been in the CRM game for a long time and is one of the most popular and advanced CRMs. They wanted to start an NGO-specific CRM platform, and thus Salesforce for Nonprofit was born. List the advantages of Salesforce for Nonprofit For any nonprofit, Salesforce has a great deal of advantages with Salesforce for Nonprofit. Its modules are specifically for NGO operations and therefore help streamline them. NGOs get a unified view of all their supporters and get rough data on them. This data can easily be translated into valuable information to get a much deeper insight into each supporter, campaign and funds ...

What thought/brand crosses your mind when you think about CRM and portals?  For us, it's always Salesforce. Not because they are in the industry for long and are widely popular. But they understand customers' pain points and needs. They also understand the business requirements and what solution can help them achieve profits. Salesforce knows the market. They launch products that would enhance customers and clients' interaction. They bring in products that complement their CRM. Mostly, those products are portals and communities.  If you know about Salesforce or have used it, you might know about Salesforce Customer Portal and the other types. You might be aware of their functionalities like that of a Salesforce Client Portal.  However, sometimes they can raise a question like which one to choose?  Should you go with a customer based or a partner one?  Hence, in this article, we'll discuss two types of Salesforce Portal, i.e., Customer and Partner. We'll als...

  Not every customer prefers interaction with customer support representatives. Some even wish never to call the team and ask for updates, support, or any other reasons. For them, calls, live chats, texts, and customer support are like stepping out of their comfort zone. And that's not the kind of dissatisfaction you would want for your customers. However, you can't make everyone happy. But you can always try your best by providing better customer service through a customer portal. Even the stats say that 75% of customers prefer a self-service system to be more convenient than talking to a representative.  Opting for a portal will not only benefit your customers, but even you will be at an advantage. By providing customers with a Salesforce customer portal, you can free your representatives of repetitive, unproductive tasks. Instead, they can focus on pressing services. Also, fewer support requests mean less investment in training the customer support team. Besides, it will ...

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 ...

  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...