CRMJetty

Issues such as dealing with customer support and regulatory agencies are well-known. As we know, no one likes endless forms, long waiting times, and queues. And if you think that only customers are frustrated with this process, then you're wrong. Even businesses like yours have to cope with streamlining processes and applications. Thanks to technology, you can now digitalize customer support. And portals would make it much better. You can manage your customers' data and even streamline your entire process. However, you would need a practical, easy-to-use solution. A solution such as a Dynamics 365 Portal. It would make all your tasks like cases, documents, accounts management seamless. And not only the process, but it will also keep records in detail. Let us check out the features of the Dynamics CRM Portal. 1. Easy Configuration and User-Friendly Dynamics 365 Portal expands the functionality of MS Dynamics CRM. In addition to compact layouts, it consists of organized ...

Partner relationship management is a collective term that refers to a set of strategies and techniques that mostly B2B organizations use to streamline relationships with their marketing partners and selling partners. Partner relationship management can range from a simple approach to managing co-marketing relations to even more complex programs that include data management and more. As the business grows in size and the number of partners increases, partner management via CRM can become tedious. This is where a PRM portal comes in handy and helps you make your partner management seamless and efficient. First things first, let’s start with the basic definition of a PRM portal. A partner relationship management portal, or PRM portal, is a web-based application. It provides your channel partners with access to various resources, including sales and marketing info, product info, training and certification, lead management tools, performance management tools, and more. If you are also a B2B...

  If you have to measure your business performance, how would you do that? There are several parameters that you can quote like customer base, volume of orders, total sales, etc. but is that all? Nope, it isn’t because it is lacking one of the main parameters to assess where your business stands. That parameter is finding out how your customers perceive your brand. One of the best ways to find your brand’s perception and customers’ satisfaction level is tracking your customers’ complaints. You should have a way to handle issues pertaining to different parties including customers, vendors, partners, etc. Customer complaints are one of the most important issues among all and you should always take them seriously and address them at the earliest. This post will walk you through the meaning, reasons, types, channels of customer complaints, and more. What are Customer Complaints? Customer complaints are the customer’s way of expressing their dissatisfaction towards your product, se...

  As a business grows in size, managing operations can grow more complex. Switching between interfaces to view CRM entities or checking customers’ details in CRM and updating them isn’t feasible for large organizations. It not only consumes more time but also increases the chances of inadvertent errors in data updates. It also doesn’t let an organization’s owner decide who can access what and can compromise security as anybody can access anything. This is where a centralized view of all the CRM data comes in handy. And a portal makes it happen. If you are also a Dynamics 365 owner and are looking to bring efficiency to your business operations and management, this post is for you. PortalXpand is our ready-to-integrate and fully scalable portal that you can customize to fit your business requirements. It provides easy and seamless synchronization between your Dynamics 365 CRM and portal. Why PortalXpand Can be Your Ideal Portal Solution? PortalXpand is a self-configurable Dyna...

Your vendors and suppliers are crucial to ensure the proper procurement of products and services for your business. Proper vendor management practices contribute to long-lasting relationships with your vendors. Working in sync with vendors helps you fulfill your goals and achieve success faster. Ideally, effective vendor management aims for a win-win situation for both you and your vendors. Earlier, vendor management would mostly depend on manual onboarding, and management of vendors’ information. The best companies could do was use phone calls and emails to manage vendor-related operations. Then came the B2B vendor portal, a pioneering technology that not only simplified but also automated the vendor management process. Almost all the companies today are switching to a B2B vendor management tool to manage vendors and supply chains. If you too are looking to enhance your vendor management, here’s your post. This post will walk you through the meaning of vendor management, its import...

  Portal is a website that provides single-point access to applications and information. It not only helps in selling or ensuring an online presence but with many other purposes. Different websites having different purposes are built with varying approaches. For example, if you need a web portal to help you sort customer queries, you have a support portal. If you want to allow your partners to manage their activities, you have a partner portal. Similarly, the extent and use vary from industry to industry.  However, the best thing is you can approach a custom web portal development company and customize your portal as per your needs.  An online portal can be convenient for different industries.  Let us explore the industries that can benefit from web portal development services .  Education The education industry has a centralized database that holds information on the teaching staff, administrative staff, students, and everything else. A web portal could gi...

Until a few years back, companies would hire a big workforce to handle their business aspects. Be it finance, customer service, sales or any other department; most of the tasks and processes would be manual. With technological advancement, the landscape of the corporate world has changed dramatically now. A corporate web portal is among those few path-breaking digital advancements. If you are also a business owner looking to integrate a corporate portal, this post has it all that you need to know. Learn what a corporate web portal is in detail, its types, objectives, and more.   First things first, here is the detailed concept of a corporate portal. What is a Corporate Web Portal? Before understanding what a corporate web portal is, there is a need to understand what a web portal is in detail. A web portal is a web-based gateway that provides authenticated access to an organization’s data to different parties. In other words, a web portal is a web application that you embed i...