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  Self-service is the future of customer service, and businesses have started realizing it. Gone are the days where customers would have to call or email companies to register their problems and follow up on them until they are solved. Instead, businesses today look for customer service solutions that endow their customers with more flexibility and enhance their experience. Similarly, companies are also on the hunt for ways to automate their employee management and reduce dependency on emails, calls, or other manual processes. All in all, companies want to give their customers and employees the option of self-service. And for that, they need a self-service portal. When customers and employees get the solutions to most problems themselves, it won’t only help speed up the process but also reduce the burden on support agents. In this post, we are going to talk about the self-service portals for Dynamics 365. By the end of this post, you’ll be clear about Dynamics 365 self-service ...

  For any organization, there are various aspects that you need to take care of. And support service is an important one among them. When it comes to IT support services, case management holds great importance. What is Case Management? Case management (also referred to as a ticketing system) is a vital aspect of an IT organization. Case management involves providing customer service by handling the cases (or tickets) that customers generate. Case management happens when a customer encounters an IT issue or requests an IT service. The support staff then uses the case management software to optimize the customer experience throughout the resolution process. The IT support team takes care of critical case management key performance indicators (KPIs), including response time and resolution times. The service team may also need to maintain a knowledge base to compile common issues and reduce resolution time. Case management is important for an organization because inefficiencies ...

  The channel management process is a cost-effective way to expand a business globally by partnering with aligned organizations to sell your products and services. The channel management process involves some level of control over the performance of an individual or team as your partner. While managing these channels, there may be some challenges that your business may face to ensure a mutually beneficial relationship. If you are also a business looking to manage different channels, this post will walk you through the common challenges in the channel management process. You’ll also learn how to overcome those challenges in an effective way. Challenges of Channel Management Process 1. Channel partners are companies, not individual persons. While talking of management of employees, consultants, or contractors, there is some control over people. However, when talking about managing channels, the level of control is comparatively much lower. This is because it is an indirect sales ...

According to a survey by global statistics consolidator Statista, real estate website visits were more than   120 million   times each month. Another study, according to a 2019 National association of Realtor’s profile of home buyers and sellers, states that   52%   of buyers purchased on the internet. To put this in perspective, only 29% found the home they bought through their realtor, and 6% from a yard sign. The dynamism and interactive nature of the web have influenced every possible business domain. This includes the highly competitive real estate domain as well. The real estate industry has seen both individual customers and businesses line up to buy, sell, rent, or lease properties online. On the other hand, customers have become increasingly techno-savvy as well. They are choosy and require multiple options as far as seeking information from online sources is concerned. Property portals come to the rescue of real estate firms and help them address the ...

  Managing and maintaining records is always a tough and tedious task. But as the saying goes, 'There is always a solution for each problem.' Here, a Dynamics 365 portal is a solution that can resolve all of your small or big business problems. From gathering engagements to analyzing progress or managing inventories to track a shipment process, every work is possible to manage by a single portal. It is a combination of ERM and CRM applications. Here are some industries that benefit from portals. 1. Education Industry Education is not limited to only classrooms. Right? Now, we have shifted to online education. And we know how hectic it has become to manage everything online. So, to make the online student-teacher interface more easy and manageable, portals came in. They provide individual dashboards for each student to view their assigned projects, results, exam dates, information of courses and notes. Teachers can access features like tracking students' progr...

CRM stands for Customer Relationship Management. It refers to all the technologies, tools, and strategies that businesses use to gain new customers and retain existing ones. It also refers to the technology or platform that helps a business achieve optimized sales and business processes. A customer management strategy typically includes a lot of things. They comprise goals to enhance sales and ROI, create long-lasting relationships with customers, and boost customer retention. Overview of CRM Some businesses still maintain spreadsheets, inboxes, etc., to track customers and relationships with them. However, as the businesses increase in size, it becomes difficult for these systems to track these relationships. This is where a CRM system comes in handy and helps strengthen a customer management strategy. The main goal of CRM is to formulate a robust customer management strategy. Coming to what CRM software does, it stores and manages data from different sources and touchpoints. These to...