CRMJetty

What thought/brand crosses your mind when you think about CRM and portals?  For us, it's always Salesforce. Not because they are in the industry for long and are widely popular. But they understand customers' pain points and needs. They also understand the business requirements and what solution can help them achieve profits. Salesforce knows the market. They launch products that would enhance customers and clients' interaction. They bring in products that complement their CRM. Mostly, those products are portals and communities.  If you know about Salesforce or have used it, you might know about Salesforce Customer Portal and the other types. You might be aware of their functionalities like that of a Salesforce Client Portal.  However, sometimes they can raise a question like which one to choose?  Should you go with a customer based or a partner one?  Hence, in this article, we'll discuss two types of Salesforce Portal, i.e., Customer and Partner. We'll als...

Serving customers with a hassle-free solution that solves their queries, manages their orders, and helps carry out other activities is the key to keep them happy. One that is essential.  After all, it's the customers that make up your business. It's necessary that you fulfill their demands, provide exceptional service, and solve their problems.  If they like your service and products, there are high chances of them returning back to you. If they don't, you might lose a customer.  So, the question is, how can you provide them with a better service and quality products? Web Portal Solutions!  A web portal can act as their self-support and your digital support team. It can help you provide your customers with the best services and support without a human support team. Let us see how.  Increase Customer Retention With a web portal, you can create support tickets, live chats, and schedule appointments with customers. Customers can learn about their order and ...

Portals have become an indispensable part of the business. They allow employees, members, and customers to achieve their tasks and interact with the business. They also help everyone to be self-sufficient and stay up-to-date with the latest news and updates. And that, too, without external support. But do you know there are different companies and types of portals to choose from? For instance, you can select a Dynamics 365 Portal or a Salesforce Customer Portal.  Next, depending on the audience, you can choose a particular type. For example, you can select a Dynamics 365 customer portal for customers. You can then decide the services you want to provide. Some of those include support for issues, search knowledgeable databases, collaborate with teams and communities, or learn more about products and services.  If we talk about Dynamics 365, it has five main types of portals. You can choose one based on your use case.  Here’s a breakdown of the different types of the Dy...

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points.  Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision:  Customer Self-Service Portal Employee Self-Service Portal Community Portal Partner Portal Field Service and Project Service Automation Portal   Major Types of Dynamics 365 Portals Customer Self-Service Portal Customer Self-Service Portal helps you guide your customers even when you are not sitting at your desk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff. The basic availability of a webstore being 24/7, support or assistance should also be available 24/7.  Such a self service portal encourages problem solving by providing relevant solutions without the intervention of your staff. Thi...

When was the last time you visited a travel agency office to book your travel ticket? Or to understand holiday packages to pick from? Well, I am sure it was a long time back when the online travel business was in its nascent stage. This was a time when it wasn’t widely accepted and popular because people had apprehensions about such transactions being fraudulent. Well, that time has passed and the online travel business is a thriving industry today. Big players like Airbnb, Expedia, Booking.com, etc., have revolutionized the travel industry. They have made online travel services reliable and secure and therefore gained people’s trust and support.  After a drop in 2020 due to COVID-19, the online travel agency sector worldwide is forecast to snowball again. According to Statista, it is forecast to touch $ 820.18 bn by 2023. It is clear that the online travel business is a booming industry and will continue to be so.  Rising to the occasion, even small travel agency owners a...

Customer satisfaction is one of the top priorities of all businesses. To enhance customer experience, there should be a way to enable them to serve themselves. Customers and clients should be able to find the required information or solve their problems before seeking help. This is where a customer portal comes into the picture. If you are a business owner, you should pick the best client portal software suitable for your business requirements.  In this post, we’ll walk you through the advantages of a customer portal. We’ll also explain how we can help you build the best client portal software for your business with our portal development services.  Benefits of a Customer Portal High Levels of Customer Satisfaction  A customer portal helps personalize the customer experience by letting you address each customer by their name at the time of log-in. By providing easy access to the information they need, you can engage them better.  You can let customers view their...

Websites are the face of your business but maintaining that face requires a customer portal. Simply having customers be interested in your business is not enough. You have to have a way to be able to solve their issues, assist them and retain them in, long term.  Dynamics 365 customer portal can do that when you a 1000 customers and when you have 100000 customers. For you to run your business, you need tools that can bring you this much versatility and scale.    A great website, portal, or business needs much more than just good design. It needs a design that is equally functional. Dynamics 365 customer portal can give you that functionality with features like secure sign-in; roles-based access, drag and drop page builder, entity management, ready to use widgets and more. What is a Dynamics 365 portal? Dynamics 365 portal that is built on Dynamics CRM has an advanced content management framework. This framework allows you to surface expose and capture customer data. T...