Category: Uncategorized

5 Industries that Definitely Need a Web Portal Solution

Web portals work as a gateway. Where this gateway leads, depends on the purpose you want to fulfill.

Imagine an apartment building. A lot of people live there. It is a public area but each house in that apartment is private. You can only enter a house if you have a key to it.

You can get a key if you buy or rent a house there. And you can only get into the house you bought or rented. In other words, you have limited access to a big building.

Similarly, a web portal is the entrance to a large apartment building. And you can go in if you have the key to your house. To put it simply, a web portal is your specific access to a large database. There are various industries that can use a web portal to interact with their staff, as well as their customers. And they need to search for custom web portal solutions so that the portal matches their individual requirements.

Let’s talk about the various buildings where it would be beneficial to have a key:

School:

Students can have access to all their study materials and marks, while the teachers can add marks, arrange classes, add homework assignments, etc. The administrative department can have access to manage courses, school admin work, student files, class management, etc. They can also assign classroom for lectures, as well as see the fee data of each student. Similarly, the principal can overlook all the activities that are happening, each teaching faculty’s progress as well as the financial data of the school or college, without micromanaging every little task. All of this interaction happens on one database, with different types of access for each role.

Medical:

This portal can be a link between the hospital and patients. The hospital can update the patient’s diagnosis, prescribe medicines, update test results, etc. This gives the patient a full medical file that they can access online whenever they need. This portal also comes in handy if a person were to be a registered organ donor. The hospital would be able to run a match with anyone needing an organ much faster if initial information is available almost immediately.

Pharma:

Imagine having one place where patients can access all the information about their medicines. This portal can also educate them about prescribed medicines. This way they can be aware of what they are putting in their bodies and can switch meds if required. This way, the patients would never be without required medication, as the portal can also remind them to restock at regular intervals.

Banking:

A banking portal is something you might already be using. Technically, a banking web portal enables the net banking features that you use. You can manage all the accounts you have in one bank with single portal access. You can also apply for checkbooks, transfer money, generate credit card PINs, etc. with just a few clicks. Without this portal, these activities would require multiple trips to the bank. A banking portal also has a convenient feature that keeps track of all your monthly bills that you can simply pay from right within the portal.

No matter what industry you are in, no matter what building you want to build, you will need to get a set of keys for the relevant people. The way to do this is put forward your custom portal development requirements to a web portal development company. This means everyone gets the keys to the rooms that they need to work in and the operations run smoothly!

Things to Keep In Mind to Maintain A Partnership Program Successfully

First, we need to understand the concept of a partnership program. It’s a business strategy adopted by vendors and business owners in order to create an additional source of income by partnering with each other or more vendors, business consultants, etc. to promote their products or services.

The way your partnership program works depends entirely on your business model as well as the products and/or services that you sell. Of course, there are plenty of other factors that influence it. Business partners and partnership programs contribute to growth, which is why businesses have partnership programs.

No matter what scale your company is at, you would only benefit from a partnership program as it can help you reach more customers, which eventually helps you drive revenue.

Here are some other benefits of having a partnership program.

Benefits of having a partnership program:

  • Increased Revenue

There is no doubt that a partnership program generates a notable amount of growth in sales and distribution of your business in targeted areas. When you have regional partners, it is easier and cost effective because they can help you get in to those markets easily and without excessive investment. At the end of the day, the new opportunities add up to your annual revenue.

  • Extra Sales Channel

Businesses have their own sales funnels. When you have a partnership program, you have even more opportunities to have multiple streams of income.

  • Extended Network

When you partner with a vendor, business or consultant, you also, by extent get their customers and other partners in terms of relationships. This helps you build out a more expansive network.

A partner portal is a collaborative space where your partner can have a dashboard to keep a tab on their earnings, leads they have forwarded to your business, marketing & sales collaterals, etc. You will also be able to have a bird’s eye view of all of your partners’ performances.

