The rapid evolution of technology has had a profound effect on how non-profit organizations operate. With increasing challenges faced by enterprise NGOs, there’s an imminent need to harness the potential of digital tools and innovations. Recognizing this, we’re excited to announce our upcoming webinar, “Empowering NGOs: Mastering Grant Management and Campaigns with CRMJetty Portals”.
What’s in Store for Attendees?
1. Challenges of Enterprise NGOs: Dive deep into the current challenges faced by NGOs of all sizes. Understand the pain points and areas that require immediate attention and technological intervention.
2. Trends and Power of Digitalization: The digital age is here, and NGOs must adapt to survive and thrive. Discover the latest trends that are reshaping the way NGOs operate and interact with their donors, stakeholders, and beneficiaries.
3. About CRMJetty Portals: Get an exclusive overview of CRMJetty portals and understand how they can be game-changers for your organization. These portals are tailored for NGOs, focusing on grant management, campaigns, and more.
4. Guidance from Industry Experts: Benefit from the insights of industry mavens who’ve been at the forefront of technological transformation in the NGO sector.
5. Live Q&A Session: Have pressing questions? Get them answered in real-time by experts.
Harnessing the power of CRMJetty portals can revolutionize the way your NGO functions, offering unparalleled efficiency and effectiveness. The shift towards a more digital, streamlined, and data-driven approach is not just a trend but a necessity in today’s fast-paced world. Don’t miss out on this opportunity to equip yourself with knowledge that can transform your NGO’s future.
Save the date and join us to empower your NGO’s journey with technology!
Ravi is the Head of Sales for CRMJetty, the first point of contact for his clients, and an expert in CRM technologies, Self Service Portals & Customer Service industry. His experience has helped a lot of businesses optimize their sales process, customer retention ratio, and partner engagement with the help of CRM and portal solution technology.
Benjamin Irani – NGO Consultant
Benjamin Irani is a leader in NGO technology with 15+ years of experience. Specializing in digital innovations, he’s transformed non-profit operations by enhancing transparency, donor relations, and resource optimization. An expert in AI-driven analytics and tailored ERP and CRM systems, Benjamin revolutionizes NGO data management and stakeholder engagement.
Salesforce Experience Cloud was born out of wanting a unified platform with features that can enable you to create all that you need for your business, with deep integration with the Salesforce CRM. If set up well, it can yield many different kinds of results that can skyrocket your business and operations.
The more sophisticated a tool, the more important it is that you truly get the best of it in terms of knowing its features and benefits.
Features of Salesforce Experience Cloud:
If you are looking for a powerful digital platform that comes with various smart tools that can help you achieve your goals, and grow your business, then Salesforce Experience Cloud is for you. Let’s get into the remarkable features it offers that will help you enhance your workspace:
Customer 360:
Your teams are equipped with a single shared customer view because Experience Cloud sites are built on the Customer 360 concepts. This feature assists you in understanding your customers and their behaviors. Furthermore, you can deliver a better experience as you know your customers’ needs.
Templates:
You can get access to Experience Cloud’s readymade templates that help you create flexible experiences that your customers and your partners need.
Themes and Branding Capabilities:
Utilize preconfigured themes and adjust fonts, colors, and styles to brand your website using Experience Builder. You can use custom solutions or add readymade Lightning components to emphasize the functionality of the site.
Salesforce Content Management System:
With Salesforce’s rich Content Management System, creating, managing, organizing, and publishing content becomes simple. You can seamlessly publish it to your Experience Cloud sites.
Knowledgebase:
With a rich knowledge base, nothing is out of reach. Have everything accessible on the knowledgebase that the customers or clients can access themselves. Not only does this make your business more interactive, but it also reduces the work your support staff has to do because it decreases the number of tickets raised for queries. At the very least, it solves all the general challenges by itself.
Analytics and dashboard:
Build detailed and nuanced reports to get the most accurate information when you need it the most. Easily share these insights whenever required with your customers and partners. Set up dashboards that help you keep an eye on all parts of your business so you can always see the performance and are updated with the facts.
Salesforce Experience Cloud is made of many things, big and small, that can change your business growth and how you operate. It revolutionizes your processes to optimize them and ensures consistency. Because it does, it becomes that much easier to detect anomalies when they happen and understand patterns and behaviors.
