CRMJetty

WordPress is used by every third website across the world as a Content Management System. And Salesforce is one of the leading customer relationship management (CRM) platforms. Combined, these two can drastically improve your operations. With Salesforce’s tools, you can store and organize your company's leads and customer data. However, this data could be even more valuable when integrated with your WordPress website. Below are the six useful ways to synchronize your Salesforce and WordPress data.    Easy User Management To maintain a cohesive user data across your backend tools, it is necessary to sync them in real-time and the same goes for WordPress as well as Salesforce CRM. You can develop core WordPress functions, like site registration to create new leads in your Salesforce database. You can even sync fields between two applications so that your company departments can have access to the same data set. With the help of Salesforce WordPress integration , you can keep...

 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...

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...