To help you understand better, here are some of the ways an online partner portal will help you with the partner management.

  • Group and Role Management

When you have a business to manage with other partners in the picture, you have to make sure that the right data goes to the right person. For this, you need a portal so that, you can create groups and roles by tiers, partner classification, partner business models etc. This way, you can safely manage all data and everyone can access what they need to access.

  • Marketing & Sales Forecasting

Marketing qualified leads, sales qualified leads, converted leads, and the marketing pipeline data gives you insight, which further lets your forecast ROI. This lets you allocate resources and funds to marketing and partnership activities. It is necessary to have all the data that you can have of older strategies in order to know what has worked before and what has not. This is much easier to do when you have a dedicated one-stop solution like a CRM partner portal.

  • Invoice Processing

Imagine you have over 5000 bills that you need to process. From that, you have to calculate your partner’s share on over 2000 bills. What is the easiest way to do it? Manually? No! That would be extremely difficult. You can simply have an automated process in place that takes care of all the details. This is especially convenient if you have more than 10 partners.

  • Single Interaction & Communication Point

With such a large network of partners comes the hassle of regularly communicating with all of them. General means of communication like email, messaging, or calls can become too taxing and are prone to miscommunication. A partner portal, however can easily replace all of it and become a single point of access, so no matter who the designated person of contact is, everyone can have access to previous conversations and decisions. This way it is much more difficult to miscommunicate.

Starting a partnership program sounds fantastic and in the beginning, it can be exciting. However, you must keep in mind that you have to maintain it, as well as the relationships you make through it. It can, after all, make or break your business growth.

Interested in hearing more about an online partner portal or customize partner portal solutions? Then get in touch today!

Web Portal and Its Application in 5 Major Industries

When you Google ‘What is a portal?’, it says that it’s a gateway or a door. But it also says that it’s a website or a webpage providing access to other sites.

In other words, it gives a limited amount of access to a specific group of people. The extent and type of access varies from industry to industry. Just as a door is customizable, you can approach a custom portal development company for a custom web portal crafted according to your specific needs.

An online portal is an individual key to a particular part of a mammoth database. The individuals with access can edit only certain parts of this vast interconnected data. Portals can be convenient in a number of industries.

Education Industry:

An educational institute has a central database with information about the teaching staff, the administrative staff as well as the students. An educational web portal could give access to all of these people to assist them in their jobs.

Medical Industry:

A medical portal can make a huge difference in the workings of a hospital. All the patient data stored in a CRM will be made smartly accessible to doctors in order to provide access to their patients.

Other Use Cases:

Streamlined Transplant & Transfusion Process: A medical portal can also make organ transplant or blood transfusion process more efficient. All of the patient’s details are available to the hospital so they can match blood types and match organs to recipients in a timely manner.

External Collaboration: Hospitals have to collaborate with governmental authorities, blood banks, and organ transplant authorities. When each patient file is in the database with their blood types and organ donation details, it will streamline the process and benefits, for both the patient as well as the concerned organizations.

Pharma Industry:

In the pharmaceutical industry, a web portal solutions is a great way to keep track of each patient’s medical history. A pharmacist can fill prescriptions accordingly. The patient can also put in an order for their medicines according to their prescriptions.

Banking Industry:

A bank has complicated, sensitive database. This portal can give access to clients to their bank accounts in a secure manner so that they can carry out transactions from anywhere in the world without having to go to a bank.

Banking portal for companies:

Not all clients that a bank has are individuals. Banks have salary accounts of many employees of various companies varying in scale. A banking portal for a company gives them access to transfer the right amount of salary into each employee’s account without making errors.

Trading Industry:

These portals deal with extremely sensitive data. The forex trading portal maintains the client’s portfolio of currencies that they own. A trading web portal also lets you buy and sell currencies. The easy buying and selling of currencies comes in handy when you are trying to make transactions in other currencies.

Forex trading accounts or demat accounts are often tied up with banks. So a trading portal integrates with a bank, but with a separate login then that of the net banking service.