Let’s go through all the benefits of implementing the Salesforce Experience Cloud in your organization:
Benefits of Salesforce Experience Cloud:
Data management:
Since the Experience Clouds works hand in hand with your Salesforce CRM, it helps you create much deeper integration with the system to manage data with it. Apart from that, it unifies sales, marketing, and support data to all be accessible from one place. So there are no data redundancies, and the data mapping is that much more efficient. So each team can see exactly what is happening with a certain lead or customer in their interaction with the company, which helps them do their part more efficiently.
Customer at the center:
Customer engagement done the right way can pave the way for success. With Salesforce Experience Cloud, you can always provide a positive experience. You can better control the audience interaction with your site and tailor relevant content and information based on their interest and needs.
Automation:
The greatest benefit of any intelligent tool is being able to use it to automate repetitive processes that are administrative at best. With automation abilities built into Salesforce, your operational costs decrease, and you can take repeatable actions that much more efficiently.
Customization:
Salesforce Experience Cloud invites customization with the Experience Builder so you can create custom sites based on your brand identity. You can tailor your site by choosing and changing page layouts, customizing prebuilt themes, changing colors, fonts, images like logo, header, etc., and anything else you might want to change.
All in all, Salesforce Experience Cloud is an incredible tool for anyone looking to transform their business sustainably and consistently. It truly helps you extend a better customer experience and makes your employees more efficient by taking care of their redundant tasks.
Apart from that, such tools also have redundancies built into them so that every step of a process is noticed and all functions run smoothly.
Overall, if improving customer engagement, providing self-service options, facilitating collaboration, and gaining insights into customer behavior is important to your business, Salesforce Experience Cloud could be a good fit for your needs. However, evaluating your specific business requirements and objectives is important before making any decisions.
About CRMJetty:
We have been working with Salesforce products for over 16 years now, implementing them for clients across the world, and we even have products based on Salesforce. Take a look at our client portfolio and get the benefit of working with our expert Salesforce developers. Our Salesforce developers have an average experience of 1 to 5 years, over our overall experience of 16+ years.
Please get in touch with us to discuss your requirements so we can discuss them in more detail and figure out what kind of development best suits you.
Salesforce as a CRM is exceptional, everyone knows that. But in order to truly harness the power of the CRM, you need to have a portal that can give a window for customers to interact with your business.
And within that, a business needs to be able to configure custom objects within the portal to really get the most out of it.
For the Salesforce Experience Cloud, the Customer Community license, Customer Community Plus Licence, Partner Community Licence, and Channel Account Licence all allow for 10 custom objects per license.
Let’s look at how to configure Custom Objects for the Salesforce customer portal.
Try It Yourself:
1. In your Salesforce org, click and select Setup to open Setup.
2. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.
3. On the Object Manager page, click Create | Custom Object.
4. For Label, enter whatever you want to call your custom object. Notice that the Object Name and Record Name fields auto-fill.
5. For Plural Label, enter the plural form of your custom object name.
6. Check the box for Launch New Custom Tab Wizard after saving this custom object.
7. Leave the rest of the values as default and click Save.
8. On the New Custom Object Tab page, click the Tab Style field and select a style you like. The style sets the icon to display in the UI for the object.
9. Click Next, Next, and Save.
Now that we have seen how to enable them, let’s look at how Custom Objects can be helpful.
Any standard software targeted at various industries comes with standard features—or objects, in this case. So, for example, the portal will have the facility to show products, but within products, you might not be able to show a video. However, your industry depends on product videos within product pages. The only option you have is to create a custom object for the same.
In this way, Salesforce allows you to create 10 custom objects per license for all you have to add to the portal that can tailor it to your customers’ or industry’s needs.
About CRMJetty:
However, suppose your needs are not being met with the limited number of Custom Objects. In that case, we have a product for you that has no such limitations—PortalXpand, a Salesforce Customer Portal. It allows unlimited Custom Objects and no restrictions on role-based rights for viewing, editing, and deleting.
What do you do to make your business stand apart from the crowd?
I am assuming the answer is: evolving the business constantly with the latest technologies and new strategies, right?
So, then you might have heard about the portal for sure! It is popular for being a one-stop solution for all business needs like automating manual work, providing security features, helping everyone to stay on the same page, etc.
Yes, having a web portal for your business is a solution for all your business miseries!
What should be the cost of a web portal for your business?
What are the benefits of a web portal?
And many more.
For that, we have this article!
It answers all the questions you might have about the web portal.
