CRMJetty

Enrollment season is stressful. For students. For parents. And especially for the admissions team. Applications come in through emails, phone calls, and paper forms. Staff juggle spreadsheets, checklists, and shared drives. Documents get misplaced. Status updates are delayed. Communication? It’s all over the place. This is still the reality at many institutions. One admin we spoke to said, “We had parents calling every day just to ask if we received their child’s documents.” Another added, “We’d sometimes find out a student missed the deadline because no one followed up in time.” It’s not just inefficient. It’s a poor experience for everyone involved. Students expect better. They’re used to real-time updates, online forms, and instant confirmations. When they don’t get that, they start losing trust. Some might even walk away from the process entirely. This is where a digital enrollment portal comes in. A portal built on Salesforce can bring everything into one place. Applications, docu...

A mid-sized IT support firm is struggling to manage growing customer demands. Their inbox is flooded with repetitive queries, support requests are slipping through the cracks, and their small dev team is already stretched thin working on core products. They know a customer portal could centralize communication and offer clients a better experience. But building one from scratch? Too slow, too expensive, and too dependent on developer bandwidth. This is where a no-code customer portal changes everything. With CRMJetty’s drag and drop portal builder, the business team launches a fully functional, branded portal in just days no developers, no custom coding. Customers can now log in to submit tickets, track issue status, browse knowledge base articles, and communicate securely—all from one place. This blog explores how CRMJetty’s no-code functionality helps businesses like this one build customer portals without coding, and why this approach is key to delivering seamless, scalable user exp...

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. Related:   Read how a custom vendor portal helped this company with their sourcing process You’ll read a lot about what...

Think back to the last time you searched for personal insurance online. Chances are, you typed something like “best personal insurance plans” into Google, clicked through a few articles, maybe explored a comparison site, and browsed broker websites. That’s exactly what most of your potential customers are doing. They’re not just looking for quotes — they’re expecting instant answers, easy-to-understand options, and a smooth digital journey from inquiry to policy purchase. This shift in behavior has changed how insurance brokers operate. It’s no longer enough to rely solely on traditional methods like phone calls, emails, or in-person meetings. Today’s competitive market demands that brokers meet their clients where they are — online. And to do that efficiently, they need the right tools in place. Enter the Salesforce broker portal — a powerful solution designed to help brokers deliver faster, smarter, and more personalized service. At its core, a broker portal serves as a centralized p...