CRMJetty

  or exceptional customer experience it is imperative to provide prompt response to your customers. To achieve that, organizations are providing the option of self-service to their customers. Statistics reveal that 67% of customers prefer serving themselves than talking with a customer service representative.   Considering this very idea of self-service, we will be discussing how Dynamics 365 portal can help you bring more efficiency to your business operations. An outline of all the topics this post covers: What are Dynamics 356 Portals? Dynamics 365 Portal for different user groups Is PowerApps the one and only solution? Ummm.. Maybe not! Meet PortalXpand: Robust features, sleek interface; at an economic price What are Dynamics 356 Portals? I know there’s no point telling you the whole story, but just for the record. Dynamics 365 portals are websites that extend the functionality of your Dynamics 365. Think of them as a booster dose. It’s only going to be more helpful...

  Note: This post is for any B2B finance brand or a direct customer in the finance industry. This post highlights some of the common challenges that a direct customer might face and how they can be solved using a finance portal. For many years now, the finance industry has been undergoing a fundamental shift. Digital transformation is changing the way businesses and customers interact with one another.   Everything is shifting online, be it payments or communication. Innovations and trends are emerging in the industry. Businesses are doing their best to keep up with customers’ expectations and deliver seamless experiences. Understanding your customers’ pain points will help you best cater to their requirements and give your business a competitive edge. Critical areas, which, if kept unattended, can put off your customers A. Customer support You will agree that customer acquisition costs in finance are higher than in other industries. Did you know acquiring a customer can...

  “Companies that fail to invest in vendor relationship management to analyze risks and prevent failures in the first place lose sales, revenue, and market value.” J.M. Smuckers ’ Brand failed to invest in vendor management, effective risk assessment, and proper vendor diligence. The result was a failed product and customers’ trust, which caused them a loss of $400 million in the market value. Why do you think it happened? Because of the failed vendor management process. We often think collaboration, knowing vendors, and strengthening relationships do not affect the business whatsoever. However, it helps to know more about vendors and ensure they deliver quality products and mitigate risks.     Vendor management is crucial, but all vendors are not the same. They may have different requirements and might follow diverse processes. Hence, traditional vendor relationship management practices won’t be effective. To strengthen vendor relationships, you need to implement a mo...

  Access management is a crucial part of any business. It provides improved security but mitigates threats. As your organization grows, you need to provide multiple logins for high-volume users. However, managing high volume users in the Salesforce customer portal is a big challenge. In this post, we will cover all the aspects of understanding high volume customer portal users and how having a custom Salesforce portal can help you easily take care of high volume users.   What are High Volume Customer Portal Users? These users, basically, are portal users with limited access. These users will not have complete access, whether accounts, objects, or records. They are important for an organization that has thousands of portal users. High volume customer portal users include both high volume customer portal and authenticated website license types. Compared with other portal users, high volume customer portal users do not have roles. This further helps eliminate any kind of pe...

Only some businesses have realized that partnership is the key to upscaling their business in this competitive landscape. But when it comes to partnership management, it’s essential to know that not all strategies can spur impact or get the desired result that you may be working to achieve. Effective partnership relationship management is crucial for promoting products and building strong relationships. Many successful brands, including Microsoft, Hubspot, and Salesforce, have achieved tremendous results via channel sales and PRM. Amazon Web Services is one of the leading examples of having strong partnership management skills. Another brand that outshined with channel partnership was Zoom. They reported that channel partners in Japan contributed to 40 percent of their Japanese business. 70 percent of their US Federal Government business was due to channel partners. So how do you think all this was possible? The answer is strategic partnership management. Businesses have realized th...

Customer service and marketing are two important and distinct departments of any business. The two departments are very different from one another. While one focuses on improving the experience, the other focuses on increasing sales. However, in the era of social media and online reviews, businesses realize that the unification of these two departments is essential to achieve goals faster.   The unification of these two departments solves age-old problems. It keeps the customer service team updated about the promotions that the marketing team advertises. The marketing team is well aware of the customer service problem in the area they are targeting. This is on the human level. Wonder what you can accomplish by integrating a self-service portal with a marketing module? The result will be remarkable. Hence, in this article, we will discover how businesses can integrate Dynamics 365 Marketing module with their Dynamics 365 portal . What results will it yield? Whether it’s the right ...

  As a writer, I like writing about portals and how self-service changes how we approach business. As a customer, I like that we have a self-service option. It’s not that I have any problem asking for help from support reps. Waiting on calls for hours or a reply email is too much for me. I prefer solving problems on my own with the help of knowledge base articles, videos, and more. While it gives me complete control over my activities, it also challenges me to learn and grow by tackling complex problems independently. If that’s not a success for me as a customer, I don’t know what is! I am not the only one who prefers self-service. According to Statista, 88 percent of customers prefer self-service over talking to customer support representatives. What would you do if customers don’t want support reps as their first line of support? How will you provide effective support? The answer is a customer success portal . This tool makes it easy for customers like me to find solutions in ...