So, without any further delay, let’s get started from the basics:
What is a Portal?
When I was figuring out what a web portal is, I often misunderstood it with websites, but they are not the same!
You might think that a web portal’s features look similar to those of a website, but let me tell you, their purposes are different. Plus, they are not interchangeable.
A website provides access to users to various information from a single point of access. It includes well-organized content comprising company information, articles, vendors, supplier lists, etc. The website uses web pages that anyone can access. Its purpose is to create a digital presence.
The web portal gathers all the information from various sources (CRM, CMS, etc.) into a centralized system for all the users including employees, partners, customers, and admin. This means that you and your team will not have to juggle multiple systems to fetch user data.
It enables easy document sharing and with collaborative tools enhances the communication between teams and with customers.
The web portal requires login credentials, allowing only authorized users to access it. It provides relevant information to users based on their roles. With many security and streamlining features, a web portal gets the plus points in comparison to a website.
Website provides generic information relevant for all the users. However, the portal enables users to access only the required information.
I will justify my opinion in this article by explaining different details of how a web portal is a one-stop solution for enhancing customers’, partners, and employees’ experience.
Use of Web Portal
Now that you know a web portal is, you might want to know their features and benefits for your business. Here are a few that will end your search for a better business streamlining tool.
Enhanced Collaboration
Numerous times in a day, an employee has to send a document or other data to another employee.
Sharing third-party social spaces make interacting with the team easier, but are they efficient? No, they are not. It takes a chunk of time and effort. To save the extra effort and time, you need a web portal that enables easy information flow. With centralized data, users can get all the data at one place with options to share on multiple channels. And with secure sharing, users can share the documents without worry.
Simplified Operations
A web portal reduces your work by automating some tasks. People can fill their data in the system, and the portal will update accordingly.
For example, insurance agents will not be required to update customers’ documents or details every time; customers can do it by themselves. The support team will not have to waste time updating customers about their ticket status or delivery updates. They just require you to log in to the portal. The portal will fetch the data from the CRM automatically.
This way, your team’s productivity will increase, and they can invest their time and effort in something more fruitful.
Better Security
Data theft is hard to escape; however, our web portal has a solution. You can share limited data with specific members or a team with role-based access features.
With page-view access, you can give access to a few pages of your data and keep other data confidential.
With features like two-factor authentication and multiple-factor authentication, you can provide more security to users and gain their trust.
Any organization that uses a website should want to have certain user input to know their needs better. The easiest—not to mention consensual—way to do this is via forms. With a form, you can ask for information like contact details, the visit’s purpose, their needs, etc.
Let’s first see how to create this form in the PowerApps portal:
Create a form
Sign in to Power Apps.
On the left navigation pane, expand Data, and then select Tables.
Select a table, such as the Account table, and then select the Forms area.
Select Add form, and then select one of the following
Main form The primary form type for interaction by users with record data. The contents of the new form are filled using the existing main form definition. If multiple main forms exist, the form at the top of the list in the form order for your app is used to fill the new form. Learn more about the main forms.
On completion of changes to the form, select Save to save the form or select Publish to save and make changes visible to app users.
The challenge comes in the form of data collected with this form. While the questions or fields may be simple enough to fill out, not everyone will fill it out as it should be; nor will people always understand the fields, which will, in turn, result in wrong/unhelpful input.
Apart from unhelpful input, there is also the challenge of having this input be actionable. If your form makes the right connections in the backend, then that data can instantly become information. But it requires a lot of steps to get there.
As a user of Dynamics 365, you, of course, know that all the data you get, if the input is proper, will give the information and insight you need. Not to mention, it might very well be instantly actionable as it becomes CRM records.
However, all of this starts with ensuring you build the right form.
Those of us who structure forms often know that making one is no easy task. It requires precession, vision, and a result-oriented approach. So you build a form, but not each field can be user-generated in that. Some parts of it your employees might have to fill in.
Now, of course, if you put this entire form out for your customers to see, they will understand that you’re seeking their input for all fields. Another thing that can happen is that maybe they will abandon your website entirely because the form is too lengthy.
So you need to create a special form for the website, one that is easy to fill out, short, and only demands customer input.
With the PowerApps portal for Dynamics 365, you can do this. Your main form is the one in the CRM. Create an extracted copy of that in the PowerApps portal for the user to fill in the details. Once the form receives input, manually copy all those details in the CRM form, thus creating a richer database.
