Crmjetty

Maulik Shah

CRMJetty is a hub of innovative customer relationship solutions. We provide ready to CMS integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle.

How CX has Changed in 2021. Customer experience has always been an integral part of businesses.

Right now, we are on the brink of experiencing a revolution. CX is not changing, but its value is stalling as fundamentals are insufficient for differentiation and growth. With the pandemic creating potential shifts in customer preferences and customer service, the standard for CX is rising further. Thus, businesses need to learn how to meet heightened expectations and satisfy customer tastes. What is CX? CX – customer experience encompasses everything that influences the way a customer feels about the brand. CX impacts customer satisfaction, loyalty, and retention. Role of Customer Support in CX As there are so many moving parts, maintaining consistency is challenging. Hence, customer support plays a major role in crafting CX. 1. Salesforce customer portal allows you to gather feedback and analyze the team’s performance and activities. 2.

Customer service has undergone a huge transformation in the pandemic. 3. 1. 2. 3. 4. 6 Ways to Use Salesforce WordPress Customer Portal for Customer Retention. Everyone knows that retaining customers is easier than attracting new customers.

After all, you don’t have to spend money on attracting them as they are already your customers. Besides, profits from existing customers are more as they know about your services and products. But the world has become more competitive today. Customers expect businesses to be perfect. Why You Should Use Dynamics 365 WordPress Portal. Customer support isn’t what it used to be.

Today, customers would instead troubleshoot their problems themselves than write a long email or wait for a customer support call. As self-service is taking over the traditional channels, it has become necessary for businesses to bring in a customer portal to collate all the information that customers require. Most US respondents said they expect businesses to offer an online portal for self-service. A customer portal is a vital touchpoint. It allows businesses to hand power in customers’ hands, giving them direct access to all information without reaching out to the company. IT Self-Service Portal: For Multitude of Services. An IT self-service portal is more than a storefront used to resolve IT issues.

Customer-centric self-service is becoming a trend. It’s essential that you offer a similar service with corporate portals too. While talking about self-service, the ‘less is more’ rule doesn’t imply. Who would refuse a multi-operational IT self-service portal and choose a solution that’s limited to IT operations? Expand your offerings and let your staff manage everything from HR to legal and marketing operations. This blog will explain all about it. You can streamline your HR operations and offer a centralized repository for all the HR-related information. Customer Engagement Portal An Up to Date Guide. CRMJetty Salesforce Customer Portal: An Inexpensive Solution.

Over 150,000 companies, including small scale and FORTUNE 500, use Salesforce.

It’s the number #1 CRM platform. However, there’s one problem that many small and mid-size businesses face while using Salesforce – the licensing cost. There are certain limitations on the number of users and the logins based on different packages. For each extra login, they have to pay extra. This was the problem with one of our clients too. Customer Engagement Portal: A Complete Up-to-Date Guide. What’s the difference between an average customer and an engaged customer?

An average customer will buy and leave. An engaged customer will come back and also recommend you to others. So what do you think is worth the effort? This article is for you if you are into the second option, i.e., customer engagement, and looking for some inspiration to improve customer experience.

Here, we will learn about various strategies and how the customer engagement portal helps you implement those. CRMJetty Salesforce Customer Portal: An Inexpensive Solution. How Custom Portal Helps Serve Customers [Applicable To All Industries] How Custom Portal Helps Serve Customers [Applicable To All Industries] By giving them their personal space.

Custom portal development provides that one advantage or a super tool that humans rarely get in the real world. A personalized space where they can be the sole owner of their activities. Your Ultimate Guide to Supplier Portal. Your Ultimate Guide to Supplier Portal. Effective supplier management is critical for the success of procurement organizations.

But as supply chains and suppliers increase steadily, businesses should take proactive measures to mitigate any disruptions within their supply chain. It can be costly in terms of finance and the company’s reputation. With supplier portal software, businesses can take a strategic approach and manage their suppliers effectively. This article explains all about it. Learn what a supplier management portal is – its advantages, development stages, best practices, and more.

How to Upload a Custom Javascript Web File in PowerApps Portal. PowerApps support web files.

