CRMJetty

Every day, thousands of businesses worldwide are boosting productivity, saving costs, and earning better returns by moving from paper-based systems to paperless digital solutions that amplify the daily grind. Document management systems can easily integrate with your existing solution and improve workflow efficiency. But that’s too ‘90s! Integrating multiple third-party solutions and configuring them to work together creates chaos and might slow down the ERP solution. On top of that, these legacy systems can result in compromised security, compliance risk, unorganized databases, cluttered network drives, etc. Even amidst all these challenges, managing documents is essential, and going digital is the only solution. Using a customer portal for document management in Dynamics 365 is one of the best options. In this article, I will explain why. You may think – why not integrate Dynamics 365 rather than a customer portal. I will answer that too in a proper way. Before that, let’s look a...

“Alone we can do so little, but together we can do so much” – Helen Keller. This is the motto of businesses today. We are likely to see every business using a partner portal to automate their engagement process in this digital era. However, too often, partner portals fail to deliver the core promise because they lack important features. What are they? How do we know partner portal best practices? Both are fair questions, and in this article, I will try to explain those in a structured way. What is Partner Portal A software that helps your business partners collaborate and communicate. Simple, right? Well, a partner portal is complicated, just like your partner ecosystem. You may have partners from different regions, though selling the same products from one vendor. They may differentiate themselves in various aspects such as their selling scale, reach, business planning, marketing, sales, incentives, etc. A partner portal figures this out and serves them in the best way possible. I...

Since the pandemic has turned every one to work remotely, the need for an online presence has increased. With that, it has become important for businesses to look for web portal software that will allow them to automate tasks, track operations, and significantly increase customer, employee, and partner engagement. But what type of web portal do you need? What will be the development cost? What factors affect the cost? This article will cover web portal software, including types, development methods, functionalities, advantages, etc. Before that, let’s see what an online web portal is and how it differs from a website. Most people still use the names interchangeably as if it’s the same. What is an Online Web Portal? A web portal provides a single point of access to various information. You and users can consider it as a library of personalized and well-organized content consisting of company articles, products information, vendors and suppliers lists, and more. A web portal software...

  Are you starting a B2C business in 2021? You need a digital presence. The B2C market is expected to reach $4.01 trillion in 2021. You can’t expect to reach this demand if you don’t have a B2C portal to handle your business operations and customers. In today’s world of instant solutions and fast foods, customers want instant answers. B2C businesses need to adapt to this changing customer demand and behavior. They need to bring in self-service for customers to handle their activities. After all, that’s what 89% of the US customers expect from businesses. With B2C portal development, businesses can increase profits and drive growth. Though B2C portals are not limited to customer support, they can enhance customer experience with streamlined management. Let’s see how B2C portal development can set up businesses for long-term success. B2C Model: Overview B2C stands for “business to customer.” A B2C business sells products or services directly to the customers—for example, an o...

For personal insurance, do you tend to call someone or lookup on Google for the answers?   It's Google, probably! Because it's easy and convenient to find answers and solutions rather than asking for help. We expect round-the-clock service, which is not possible in a traditional approach. Technology has transformed convenience into luxury and is now a necessity. Insurance brokers need to embrace technology to stay competitive in the digital environment. The key is to bring a solution like a Salesforce broker portal that helps brokers know when an existing customer has a policy in another line with them. Broker portals boost brokers' efficiency, enable mobility, and enhance customer experience. With the help of Salesforce broker portals, insurers can create personalized offers tailored for individual customers by analyzing their surveys and other open data. The right solution can help protect backend operations and streamline frontend operations to ensure a 360-degree vie...

  With the implementation of technology for healthcare records, patient portals have become incredibly popular in the past few years. Healthcare organizations are looking to find the best patient portal development companies to develop one, irrespective of their size and specialty. You can think of patient portals as the Swiss Army knives of medical software. They’re unbelievably versatile. Patient portals are usually used to improve the quality of healthcare provided to the patients. It enables better communication between physicians and their patients. It helps build a better patient-physician relationship and gives the patients more control over their treatment. Patients can have information whenever and wherever they need it. They can check lab results, prescriptions, update insurance information, manage unpaid balances, and more. According to a survey,  90%  adoption of patient portal software in healthcare is the major means to keep up with the health metrics. ...

  What does great customer service mean to you? It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly. "Please hold while we transfer you. You are valuable to us." This is not what they like to hear. No one wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds. So, it's essential that you provide them with instant replies, which is challenging as customers prefer different channels for support. They may start their request via phone or call and then move on to other channels. So, it's essential that you provide them with instant replies, which is challenging as customers prefer different channels for support. They may start their request via phone or call and then move on to other channels.Hence, you should integrate a Dynamics 365 Case management solution that ensures a seamless experience for you and y...