PowerApps portal can duplicate the entire CRM form and publish that for customer input, or you have to create another form that has only the specific fields that you want users to see.
Alternatively, CRMJetty’s PortalXpand has a drag-and-drop form builder, so you can create a customer-facing form directly from the one configured in the CRM, just for the portal. This bypasses the need to create a separate form and ensures all data is manually entered into the CRM.
Data updates directly in the CRM when any user fills the form. In real-time.
The benefit of this is only one: it cuts down on the time and effort in creating a special form and on the time and effort in maintaining CRM records.
There are many other points of comparison between the PowerApps portal and PortalXpand, a Dynamics 365 Customer Portal.
You can request a demo of the product from right here.
Powerful tools are only that if they are used optimally. And almost all powerful tools are, in a way, unwieldy until you master them. But that should not deter you from using them.
When it comes to business insights, and management, that kind of powerful a tool is Salesforce. As they say, it is the number one CRM. For it to become that, it has to be much more layered and complex than it shows. The deeper you dig, the more use you will get out of it.
However, businesses generally don’t have hours to spend learning and configuring a tool by themselves. They need a Salesforce implementation partner who can configure it and conduct thorough training on how to get the most out of it.
Let’s dig deeper into the Salesforce implementation process.
What is Salesforce Implementation? What are the types of Salesforce Implementation?
The process of assessing Salesforce needs for a business and configuring select modules of Salesforce for said business to get them insights is what we call Salesforce implementation.
There are, of course, various ways to do it:
3 Types of Salesforce Implementation
The golden words areSalesforce implementation partner. You need them to do this the right way. They are someone who knows Salesforce in and out, are always updated with it, and have experience in implementing it for companies of various sizes and industries.
Your ideal Salesforce implementation partner is someone who has experience with a company of your size and your industry.
These partners have an entire Salesforce implementation guide and are able to optimize how they go about it in terms of assessing your requirements, setting up and configuring, transitioning, and training. Leave the entire process in their hands, and you will be able to breathe easy as they go about it at their pace.
Here are three types of Salesforce implementation projects:
1. In-house implementation
In-house implementation is not the most desired. Almost anyone who wants to implement it will do it with a third-party implementation partner. Occasionally some small or mid-sized organizations will attempt to do it in-house.
There are fewer pros for it, namely lesser cost and in-house team effort to learn Salesforce.
On the other hand, the cons are plenty. It takes longer, the learning curve is messy and full of hurdles; not to mention, an in-house team will go in with only a problem-centric approach rather than a solution one because they will try to solve the problems they see in their organization. They will not have the foresight to build a solution for further scaling and challenges.
2. Third-party implementation
Third-party implementation partners provide end-to-end services, from consultation to planning, final employee training, and post-implementation maintenance. It is definitely a significant investment, but compared to in-house implementation, it has much lower chances of challenges.
Third-party implementation is more cost-effective and more long terms. The implementation partners are Salesforce experts, so they know exactly the challenges you face now and the ones you may face while scaling.
As opposed to in-house implementation, the pros are significantly more here. You get the third-party implementation partner’s experience, expertise, and vision. Because of this, the entire process is optimized, smooth, and fast. They can also show you benefits you can gain from Salesforce that you didn’t know about.
Perhaps one of the hardest things about on boarding a third-party implementation partner is choosing the right one. Another challenge is that you might be dependent on them for continuous maintenance if your in-house team is not up for it, which can increase the long-term cost.
3. Hybrid implementation approach
A third option is a hybrid approach. For this, your in-house team has to be willing to shoulder their responsibility and learn from the experts. Often the third-party partners carry out the implementation and train the in-house team. Then the in-house team takes over employee training and future maintenance up to a certain level.
The most significant pro of this method is that you organically have in-house experts who can help you maintain your solution.
Need to know more about what it’s like to have a third-party implementation partner? We can be your Salesforce implementation team!
Why Should You Implement Salesforce?
Salesforce helps manage leads, opportunities, contacts, and cases. It helps an organization get insights into customer interactions, track sales patterns, and so on. In simple words, to grow.
Let’s look at the steps for implementing Salesforce successfully.
10 Salesforce Implementation Checklist/Steps
Step #1:
No one knows the challenges an organization faces more than its business stakeholders. It is crucial to know the problem before you go seeking a solution. Connect with the different stakeholders and teams to understand their needs and challenges to understand what kind of solution they require.
