CRMJetty

If you have a business, it means you need to have smooth and clear communication.  You can keep the communication intact through a live chat system. Otherwise, you can implement a ticket system, where customers can raise tickets for queries and wait for the reply.  You can also dedicate a separate team for customer support. There are several options on hand. However, the best option would be to set up a WordPress customer portal. A customer portal would allow easy sharing of documents and other relevant information between customers and businesses. Want to know more about it? Alright! Let’s see how this WordPress client portal can do all the communication work.  What is a client portal Before we dive in to know about the perks of a WordPress customer portal, let’s first understand the meaning of the client portal. A client portal is a platform where your customers can access their details and share important documents with the organization. It allows customers to i...

Being a freelancer is cool but comes with a lot of responsibilities and constant changing requirements to fulfill. Your clients reach out to you any time of the day. This makes you available on calls and emails round the clock. Many times it becomes difficult to have proper personal and professional balance. To manage all this as a freelancer let’s see the top seven ways a customer portal can help you in your work:    Professional appearance: The portal plugin works with your WordPress website. With this plugin, their requirements are better managed and so is their communication with you. Your brand appears more put together and streamlined to your clients.    Speeds up communication process:   Now with the help of portals you don’t need to look up old emails every now and then. You can just search any emails in the portal itself. With the customer getting direct and real time access to the work, it eliminates the need for emails and calls for updates....

Customers, the one and only boss for any business. As an owner of a company you will have many responsibilities. But, interacting with customers is crucial. Simultaneously, it is difficult to handle complex situations which involve various roles, obstacles and different processes. With the help of CRM technology, you can streamline your business operations and customer interaction. CRM software helps you organize your business operations as it stores and provides all necessary customer details on time. But, when it comes to managing real time queries of customers, CRM needs a solution that can work seamlessly. During such time, WordPress client portal comes to our rescue. It fulfills the gap and easily integrates with your CRM. So, what is a portal? Let's put it simply, it's a connection between you and your customers. It is a role-based authorization. On the basis of this authorization your customers can have easy access to CRM’s data whenever they want an...

Do you remember the days when ordering food was a newly introduced concept? Yes? What came to your mind? Mobile applications? Nope. That’s not it. Let’s backtrack to the beginning of the food ordering and delivery industry. Phone calls. Yes! We used to order food over phone calls. Ask all the 90’s kids. They know the struggle. It was quite real. Where do you think the term Hangry came from! Well, before mobile apps took over, we used to wait for good 45 mins to an hour if not more just for a single dish. There were yellow pages involved, a lot of back and forth, waiting, bad food, some yelling, and plain dissatisfaction. And the problems would still exist. Like returning that order or food, asking for your money back, and then going through the same process again because you are still hungry. Remember? At that point, it was natural to feel the need to never order food and just make an effort to go out if craving anything specific. But, now th...

Before we start with the Salesforce customer portal, let’s explore all the types of Salesforce portals, their differences, and their use case. Types of Salesforce Portals Salesforce offers three types of portals that have different use cases: - Partner Portal - Self-service Portal - Customer Portal It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal. Let’s look at the difference between them. Difference between Customer and Partner Portal The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data. Compared to this, a customer portal works as a platform for your cu...

WordPress Customer Portal, WordPress CRM Portal, WordPress Portal Remember when you were a kid and tried to learn how to ride a bicycle? And then there was no stopping you. How you didn’t want any support from your parents and wanted to do it by yourself?  Why? Because riding it, on your own, brings a sense of independence, determination and an achievement that you can do something on your own.  That’s the exact same thing your customers wish. Most of the tech-savvy people in this “I can Google it” era want to do everything by themselves. Even the product/service support that you want to provide. They want to learn and explore your business products or services on their own. That’s one of the reasons why client portal platforms are popular among most B2B as well as B2C organizations. According to a research, 89 percent of US customers wish for brands and organizations to have an online customer support portal. Why? As mentioned above, your custom...