You can upload custom images, files, spreadsheets, and more. But when it comes to javascript files, it shows an invalid file type error. The reason is that web files are notes with attachments. These notes are stored in the dataverse or the Dynamics instance. As for .js extension files, they are mostly blocked from upload due to security issues. If you want to upload a custom javascript file, here’s what you should do: Collaboration Portal For Productivity and Customer Satisfaction in the Digital Era. How to Set Up Payments in Dynamics CRM Customer Portal. A digital platform to accept and send payments online can improve your business performance and customer experience.

Having a payment method directly in the customer portal results in frictionless purchases. Here’s how you can integrate payment methods in the Dynamics CRM customer portal. To set up payment integration, follow the path: Portal Settings → Payment Integrations. PayPal Configuration Add the details such as: Pet Portal: The Key to Pet Care. In addition to companionship, cuteness, and the fact that having a pet makes you look cool, it is now proved that a four-legged family member also contributes to a long life. A Swedish study found that the people (40-65 years of age) who suffered from heart attack and lived alone are 33 percent less likely to die if they have a pet. 70 percent of US households own a pet. This trend is increasing with the baby boomers and GenZ marrying late and adopting more pets. It won’t be wrong to say that pets and tech are the blooming industries. 56 percent of pet parents have special tech, especially for their pets, such as pet sitter apps and wearables like activity trackers, GPS trackers, smart collars, dog leash, air mesh, etc.

Here’s an example of the smart-ish pet leash. Source: Design1st Like a patient portal that helps humans track their health, a pet portal that stores all the information about their health is essential. Surpass your Business Expectations with Intranet Portal Solution. Collaboration Portal: For Productivity and Customer Satisfaction in the Digital Era. Remote work has become the new normal in the pandemic. Businesses that lagged in digital connectivity had to come up with remote solutions. They learned how to manage their teams remotely, encourage digital collaboration, and provide customers with their needed tools. The outcome is that virtual format has now become a norm. 54 percent of Americans say that they want to continue working from home. 66 percent expect to go for a hybrid model.

As a result, communication and collaboration have undergone a drastic shift. Digital collaboration has become the norm, and post-pandemic, it’s likely to continue. Businesses must adopt new digital methods like video chat, file sharing, and chat options to connect with employees and customers. IT Self Service Portal All You Need to Know About It. Surpass your Business Expectations with Intranet Portal Solution. Employees, partners, stakeholders, and customers have a crucial role in enterprise success. For their productivity, it’s essential that they can access the right information at the right time, communicate with one another, and streamline business processes. Thankfully, intranet portals are thriving. They help augment bottom lines and improve service with partners and clients. An intranet portal solution offers numerous benefits to businesses, such as better engagement and customer satisfaction.

However, while researching intranet portal development, there are various factors to consider – whether you want to go for an open-source solution or a custom development. IT Self Service Portal: All You Need to Know About It. Everyone knows the role of self-service in customer experience. If there are no self-service resources, a few button clicks can result in long calls and waiting times. This can lead to more frustration if the issues are trivial. Also, it may affect internal support. How to use Color Picker and Custom Theme in Dynamics 365 PowerApps Portals? With PowerApps portals, you can create a powerful experience – external websites, anonymous content browsing, customization of pages, and layouts. Dynamics 365 portal users can reuse page designs and configure templates and pages using the portal designer. Previously, portal users had to make changes to theme.css to change the UI. Now there’s a new feature in the Dynamics 365 portal designer. It allows you to add new themes and update the colors using the UI itself.

You can set header and footer properties using the color picker. Here’s how to check these new features: Stock Trading: Your Portal To The Market. The stock market has been a cause of plenty of problems. Go Paperless with Customer Portal for D365 Document Management. Go Paperless with Customer Portal for D365 Document Management. Every day, thousands of businesses worldwide are boosting productivity, saving costs, and earning better returns by moving from paper-based systems to paperless digital solutions that amplify the daily grind. 8 IT Self-Service Success Tips. Guide to Partner Portal Best Practices. Guide to Partner Portal Best Practices.

“Alone we can do so little, but together we can do so much” – Helen Keller. This is the motto of businesses today. Web Portal Software – A Guide [2021 Edition] Web Portal Software - A Guide [2021 Edition] Since the pandemic has turned every one to work remotely, the need for an online presence has increased. With that, it has become important for businesses to look for web portal software that will allow them to automate tasks, track operations, and significantly increase customer, employee, and partner engagement.