Once you gather this information, you will have a better idea of how to go about the implementation. You will know what challenges to solve with Salesforce and be able to set realistic goals.
Step #2:
Document, document, document!
The next step in assessing the requirement is to ask relevant teams to document their current workflow and day-to-day tasks. Once you have that, you will be able to plan how to optimize them.
Step #3:
Timelines are important!
The third step is ensuring no projects overlap, reducing the risk of resource shortage. Planning rollout phrases, testing, and the meeting become easier after you decide on the project timeline. Moreover, you can evaluate your needs/expectations with a high-level budget estimate in mind.
Step #4:
A lot of factors like company size, amount of data to be imported, and customization influence project estimation. To avoid hassles, you can create three layouts of the implementation process: pessimistic, optimistic, and realistic.
Step#5:
If you wish to measure the success of your project, then you need to set up concrete goals. These definitive metrics can help you visualize the completion of goals and adjust strategies accordingly.
Step #6:
Team collaboration must be explicit and regular in order to attain implementation goals. The key to the successful formation and enactment of Salesforce CRM is efficient communication between all parties involved.
Step #7:
You may need to select certain people for the Salesforce implementation process, even with limited resources.
A standard CRM project involves the following stakeholders: senior management, platform users, sales, service, and marketing providers, channel partners, customers, and IT specialists. This does not necessarily mean that you have a massive team; one person is enough to handle major roles.
This primary stakeholder ensures that you are prepared for the implementation project; moreover, they will supervise the process internally and will be the first point of contact. They would be technical support, in charge of the systems you wish to assimilate with or migrate from.
Step #8:
Prepare data for exfil!
You must ensure that the data sets are precise and error-free so that they benefit the new business operations. Additionally, you can set up policies to prevent data duplication.
Step #9:
You need to have a definitive change management plan in place before the implementation’s launch. This plan must continue throughout the project, and after the date, it goes live.
Step #10:
Getting to know how the new look feels is an essential step before moving to it. It helps you regulate expectations with respect to the capabilities of the system.
Want to know more about how implementation can happen? We have all the answers here.
4 Tips for Implementing Salesforce
1. Hire a certified Salesforce admin
When you hire a certified Salesforce admin, it will probably be a full-time job and will carry on after approval. There are nine official roles in Salesforce that are considered the cornerstone of the system, and an admin is one of them. Running the system smoothly, helping to build and implement new elements, and staying on top of the products and functionality are some of their responsibilities.
2. Flexibility
Should you bring in a partner, or when you add to the cache of knowledge, your plan may change while the implementation is taking place. You should be flexible and prepared for the last-minute changes that may crop up; trial and error is the best strategy for alterations in your approach.
It is a good idea to include from every department and at every level so surprises and resistance don’t sneak up on you. Make sure that you listen to them and are ready to adjust your strategy accordingly.
3. Communicate
You must give priority to communication and regularly update everyone in the organization regarding the progress of the implementation. Even if it is too early for many people to be involved, these updates will involve a part of the process. The key advantage of prioritizing communication is that you get regular feedback from the employees and the end-users of the new Salesforce system. This helps you shape an all-inclusive CRM platform for the users and promote better employee engagement.
4. Offer training options and resources
Everyone has different approaches to learning. An important thing you will come across in Salesforce implementation is the more types of training you offer, the better; users can pick the type of training best suited to them and stay on top of updates. These could range from traditional classroom-style courses and official Salesforce training to apps, blogs, e-books, and gamified training. Salesforce is massively popular, which makes it possible for there to be plenty of resources to choose from.
Hired consultants vs. in-house IT team, which one is best?
The cost of using third-party consultants versus in-house IT teams can vary depending on various factors, including:
Third-party consultants: Consultants typically charge higher hourly rates than in-house IT teams. However, they bring expertise and experience from working on multiple projects, which can lead to a more efficient and effective implementation.
In-house IT teams: Hiring an in-house IT team may be more cost-effective in the long run, but it can take time to find and train the right people. Additionally, the cost of salaries, benefits, and training must be considered.
Project scope: The size and complexity of the project will impact the cost of both third-party consultants and in-house IT teams. A large and complex project may require more resources and increase the cost.
Location: The cost of hiring a consultant can vary based on the location of the project. Consultants in larger cities may charge higher rates than those in smaller cities.
