CRMJetty

Millennials and Gen Z are a crazy bunch. And this crazy bunch makes up for 62.5% of the total world population . 62.5%. That’s more than half of the world’s population. So it is okay to assume that 6 out of 10 of your customers are either millennials or Gen Z. And if your product’s target audience lies between 25-35 demographic, then you have 10 out of 10 millennials or Gen Z on your hands. After constantly fighting with ‘n’ number of competitors, you manage to acquire them as your customers only to lose them for a silly thing like not having a self-service option. And it is not that hard to get customer self service portals right. And that’s what we are going to talk about in this blog. - Customer portal features - Customer portal best practices But before we get into the features, let’s first try and understand the role of customer self service portals in an organization. Be it a small or medium-sized organization or an enterprise-level, a customer portal acts as a bri...

With our latest major release of Dynamics WordPress Customer Portal v3.1, we launched SharePoint Integration add-on that would allow our customers to keep all their documents in sync on all the platforms; Dynamics 365, Customer Portal, and SharePoint. Pain Point: With our Dynamics CRM WordPress Portal, you could not store or manage the documents in an organized manner. You could just attach the documents to your “Notes” for a specific record. And knowing how document management is one of the most critical works for a business, we developed our add-on to add value to our solution. When it comes to documents, admin and users want to collaborate to manage and store the documents associated with specific records; for example, quotes, proposals, attachments, etc. With Dynamics 365, Microsoft has provided a variety of sub-products and Apps to facilitate most of the business requirements, SharePoint being one of them. By integrating SharePoint in Dynamics 365 , it will allow to...

Microsoft has been ruling the tech world for decades and has changed the way we work with computers. Probably, we cannot imagine the technology industry without them. They are also well known for their multiple products and services, operating systems, cloud computing services, CRMs, and many other products. Two of the well-known products of Microsoft among enterprises are SharePoint and Dynamics 365. These two products not only make carrying out tasks easier for the companies but also helps them streamline their operations. And in this blog, we are going to talk about how to integrate SharePoint with Dynamics CRM and how enterprises can benefit by doing so. First, let’s understand each of them in brief, and then we’ll discuss the steps for integrating them. What is SharePoint? According to Microsoft, “Organizations use SharePoint to create websites. One can organize, share, store, and even access information from any device. You can access SharePoint via various web b...

In this web portal vs website article, we are going to talk about small yet considerable differences that’ll help you choose the right one for different stages of your customer interaction. The main difference between the web portal and website lies with the access your customers have. Website is open for all and it fetches traffic from a lot of different sources, whereas a web portal is limited to your customers or your prospects or people who decide to create their personal accounts with you. Generally, your website is the gateway to enter into your web portal. Essentially, it’s not about portal vs website or the differences between them, it’s about creating a synergy around them to get the best of both of them. What we are trying to say is that you need both of them. But why do you need both of them? How will having different points of interaction help you acquire and retain your customers? Read ahead... The amount of interaction we have with the companies that make th...

Startup is the new way to do business across the globe. Governments are pushing and promoting young minds to start their own companies. From making special policies to organizing hackathons, funding to setting up incubation centers, organizing business meetups, government bodies are backing innovative ideas and businesses led by young entrepreneurs. In fact, big tech companies are also investing in small scale startup companies which help them to promote themselves better. Helping startups is a must as they face lots of challenges in setting up their businesses. But, there is one forever issue which these companies face and i.e. to gain and retain customers. We all know customers are king. Happy and satisfied customers help you bring more customers and grow your business. Remember, getting customers is not just about contacting them; it's about connecting with them. There are many ways of getting customers but having a web portal is the new way for upscaling, enhancing, a...

In December 2019 the unknown and unseen virus hit us. In early January WHO declared COVID-19 a pandemic and we all went into our homes by March. This resulted in loss for many companies and many of them had to lay off their employees . It made many people hunt for new jobs be it full time or part time and some even turned to freelancing. Becoming a freelancer is not only helping them but it is also helping companies to run their businesses easily. But freelancing has its own difficulties. It's very difficult to manage household chores as well as produce quality work for your clients.  Once your work starts speaking and you start getting more clients then it becomes difficult to manage clients as well as work in the middle of a crisis. Let’s understand how easy it becomes to manage your tasks and streamline your operations using a web portal:  Streamlining operations: Web portals make it easy for you to maintain the workflow for each of your clients. Your cl...

Media plays a powerful role in the 21st century. The rise and evolution of how it works, what it says, the narratives it chooses and abandons are a topic of discussion within and outside of the media industry. Earlier, what used to be largely two separate groups, that of media and news, is now much more complicated and intertwined. One of the common ways to address this middle ground has been news media. This is not to say that this complication is bad or negative. Just, occasionally messy. Managing one of these, is of course, messier than it looks to the consumer. Let’s look at how certain tools can help you manage a media conglomerate. Monetizing the platform First, if you’re going to have a free model for consumers, you will need to monetize your business with ads. Or you will have a subscription model. Or you will have a mix of both. The thing to focus on is your ad platform. You have to have ads that are relevant to the topics and categories you generate news around. Th...