CRMJetty

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. 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 your customers despite the communication channel. It connects everyone in the organization and helps your support team with all the information required to solve a case, including activity history and best actions. Before we begin with the benef...

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 modern and technolog...

 Microsoft Dynamics 365 is widely used because of its robust and effective features. Apart from almost ruling the CRM industry in the enterprise section, they are also ruling the portal industry and with every new release, they raise the standard of their product a little higher. Since every business now has a customer all over the world, it is important to make all communication channels, products, etc. support multiple languages. So, in this article, we are going to show you the steps to enable multi-language support in the default Dynamics portal.   How to enable multi-language support in Dynamics 365 Portal Let’s start with enabling the support first in a CRM application. Step 1: Go to Settings → Administration → Languages. Select the language you want to enable and click on “Apply”. Step 2: Now, enable the language of the portal. Navigate to Portals → Website → Websites. Step 3: Go to General tab → Supported Languages → click on “+.” Now select the language you wa...

  In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management.     Let’s first try and understand the offering of Salesforce’s NPSP . Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution. What comes in this Salesforce Nonprofit Success Pack? Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonpr...

Extend the capabilities of Salesforce to your partners and customers, engage better, and streamline operations with PortalXpand.   With PortalXpand, businesses can get a platform to interact with their partners and customers. They can: Optimize business performances Manage updates via simple configurations with drag and drop feature Make required resources available to the stakeholders Customize the portal as per their requirements In this webinar, industry experts Jaykumar Jagani (Head of Products) and Ishan Shah (Presales Manager) will share their insights on how businesses using Salesforce can get more benefits out of their business by making their engagements with customers and partners more interactive. Key takeaways from the webinar Insights on the need of a robust portal solution How to overcome current business challenges How your business can transform using Portal How our solution can make a difference When is the Webinar? 28th September, 2022, 7:30 PM IST | 7:00 ...

 To ensure your project requirements are fulfilled through a web portal, you must have enough features to help you with that. Custom web portals are the best way to have features that suit your business and customer needs, but some features need to be in your custom web portal. In this blog, I have mentioned some web features that guarantee your niche, business, and customer requirements are fulfilled. These features will ensure security and a top-notch experience. What Features Does Every Custom Web Portal Need? Starting from listing down the requirements to actually having them in your portal is a complex process if done without experts. At CRMJetty, we ensure quality services with suitable guidance from the beginning to serve you the best custom web portal with all features to ensure an excellent customer experience. Request a Quote Below are some ‘must-have’ features in your custom web portal curated by the company that aces at portal development: 1. Interactive Dashboa...

Have you heard about portals? They have been ruling and evolving for a long time. Businesses opt for it due to its dynamic features like self-service, data security, etc. But the search for the right tool is challenging. If you, too, are looking for a solution to automate your customer service and enhance the overall experience, then Dynamics 365 portal is for you. In this blog, I have written all the details you need to know about Dynamics 365 portals. Let’s start with the basics:   What is the Dynamics 365 Portal? Portals are basically websites that provide a tailored experience to your customers, partners, and employees. Dynamics 365 portal  directly syncs all the information from the CRM so that you don’t have to re-enter all the data. With Dynamics portals, you can enable easy sign-in, self-service, payment gateway, and much more for your customers. You can: Allow customers to help themselves find solutions to their queries through the self-service sector Enable smo...