Ultimately, the decision of whether to use third-party consultants or in-house IT teams should be based on the specific needs and circumstances of the project. It may be best to use a combination of both, with in-house IT teams taking on routine tasks and third-party consultants handling more complex tasks or providing specialized expertise. Overall, the Salesforce implementation cost may be higher with third-party consultants, but their work will be efficient.
How will CRMJetty help?
CRMJetty has been in the industry for software solutions for over 16 years now and has extensive experience working with various industries. Our Salesforce experts can help you get the most out of the tool at your convenience and help you achieve your business goals. Contact Us
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 customers and partners.
After the webinar, there will be a live Q&A session so we invite you with any and all questions you have regarding Dynamics, the potential of the portal, and so on.
Key takeaways from the webinar
Insight into what a portal solution can do for you
Current business challenges and how to find a way around them
With extensive expertise in the customer engagement domain and products, Jinal Patel is the Product Manager of CRMJetty. She has been working with Dynamics 365 for innovative business solutions for 5+ years. She believes in having a strong combination of technology and management. Staying relevant and adapting to change are her success mantras.
Ravi Barot – Business Development Manager
Ravi is the Head of Sales for CRMJetty, the first point of contact for his clients, and an expert in CRM technologies, Self Service Portals & Customer Service industry. His experience has helped a lot of businesses optimize their sales process, customer retention ratio, and partner engagement with the help of CRM and portal solution technology.
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 to empower your workforce and attracts the best talent when hiring. This is an all-inclusive solution for your business that brings together all the various processes like sales, on-field operations, and customer services in one place. The expert, using Microsoft Dynamics, manages all these processes via various modules that include CRM and ERP.
Why Does One Need a Microsoft-certified Developer for Their Business?
No matter what the size of the business is – large, small, medium, or otherwise – they all need some essential features, all of which are included in Microsoft Dynamics 365. Good customer experience can be achieved by having features that are customizable, adaptable, and that are integrated into the workflow effortlessly, and this is what every company wants. Let’s talk about the key advantages of hiring a Microsoft Dynamics 365 developer:
They have a detailed knowledge of planning, integrating, implementing, and updating CRM services, along with actual comprehensive experience in doing so.
MS developers offer flexible business skills and processes for every need.
Should it be needed at any stage of CRM development, they provide exceptional technical support. This includes consultation and resolutions of any customer query 24/7.
Successful CRM development is enabled by using the latest technologies and tools in which they are proficient.
MS developers are knowledgeable in predictive analytics with real-time insights, including Power Business Intelligence and Azure.
They possess the technical know-how needed for various modules like MS Dynamics CRM, GP, NAV, etc.
They can help the whole organization by integrating specific tasks into a centralized CRM solution.
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 hire Salesforce consultant.
Now, you might be wondering what or who are these Salesforce consultants.
They are Salesforce experts who understand your business requirements and, while keeping the dynamics of your industry in mind, guide you to explore various possible integration of Salesforce in different business processes.
But largely, the question still remains, why should you hire Salesforce consultant to make the most of Salesforce to achieve your business goals? So let’s answer this question:
Why should you hire Salesforce consultant?
A certified Salesforce consultant has seen it all. They have helped many businesses successfully implement various Salesforce solutions, so they know all the strategies and nuances one needs to keep in mind. For instance, with the help of different Salesforce solutions, they can help you optimize your sales processes, streamline your targets, and manage your customer base better. Hire Salesforce consultants so they can help you grow steadily.
Now, if you are hiring a Salesforce consultant, how should you go about it? What are things you need to ensure before hiring? Here’s a checklist curated by our in-house Salesforce team.
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!
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 and WordPress.
On Salesforce, you are managing your internal & customer data and on WordPress, you are managing your website content. But how do you create a synergy between the two software? Moreover, more importantly, how can you add the customers in this synergy and create an enhanced experience for them?
All these questions have one answer. A Salesforce Customer Portal.
Of course, we won’t just say these words and let you do all the research. We have listed down 4 ways a Salesforce Customer Portal will help you meet your business goals.
1. Activity & Record Tracking
A customer portal’s main purpose is to keep your customers in the loop with all the related activities that your organization is carrying out. They will be able to access & keep records of all the activities such as purchase records, contracts, calls, etc. This will reduce the efforts of your support team, which eventually will result in lower customer acquisition costs.
CRMJetty 