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Showing posts with the label Salesforce Portal

How Universities Can Use CRMJetty Salesforce Portal to Deliver a Seamless Admissions Experience?

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Universities are competing for students like hungry seagulls fighting over the last French fry at the beach. Yet their admissions workflows move more slowly than a snail on sedatives. Welcome to 2025, where students can order groceries with their voice, but still need to email PDFs of their transcripts, as if it were 1999. The irony burns hotter than a laptop running twelve browser tabs of application forms. CRMJetty can change this narrative completely. We eliminate the endless “What’s my application status?” emails that flood admissions teams. Our solution transforms those spreadsheet-juggling finance departments into streamlined operations. We make the student enrollment portal as user-friendly as your favorite shopping app. Our platform ensures uploaded documents never vanish into the digital void again. We bring true education workflow automation to every campus we touch. With CRMJetty’s  Salesforce student portal , the entire onboarding journey — from document upload to final...

From Signup to Service: Streamlining the Volunteer Lifecycle with CRMJetty’s Salesforce Portal

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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. ...

Empowering Customer Service With Salesforce Help Portal

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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...