CRMJetty

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...

Ever thought about how convenient it is that you can get all the details of purchase history when you log in to your account on any e-commerce store? If you had to drop an email every time you wanted to track your purchase, look at past orders or exchange a product, it would be cumbersome, to say the least. And this applies for both, the customer as well as an e-commerce storeowner. If you are a student and you want to access all your attendance records or assignment grades, would you rather email your professor or the institute? Alternatively, simply have all the details in one place, ready to access whenever you need? This is where portals come into the picture. These are two of the most common scenarios for which web portal solutions are already being used. There are plenty of other industries where web portals are used to enhance customer interaction with the brands. Web portals let a specific group of people or individuals get a specific type of access to the CRM m...

When you visit any website as a customer, you must have come across several statements like below: “To submit any product related query, you can contact our support team on this email id.” “If you need any additional information about our product, you can check out the FAQs page.” “Our support staff operates between business hours only.” In such scenarios, you might have felt overwhelmed. Because there were a number of ways to contact for a single query. In e-business when it comes to customer interaction, it is important to have an efficient and proper flow that helps the user navigate your e-store. And I am sure that you don’t want all the product, contact, services, and other new queries being flooded on single email id. The best solution for this problem is web customer portals. The portals help you to get rid of this chaotic jumble. They are the single click destination for all types of customer queries. When you consider any of the web portal solutions for your b...

If you have your own online business then you must be aware of all the endless responsibilities that come with it. The base of your business growth is how you handle all your current relationships and operations that comes with customers. CRM software helps many businesses across the globe to work on such operations and enhance the customer interaction cycle. CRM system is capable of streamlining your business operations in an organized manner. They provide you with all the required customers’ details whenever required. When it comes to accessing the same data in real time, your CRM system will need a solution which integrates with it easily and extend its functionality. A CRM customer portal is the ultimate answer. Let’s learn more about the same. About CRM Customer Portals It is a role-based system which let your customers and you access the CRM data whenever needed. Your customers can have their own account and within a few clicks, they can pass the message to you. On ...

Technology has penetrated most professions. Management is no exception. Any given company deals with customers, employees, and suppliers on a daily basis. As the company grows, managing all this human resource can be a hassle. Thankfully, we are tech-enabled civilization and by nature, we look for answers in technology. That technology, in this context, is portals. What is a web portal? A web portal is a web-based solution that provides a single point of interaction to various people who are involved with a business. By an extension of the definition, one can say that a portal enables the sharing of relevant information with the relevant people. This improves the collaboration and communication between the concerned parties. The beauty of a well-developed web portal is that it integrates seamlessly with your website. This gives it the same look and feel and uniform overall experience. It helps keep things transparent and gives you better control over your operations. Ad...

“There is only one boss. The Customer.” A quote by Sam Walton says it all. Having your own business comes with endless responsibilities. But how you handle customer interactions is of utmost importance. It is a complex responsibility which involves various roles, obstacles, and processes which must work simultaneously. With the help of CRM technology, you can streamline your business operations and customer interaction to a great extent. A CRM software organizes your business operations by storing and providing all the required customers' details on time. But when it comes to managing real-time requests and queries of customers, CRM demands the solution that works with it in a simulated manner. To tackle such shortcomings, a customer portal fulfills the gap which integrates with your CRM & CMS. What is a CRM Customer Portal? A CRM customer portal is a junction between you and your customers. It provides role-based authorization. Based on that, your customers can le...

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...