CRMJetty

  Salesforce Experience Cloud is a cloud-based platform that was previously known as Salesforce Community Cloud. Its purpose is to help businesses connect with their stakeholders, such as customers, employees, and partners. Consider it a place to share information with stakeholders in a streamlined and secure way. It is one of the best ways to improve communication and engagement. Salesforce Experience Cloud Features Ready to use templates Experience Cloud gives you access to a number of pre-made template options. A web project doesn’t have to begin from scratch. You can select a template from Experience Cloud and edit it to fit your company’s branding guidelines. This feature benefits your design processes because it allows you to publish your material online swiftly. Such features help in maintaining brand consistency. Experience builder Salesforce Experience Builder serves as your experience design toolkit. You can select the right template from many options and start designing....

Maintaining a stronger relationship with your partners becomes more important as your business grows. Salesforce Experience Cloud is built to keep this core idea in the center. To maximize the platform’s potential, you must follow best practices that align with your business goals. We will discuss some key strategies that you must implement. Why a Business Needs Salesforce Experience Cloud Partner Portals Salesforce PRM portals within Experience Cloud offer several benefits to enhance collaboration: 1. Centralized Hub:  They create a secure online space where your company and partners can access resources, information, and tools all in one place. 2. Shared CRM Data:  Streamline communication by allowing you to share customer data and updates with your partners. 3. Collaborative Deals:  Facilitate teamwork on potential sales opportunities, maximizing success for both parties. 4. Real-time Management:  Enable efficient management of leads, deals, and customer accounts ...

Dynamics 365 combines business applications that enable a business to run and improve customer relations using a single ecosystem. This makes it necessary to hire a skilled Dynamics 365 developer to implement and customize this powerful tool correctly. Recent statistics show that companies lack efficiencies and miss opportunities without the right expertise. Companies report a productivity increase of 30% with good developers in Dynamics 365. This blog explores some of the key skills you would look for when you  hire Dynamics 365 developers . We’ll discuss core competencies, industry knowledge, and soft skills. Why Should You Hire Certified Dynamics 365 Developers? Hiring certified Dynamics 365 developers on board means getting only the best people with proven skills and knowledge. These professionals undergo extensive training and several exams to prove competence in using and optimizing Dynamics 365. They can help streamline your business processes, enhance interaction with custo...

Call customer support and wait in the queue to get answers! Customers don’t like to wait to get answers to small queries and doubts. Calling might still be okay for complex queries, but otherwise, customers like finding answers rather than contacting customer support for every request. That is why modern businesses emphasize quick service delivery and ready-to-access information via online portals. Such an online help portal would enhance customers’ experience and optimize support operations. In this blog, we will further examine the value of an online help portal and how one can be set up using Salesforce, the world’s number one customer relationship management (CRM) solution. What is an Online Help Portal? An online help portal is not just a contact form on your website. It is a whole platform where customers can get information, troubleshoot issues, and even contact support personnel at their own convenience if required. This portal enables self-service via knowledge bases, FAQ ...

 73% of customers holding an insurance policy expect self-service options for policy management. Most customers want convenience while searching for queries or doubts. Yet, insurance companies find enabling a frictionless customer journey difficult due to the lack of the right technology, manual processes, and insufficient self-service options. This can lead to frustration, dissatisfaction, and customer churn. CRMJetty Dynamics 365 customer portal solution can be customized specifically for insurance verticals, allowing these companies to transform their customer experience completely. Ready to learn more? Let’s get started. Problem Analysis Many insurance companies still rely on systems that are not updated. These outdated systems lead to slower response times, errors in customer data handling, and a lack of integration across different communication channels. As a result, agents cannot provide the instantaneous feedback and seamless experience that customers expect. This techn...

  The digital world has grown exponentially, and with it, so a need for organizations to adapt. Nonprofits are no exception to this rule. Experience Cloud for Nonprofits is a powerful tool that can transform how these organizations interact with their stakeholders and manage their operations. It is not a free tool, but it provides premium quality solutions at competitive prices. To embark on your journey with this platform, selecting the appropriate license is crucial. There are numerous license types to choose from, each offering distinct capabilities and pricing. Selecting the Right License The first step is to buy the proper license carefully for Salesforce Experience Cloud for Nonprofits. There are many different licenses in Salesforce Experience Cloud, so an organization should purchase according to its size and exact needs. These licenses typically vary in terms of user capacity, data management capabilities, and access to premium features. The platform is designed to bring t...

  Imagine a world where you manage your business partners just like clockwork. It’s not just another fancy word to define some kind of tool. But it is what you achieve after using the tool – regularity, uncompromised output, and a seamless workflow. Today, we will discuss how you can efficiently manage relationships with partners with a Dynamics Partner Portal. Challenges in Managing Business Partners 1. Complex Coordination Needs Businesses often complain that they find it hard to coordinate with their partners. Coordinating with partners in activity execution and information flow requires precise and efficient communication channels. Without a proper channel, misunderstandings and time losses can slow down operations. 2. Data Management The involvement of many partners brings an influx of data from different sources. Combining, processing, and analyzing all information and making decisions require very strong systems, which many businesses fail to meet. 3. Consistency and Complia...