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Maximizing ROI Through CRM Portal Adoption for Real Estate

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Industry reports show that real estate professionals who use digital tools get 35% more productive and 27% higher client satisfaction than their non-tech-using peers. At the heart of this digital revolution is the   CRM portal for Real Estate  – the central hub that’s changing how properties are marketed, clients are engaged and deals are done. For real estate professionals, a CRM portal isn’t just another software tool; it’s a complete ecosystem that connects agents, brokers, buyers and sellers in one digital space. Whether you’re using Microsoft Dynamics or Salesforce as your base, solutions like CRMJetty’s Real Estate Portal turn these powerful platforms into industry-specific powerhouses that address the unique challenges of property sales and management. Brokers who fully adopt and integrate these Real Estate CRM solutions close more deals and see big improvements in client retention, referral rates and operational efficiency. The stats are clear – properly implementing a...

The Future of Customer Engagement: Why Every Industry Needs a Customer Portal

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Customer portals have become the game changer. These self-service platforms are the central hub where customers can access information, manage their accounts, track orders and interact with businesses easily. Portals increase engagement and reduce operational overhead by offering convenience, transparency, and automation. Industry specific customer portals are in high demand. Whether it’s healthcare, finance, retail or education, businesses are creating portals to address unique customer needs and improve satisfaction and retention. In this blog we’ll look at the future of customer engagement, why every industry needs a portal and how businesses can get ahead. The Changing Landscape of Customer Engagement Customer engagement has changed a lot in the last few years, driven by technology and changing customer expectations. Today’s customers want instant access to information, seamless experience across multiple channels, and personalized experience per their needs. Businesses that don’t ...

Empowering Customer Service With Salesforce Help Portal

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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 sect...

Features to Add to Your Customer Portal Requirement List

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Ms. Becky has a travel and hospitality business. She wanted to provide her customers with excellent service by introducing a self-service customer portal. But the results were not as expected. After analyzing, she realized that clarity on customer portal requirements is essential. But, unfortunately, she missed out on the customers’ needs and the essential features for custom portal development. And that’s what we will talk about in this blog. Customer portal features Advanced features Things Required for Customer Portal You might have a customer login, but the results may be unmatched. Here’s the list of 10 customer portal requirements to meet your and your customers’ expectations. 1. One-Click Sign-In The primary goal of a customer portal is to enhance customer service. Better service means quick access to updated information and seamless interaction with the business. So, having an online login option is not enough. You need to make sure that the customers can log in easily without ...