CRMJetty

If you are a freelancer, your inbox never sleeps. Nor does your phone, or your messages, or you. You know exactly what I am talking about if you have ever answered calls from clients at 11 in the night saying that they can’t find a draft from the previous week. This communication and management gets more difficult when you have more clients. This is why you should take advantage of technology and invest in a WordPress client portal. It can be your respite from multiple emails and spruce up the way you manage all the projects that you are working on. If you don’t depend on simply email, then you have a document collaboration software, a communication software, file-sharing software and a completely different one for managing your contracts with each client. You can have all of it in one place. Let’s look at how a client portal can benefit you. Professional appearance: This client portal works in connection with WordPress so it can look like a part of your website with match...

SugarCRM is a popular name in the CRM industry. For anyone who wants an enterprise solution the first stop in the enterprise grade options is SugarCRM. Similarly, when it comes to Content Management Systems, the name WordPress is synonymous with it. So it is clear that it has a large market. When you are building a business, you generally look for tools that are established brands in the industry. If your business is an ecommerce store, then you must need both: a CRM and a CMS. But that is not all. You also need a customer portal to interact with your customers. Let us look a little more in detail as to what features you need to have in your customer portal: 5 Features of a SugarCRM Customer Portal: Data entry Data entry is an extremely basic task. But does that mean it is easy to do when there is a huge customer base? Not at all. A customer portal gives your customer the access to add in their information, like name, phone number, address, etc. These are basic details t...

For any business, their customers are their top priority. Making sure they get the right information at the right time to convert them into customers is very important. This generally means some of your staff will constantly have to work on client management, doing tasks that are mostly repetitive. However, there are tools available now that can do just that. CRM customer portals take the hassle out of repetitive tasks and making the process more efficient. Customer portal bridges the gap between the business and the customer with its robust functionalities. It also means that you can fulfill your customers’ basic requirements at all hours of the day without a staff that works at all hours of the day. Additionally, with good customer development company , you can have a customized customer portal which works according to your business flows & operations. Here are 4 scenarios where you can simplify your business operations with a CRM customer portal: ...

If you are in the business of ecommerce in any capacity, then you probably know that it is important to give access of your CRM to your customers, so that they can manage their wish list, orders, payments, as well as refunds and returns. Now, of course, there is no way to give direct access to the CRM. This is where a customer portal comes in. After all, a demographic based marketing approach is getting old now, with customers preferring a more personalized approach. Personalized marketing means that the customer will never miss out on deals and coupons for the things that they actually want. A portal makes it even better when it gives the ability to create wish lists and allows signing up for notifications. And for this instance, let us look at solely, Salesforce customer portal . Salesforce is one of the most popular customer relationship management tools. And its combination with the most renowned CMS WordPress would work wonders. So, let’s see what does a third p...

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...

CRM is a powerful tool. Since its inception, it has helped many companies gain insight into customer behavior. CRMs have a specific purpose and they serve it well. But they have a limited scope. That is why we need plugins. Plugins significantly increase the scope of the CRM. Perhaps the most important example of CRM plugins is a customer portal. New technology can be overwhelming. Because of this, it is easy to overlook a few details. Ironically, while using the CRM, sometimes you might end up overlooking the customer’s perspective. How does CRM affect the customer? When you think about it, you’ll find how perfectly the customer portal fits into this picture. The core function of a CRM is to facilitate orderly interactions with the prospects and clients. However, this is the era of self-managed customers, who can access the quotes, invoices & contracts with minimal involvement of your team. This is your average customer today. And to appease such a customer, you need a wa...

WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with their information in two ways. One, by signing up to the newsletter and two, by registering for an event. The task of your CRM is to collect that information and store the data at one place enabling you to keep it organized. However, if you wish to provide your customers with a more personalized browsing experience and boost engagement, you need to integrate WordPress and Salesforce in the best way possible. This can include anything right from plugins like Salesforce Portal for WordPress and apps to customized integrations. Let’s know about the aspects you need to consider in case you go for Salesforce WordPress  Integration : Integration through Apps Third-Party apps are a widely used option when it comes ...

An eCommerce business is no less than a small child. The keen interest and supervision on all your interactions with your business determine your success and roadmap. From managing store inventory, product orders to customer relationship management all of them are important business aspects. While there are a plethora of modern applications available to handle tedious operations like inventory management, shipments, returns, and so on, a customer portal plays a vital role behind managing your customer interactions. Customer Portals enable streamlined communication between clients and employees. Based on the purpose of your business, you can leverage the functionality of portals to improve the day to day interaction cycle between you and your customers. If you are using the most powerful & renowned CMS WordPress to run your website operations, then let's explore the ways a WordPress Client mangement plugin helps your business grow. We have explained some of the most commo...