CRMJetty

In 2023,   75.8 million Americans , or 28.3% of the population, volunteered with nonprofit organizations. This surge is a dual opportunity and challenge: How to involve and keep millions more engaged meaningfully? Salesforce is the backbone of many non-profit organizations to consolidate fundraising, donor relations, and program tracking. It’s a powerful system. But all too frequently, when it comes to volunteer management, teams are left with manual processes, spreadsheets, and scattered communications. They lack self-service signups, seamless scheduling, and real-time updates. They lack self‑service signups, seamless scheduling, or real-time updates. The result? Admin overload, frustrated volunteers, and programs that struggle to scale. The Hidden Gaps in Volunteer Management—Even with Salesforce Many nonprofits implement Salesforce, expecting a seamless volunteer management experience. It’s the industry-standard CRM, powerful, flexible, and trusted. But reality sets in quickly. ...

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...