Web portals are essential to all these businesses, whether they work in B2B or B2C. Not all portals are the same.

There are a lot of companies that provide portals, and a few of them provide custom portal development solutions. CRMJetty is one such company that provides web portal solutions for all of these industries.

Since web portals function as doors to the connected database, it is vital that they are also secure. As a web portal development company, it is our duty to make sure that all our products provide a secure gateway to your business. Therefore, we store nothing on our servers, and your servers can directly host the portal.

View Source: https://www.crmjetty.com/blog/web-portal-industry-specific/

Here’s How a Customer Portal Simplifies E-Commerce Operations

For any business, their customers are their top priority. Making sure they get the right information at the right time to convert them into customers is very important. This generally means some of your staff will constantly have to work on client management, doing tasks that are mostly repetitive.

However, there are tools available now that can do just that. CRM customer portals take the hassle out of repetitive tasks and making the process more efficient. Customer portal bridges the gap between the business and the customer with its robust functionalities. It also means that you can fulfill your customers’ basic requirements at all hours of the day without a staff that works at all hours of the day.

Additionally, with a good customer portal development company, you can have a customized customer portal which works according to your business flows & operations.

Here are 4 scenarios where you can simplify your business operations with a CRM customer portal:

Data Management

Scenario:You manage your critical customer data in CRM and your web data in a CMS. Ideally, you capture leads from your websites and then transfer that data to your CRM by adding them as leads. And then you nurture them to turn into customers and once they are your customers you will have to manage all the transactions between you & your customers. Now, this is where it gets tricky. It can be a bit overwhelming to manage customer data and related transactions of so many customers. And also providing customer services when required.

Solution:Customer portal extends the functionality of CRM and creates CMS based portal giving necessary CRM access to your customers. This portal allows provides an aggregated view of your customer data helping in you making informed decisions.

Customer Support:

Scenario:

In the current digital era, customers tend to want a quick fix when it comes to solving their queries. They don’t want to spend time sorting it out over an email thread or phone call. This increases the time you take to provide a solution, which is never a good thing.

Solution:

They can also find a solution from the knowledge base, which they can access any time for a customer portal. If the customer is not satisfied with the solution, they can raise a ticket. In this way with the ticketing system, a portal reduces the possibility of a delayed solution and the chance of miscommunication that can happen over emails. Some customer portals can also come with a live chat option, where a user can communicate with the team 24*7 to get an answer immediately.

Cost:

Scenario:

Every business wants better profit margins against optimal investment. And to make that happen, deciding where to cut the cost can become a major obstacle for any organization. There are some departments that can use automation to reduce the costs massively. One such department is the sales department. Adding automation for customer support in the sales department can help your team focus more on the bigger picture.

Solution:

Instead of hiring a bunch of professionals to handle as simple as support tickets can be a bit expensive. With a CRM customer portal, your customers can easily find their way around. And such a portal will also have ticketing system automating the process to some extent. This way, you can cut down on hiring and training costs. A customer portal solutions is also an added bonus in terms of the additional tasks it can handle.

Data Security:

Scenario:

When you have customer data in your CRM, it is crucial that that data remains safe. So how do you give your customers secure access to your CRM so that they can solve their questions promptly?

Solution:

You can provide your customers with the login of a CRM customer portal, which gives each customer private, encrypted access to the CRM in order to see their own data. They can use this secure login into your CRM to modify personal details in your CRM, as well as keep track of their orders and invoices.

Conclusion:

These are just some of the scenarios where you can benefit from having a customer portal solution for your ecommerce store. You can easily find a customer portal development company which can customize a portal for your store and it would make your life much easier.

Must-Have Features For A Third Party Salesforce Portal Solution

Salesforce Portal

If you are in the business of ecommerce in any capacity, then you probably know that it is important to give access of your CRM to your customers, so that they can manage their wish list, orders, payments, as well as refunds and returns. Now, of course, there is no way to give direct access to the CRM. This is where a customer portal comes in.

