CRMJetty

Salesforce is a well-known name in the world of CRMs, portals, and communities. We can’t deny that their products are world-class and provide organizations like yours an upper hand. And sometimes that can raise further questions like which portal to invest in? Should you be going with a portal or a community? We’ve already written a well-researched article on Salesforce Customer Portals Vs. Communities . Hence, in this article, we are going to discuss its two well-known portals i.e. Customer portal and Partner portal. And help you choose the right solution for your organizational needs. What is Salesforce Partner Portal? Salesforce partner portal allows partner users outside of your organization to login to Salesforce. It helps companies by empowering their indirect sales channel and this increases their ROI. Users of the partner portal have limited access to Salesforce and can only see the data of the modules for which they are granted access. With the help of partner relationship ...

  One common word you will be seeing everywhere is “Web Portals.” It is a web based platform. It provides employees, customers and suppliers with a single access point of information. It provides users with personal information i.e. employee training, safety manuals, or customer profile. It collaborates information and improves the way employees, customers and suppliers interact. Let's look at some of the examples of a web portal: Portal software brings data from many sources in one place. Then it shares it with different departments, customers, and suppliers. Below are some of the common examples of web portals: Sales Portal Job Portal Customer Portal Solution HR Portal Project Management Portal Matrimony Portal CRM Portal And many more. Each of these portals brings some or the other merits to the table. It eases business operations and interaction with customers. Thousands of companies have chosen portals as their go-to solution and provide a lot of benefits to them. Fol...

Four months into a pandemic, it would be funny if I said what everyone has already said. Times are tough, hold on to your businesses, and hope for something better. But we are not here to tell you that. We want to talk about how you can win and progress in the new normal world we have around us. For a while there, we hunkered down and held on tight to the things we knew and the things we are great at. Once we accepted that this is a much more permanent change in the way we think about the world, we changed the way we thought.   This is why after weeks of reflecting, strategizing and working on plans, we are happy to announce that CRMJetty is hosting a free webinar on Winning the New Normal with Portals! A webinar where we will be talking about how to innovate even in the face of pandemic and address some of the real-world challenges that you as a business owner might be facing or have faced in the recent days. Sounds like something worth your time? Save your spot! Here are so...

  CRMJetty, Biztech’s child company, is very happy to announce that our Salesforce WordPress Customer Portal Solution is now available on Salesforce AppExchange, a leading marketplace for providing enterprise cloud solutions. Our Salesforce WordPress portal is a popular portal solution for enterprise customers who are looking to enhance the ways they connect with and engage their customers. “We wanted to go the extra mile for clients and have them know that we adhere to the standards of the Salesforce marketplace and that our product is built keeping in mind all the necessary Salesforce regulations.”, said Maulik Shah, our CEO. The portal built on and for this platform has the capacity to serve your enterprise business requirements and comes with features like smart case deflection for quick help. Case management, personalized dashboard, extensive knowledge base, etc. which can business serve their customers better. Other commendable features of this portal are secure access to...

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, ...