CRMJetty

Call customer support and wait in the queue to get answers! Customers don’t like to wait to get answers to small queries and doubts. Calling might still be okay for complex queries, but otherwise, customers like finding answers rather than contacting customer support for every request. That is why modern businesses emphasize quick service delivery and ready-to-access information via online portals. Such an online help portal would enhance customers’ experience and optimize support operations. In this blog, we will further examine the value of an online help portal and how one can be set up using Salesforce, the world’s number one customer relationship management (CRM) solution. What is an Online Help Portal? An online help portal is not just a contact form on your website. It is a whole platform where customers can get information, troubleshoot issues, and even contact support personnel at their own convenience if required. This portal enables self-service via knowledge bases, FAQ sect...

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...

Today using self-service portals is a basic need for any company. Here the size of the company and customer base hardly matters as they are need of the hour. Confused and thinking why do companies need self-service/client portals? Companies can use such portals to enhance their brand image and provide impeccable customer service. Portals provide instant access to data, personalized dashboards and save time and resources of any organization. Self-service portals are the first line of support for customers. It empowers them to resolve their issues, request access, etc. on their own. Without having to wait for a reply from customer support. These portals are one of the best ways to reach out to new customers and to boost and improve existing customer relationships. Let's dive deep into the benefits of using these self-service portals: 1) Reduces Customer Service Cost We call them self-service portals for a reason. Your customers can resolve issues on their ow...

Website owners use self-service portals widely. With them, you can provide better support services to your customers. It is a critical part for any company as customers might need it anytime when using your services/products. And with portals it becomes easier than ever to assist them on-time. Let's see how self-service portals can make your customers' life much easier: Thanks to technology, most of our operations are dependent on technology. Whether it is shopping, whether it is for clothes, furniture, medicines, food, or electronics, customers prefer online stores over going to an actual shop. This has made it all the more necessary to provide the support they need. For instance, if you are a store owner of any fashion brand, your website has all the information about clothing items, discounts, new trends, available sizes, etc. And this store is global. Hence it might be difficult to provide support across time zones. You have to hire support staff that can work...

Having a retail shop in this e-commerce era can be a little overwhelming because of the monstrous competition. But when you have one it is important to build relations with customers for maximum retention and success. Do you know when you can communicate the most with your customers? Point of Sale , yes you heard it right! At the time of billing, you know about their shopping experience and other interests. You also learn what other things they expect from your store. On the other side to serve them better, a portal can help enhance their experience. It provides transparency and increase the overall efficiency of your retail business. You can opt for Sugar CRM WordPress Customer Portal if you use WordPress as your backend. Let's discuss what other things you can provide through portal and how it helps you to manage and grow: Customer-Centric Flow: It helps you grow your customer base. Your customers can get special benefits like first access to the product, easily kn...

The financial exchange has been a reason for a lot of issues. People born after WW2 see how it functions and how to exploit it. Or then again when to evade it out and out. At the point when organizations dispatch their Initial public offerings, the open gets an opportunity to contribute. This expects them to access organizations' offers to assemble their very own arrangement.  Stock Exchanging: Your Entrance To The Market  That is the place an offer broking organization comes into the image.  As an organization that handles cash day in day out, you have to mull over a lot of things. In any case, one of the significant interesting points is the product you are going to utilize.  You have in the first place a CRM. Presently, obviously, this should be a multi-layered CRM of a venture level. The perfect decisions for long haul scaling are Microsoft's Elements 365 CRM and Salesforce. You can likewise begin with a little scale CRM like SuiteCRM or Sugar. ...

Our customers value their time and energy. And if they are shopping from your website or store, you should value it too. This is where the concept of self-service comes in. Your customers can handle certain parts of the shopping and maintaining processes themselves if you equip them with the right tools. A software solution is the way to go. You can have a Salesforce self-service portal or any CRM self-service portal in connection with your store. This way the customers can find whatever they need whenever they need it without having to rely on anyone. Let's look at some of the features: • Cost-effective: Software solutions run round the clock without the need for constant human interaction. Your Salesforce customer portal would also be accessible by customers at any time of the day. This means that your customers will get the assistance they need without you having to employ people in more than regular shifts. This can save you money in the long term and your regu...

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...

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...