Help Customers Help Themselves with Self-Service. The best kind of help is empowering customers to find solutions themselves. Customer Service Types, Examples, and Tips for 2021. Let me confess that digital channels are more convenient than calling customer support on any day. For example, tracking the order delivery online rather than calling the delivery service provider and asking them the status. Crmjetty. 7 Best B2B Customer Experience Examples. Why Finance Industry Should Embrace Technology. The finance industry, like others, is undergoing a drastic change as they move towards digitalization.

The emergence of non-bank startups is changing the competition, forcing everyone to rethink their ways. As data breaches and privacy concerns are intensifying, regulatory laws and compliance are becoming stricter. 5 Custom Portal Solutions to Consider in 2021. Look for community, knowledgebase, industry-specific, or technology-driven solutions. B2C Portal Development The Ultimate Guide (Challenges, Features, and Advantages) B2C Portal Development: The Ultimate Guide(Challenges, Features, and Advantages) Invoice Management Portal for Manufacturing Industry: A Guide. All You Need to Know About Document Management. What You Need For Your Nonprofit's Management.

Why Do You Need a Salesforce Broker Portal and How to Install It .pdf. Why Do You Need a Salesforce Broker Portal and How to Install It? 25 Tips for Real Estate Agents to Monopolize The Real Estate Landscape. Role of Technology in Arbitration Services in 2021. Patient Portal Development A Comprehensive Guide. How Dynamics 365 Case Management helps you Manage Customer Queries. 10 Basic Aspects of Outstanding Property Management. Patient Portal Development: A Comprehensive Guide. How Dynamics 365 Case Management Helps you Manage Customer Queries.

10 Reasons to Undergo Web Portal Development. 10 Best Customer Portal Software Solutions. Features to Add to Your Customer Portal Requirement List. How Is Technology Disrupting Real Estate Industry in 2021. 10+ Things for Your Customer Portal Requirement List. Supplier Management Best Practices to Follow in 2021. Supplier Management Best Practices to Follow in 2021. Travel Portal Development: To Modernize Your Travel Business. 7 Supplier Management Best Practices. Elements to Include in Your Web Portal. Web Sales Portal Your Easy Way to Modernize Sales Management. All You Need to Know about Salesforce Vendor Portal on Community Cloud. All You Need to Know about Salesforce Vendor Portal on Community Cloud. Dynamics 365 Self Service Portal - To Manage Dynamics Operations Better. Salesforce Best Management Best Practices to Follow in 2021 and Ahead. Dynamics 365 Self Service Portal To Manage Dynamics Operations Better. All You Need to Know about Channel Management Process.

Salesforce Best Management Best Practices to Follow in 2021 and Ahead. May Update: Dynamics 365 Customer Portal Upgraded. Web Sales Portal: Your Way to Modernize Sales Management. How to Register Azure Active Directory App for oAuth. Legal Services Portal Solutions: To Help Revamp Your Legal Services. Latest Trends and Must-have Features of Real Estate Portal. Latest Trends and Must-have Features of Real Estate Portal. Work from Home Portal Solutions: To Simplify Remote Work. How Different Industries Use Dynamics 365 Portal. DeskXpand: Customer Services Software, Helpdesk Ticket System. Your Full Guide to Customer Relationship Management Strategy. Web Portal and Its Application in 7 Major Industries. April Update: Salesforce Customer Portal Gets Bigger, Better, and More Flexible. Customer Portal v/s Partner Portal: Choosing the Right One. Your Full Guide to Customer Relationship Management Strategy.

Work from Home Portal Solutions To Simplify Remote Work. Legal Matter Management A Wiki Guide. April Update Salesforce Customer Portal Gets Bigger, Better, and More Flexible. Legal Matter Management: A Wiki Guide. Tips and Strategies to Consider while Creating a Web Portal. Customer Portal for Dynamics 365 - PortalXpand. Your Guide to Managing Customer Complaints in Manufacturing Business.

5 Tips to Enhance Customer Experience. A Step by Step Guide to Manage Tickets in Dynamics Customer Portal. Customer Self Service Portal The Future of Customer Support. Your Ultimate Blueprint for Creating a Web Portal. All You Need to Know about Partner Relationship Management. 5 Key Features of Web Portal Solutions. 4 Unique Ways to Tackle Customer Service Challenges.

Your Ultimate Guide to Knowledge Management. Top 5 Reasons to Use Dynamics CRM Portal. Your Ultimate Blueprint for Creating a Web Portal. PortalXpand Your Key to Enhanced Customer Management.