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Dynamics 365 is a promising tool. But often, a CRM alone is not enough to have smooth workflows. This is where portal solutions come into the picture. Extend the capabilities of Dynamics 365 and lend a helping hand to your partners and customers to engage better and help optimize processes with PortalXpand.   With PortalXpand, you get a feature-rich platform to interact with and exchange information with your partners and customers. Things you can do: Configure the portal with drag-and-drop functionality Always keep necessary stakeholders updated with the right resources Optimize processes Customize the portal to meet requirements In this webinar, our experienced portal experts, Jinal Patel (Product Manager) and Ravi Barot (Business Development Manager), will walk you through the insights they have gained on how Dynamics 365 portal is a powerful tool for business optimization. They will show you how businesses using Dynamics 365 get to learn from their interactions with custome...

Microsoft Dynamics has gotten insanely popular, which is made pretty evident by the high demand for Microsoft Dynamics 365 Developers. Companies of all shapes and sizes go all out to hire remote developers that work with Dynamics 365. This helps to upgrade their business processes, and automation is an advantage. We can say, without a shadow of a doubt, that Microsoft Dynamics 365 products add value for customers.   There are some prerequisites one must keep in mind before hiring a Microsoft Dynamics CRM developer. Let’s go through the whole process, beginning with an introduction to Microsoft Dynamics 365, to why one needs it for their business, and ending with a step-by-step guide to hire a Microsoft-certified developer. Let’s begin: Introduction to Microsoft Dynamics 365 Dynamics 365 is a collection of resourceful business apps that allows involvement with customers, which builds relationships and enhances operations; these connections help grow your business. This helps...

Salesforce is a well-established and widely used CRM among businesses of every size; from enterprises to solopreneurs for years now. It was first founded in 1999, and since then, it has evolved into various plans and platforms within itself, as well as apps and tiers to accommodate changing dynamics of doing business and managing customers. To provide an overview, there’s Salesforce Experience Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, and so on. Each and every one of their products come with a different set of features solving myriad problems occurring in different business processes, which is why It can be hard to figure out exactly which solution is right for your business.  Apart from choosing the right Salesforce solution, you will need to integrate it, implement it, train to use it, etc., which can be daunting even for experienced businesses and organizations. Hence, when dealing with technical products such as Salesforce solutions, it is always a better idea to...

Customer Relationship Management (CRM) is synonymous to the brand Salesforce. It’s the first name that pops up whenever there is any chatter about CRM. They have set the standard for the whole industry to follow. As of 2019, they will complete their two decades into the business. Two whole decades! One can safely assume they know what they are doing. Moreover, last year, it was the best company to work for , according to Fortune’s 100 Best Companies to Work For . So, you could only imagine the kind of talent working there to keep Salesforce at the top. Similarly, when you talk about Content Management System (CMS), people are bound to think of WordPress, a company that is five years junior to Salesforce but has a similar reputation in the market. Almost anyone who has ever wanted to set up a quick blog has used WordPress. Needless to say, it is equally popular as Salesforce, for what it provides to the users.  Now imagine the possibilities with the combined power of Salesforce an...

Choosing vendors is often one of the most difficult tasks you have to do as a business owner. Each vendor has different strengths and weaknesses and their ways of working. It’s extremely hard to find the one that’s compatible with your working style and understands your processes. Only then you can forge a relationship that’s smooth and beneficial for both parties. Not only that, even after choosing the right vendors, you can face many challenges and issues in the communication, process, and other such areas. To overcome these issues or prevent them from happening altogether, make sure that everyone is on the same page and you are using the right and easy-to-use tools to streamline engagement, communication, your work, customer service, and all the fronts where your vendors are involved. This is when the vendor management system comes into the picture. You’ll read a lot about what these vendor management tools should be like, what are they, and whatnot, but in this blog post, we are...

WordPress and Salesforce are the crème de la crème of their industry, at the top of their game. Salesforce promises to drive your business forward, consistently and insightfuly with a suite of tools; and WordPress helps you take that business to the world in a few clicks. Pick any tool in those categories, CRM and CMS, your business cannot exist without those in this age. This is why bringing these two tools together is the best bet for your business. The many things that this integration can give you are form builders, web-to-lead forms, form builders, etc. As and when anyone interacts with your business, they interact on the WordPress side, and you get actionable information and insight on the Salesforce side of things. WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with ...

Salesforce Experience Cloud has this one line in their copy, “Build your experience,” and I think that both summarizes the product and invites you to explore it. There is nothing more I love than good copy, and that was an example of it. But coming to the topic at hand, what is the Experience Cloud? How does it help you build a promising experience for your customers and stakeholders? Let’s explore! With Salesforce Experience Cloud, you can streamline your business processes in terms of partner management, customer management, and the ecommerce experience.   What are the features of the Salesforce Experience Cloud, and How can you leverage them? Business integration to provide better digital experiences: Both your customers and partners can benefit from this integration. Partners can check in on the leads relevant to them, and customers can easily keep track of their cases, orders, etc. Personalization for recommendations and such: Salesforce intelligently recommends connec...