CRMJetty

Nowadays everything and every business we interact with is through portals. Be it searching something via web or app. Your users’ first medium of interaction is a portal. There are various types of portals available like self-service portal, web portal, knowledge portal and many more. Many companies are growing solely by providing portals to businesses. In the current times they are very powerful tools to get users and interact with them effectively. Talking about web portal; let's first know what web portals are? According to LifeRay, “ A portal is a web-based platform that collects information from different sources into a single user interface and presents users with the most relevant information for their context. Over time, simple web portals have evolved into portal platforms that support digital customer experience initiatives. ” In simpler terms we can say, portals provide users with easy and curated access to company’s information. There are various types of web porta...

When we talk about CRMs or portals the first thing which comes to our mind is Salesforce. They are and have been ruling the industry for more than a decade now. The reason for their success is that they understand their market deeply and have been known to launch products that complement their CRM creating a perfect flow for customer communication for their clients. The complimentary products that we are talking about here are portals and communities. If you’ve been following Salesforce or have been using it for a long time now, then you might be aware of what they are, their functionalities, and how they benefit organizations. In this blog, we are going to discuss: - Types of Salesforce portals and their functionalities - Salesforce communities - Difference between Salesforce Portals and Communities - Which one to choose? Today almost every organization we int...

During the pandemic, a number of companies are struggling with how to pivot their business and how to stay afloat. The right question to ask, however, is how to help our communities. As a business, your thinking should be less about selling your products or services and more about helping people out. At one point, if your clients and customers can’t pay you immediately but need your help, they will remember your company and you for looking out for them when they needed it. This will forge a long-lasting relationship between you and your customers. Reaching out and asking questions about their needs will give you an understanding of how things are at their end and in the industry, as a whole. Even if the product they need is not yours, when you help them out, they will appreciate it. Be open to listening. If you understand the education sector, for example, create solutions that are accessible and inexpensive. Your business may be about smart boards in the classroom, ...

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...