After all, a demographic based marketing approach is getting old now, with customers preferring a more personalized approach. Personalized marketing means that the customer will never miss out on deals and coupons for the things that they actually want. A portal makes it even better when it gives the ability to create wish lists and allows signing up for notifications.

And for this instance, let us look at solely, Salesforce customer portal. Salesforce is one of the most popular customer relationship management tools. And its combination with the most renowned CMS WordPress would work wonders. So, let’s see what does a third party Salesforce portal do?

  • Enterprise level build:

Salesforce is an enterprise-level CRM, so it would need a portal that is also enterprise level. By this, it means you have the functionality that you would expect out of a premium product. It should take the premium features and tools of Salesforce and tune them for the use cases of a portal.

  • Cost effective:

Since we are exclusively talking about third-party portal solutions, it would be cost effective. Since Salesforce already has a portal that is expensive to buy and maintain, with a fee for each account, it would be the right move for a third party developer to make a Salesforce portal that does not charge a fee for each member. This is the best way to make it cost effective.

  • Security:

In the last six months, we have heard of more data leaks in the tech industry than we can keep a count of. The right portal would have to be secure in a way that the data is only on the CRM and the portal is able to fetch it directly from there instead of storing it internally. When data leaks, it tends to lose customers because they can no longer trust you with their information. Especially when the information that an ecommerce store is of extremely sensitive nature that of home addresses.

  • On-demand information:

The most convenient thing about an online store is that a customer does not need to go out of their way to interact with your store. So they shouldn’t have to go out of their way to get anything they need. A Salesforce customer portal should have a ready set of information that a customer could potentially need. Customers should be able to access this information whenever they want without having to interact with a customer service staff member, over long email threads or phone calls.

  • Customized look and features:

Since it is your store’s portal, it should match the various design and experience aspects of your store. Your Salesforce portal should provide a quick-action dashboard that shows relevant information to your customers at the right time. It should also prompt them with coupons for the products that are in their wish list or a feedback email after certain days of delivering a product. As an admin user, you should be able to customize the modules that you want to show in your portal, as well as what modules your staff sees, as compared to what your customers see.

All in all, a Salesforce customer portal should enhance the features of your CRM while also providing certain custom features that your customers can benefit from. These features will take your targeted marketing and sales efforts one-step further and help you not only gain customers but also delight them and, furthermore, retain them.

There are many third party portal solutions that are available for Salesforce, so if you are in the market for one, make sure to find one that has all of these necessary features. This will set your store apart and help you give your customers a premium experience.

How WordPress Client Portal Can Help Your Business Thrive Exponentially?

What determines the future of your business is the first interaction you have with your client. Either it be via phone, your website, customer portal or in person. If your first interaction with your client is a pleasant one, you are more likely to retain them forever.

Today, with the increasing internet usage, all the businesses are striving to be ubiquitous by harnessing client portals to better serve their customers. When your customers sign in your portal – you give birth to a brand-new relationship with your customers.

Why Is Client Portal A Necessity?

Traditionally, the only way to deliver customer service was through a call or meeting in person. But nowadays, from shopping to healthcare, all the businesses have started using client portals to build deeper connection points with their clients.

The great advantage that comes with a client portal is that it gives clients the freedom to interact with you when and how they want. However, with changing customer expectations and the fast-paced, technology-driven world that we now live in, many businesses are looking at new ways to interact with customers and client portals are an excellent example of this sort of innovation.

With the help of a client portal, you can interact with your clients, share files, discuss, chat, plan, organize and manage tasks and events in a private online environment.

Some Common Client Portal Use Cases:

Client portals allow a streamlined flow of data between customers and employees. There are many ways a business can harness client portal depending upon their industry and purpose of use. Here are some of the most common real-world use cases of a WordPress client portal.

External File Sharing: This is the most common use case of a client portal. Many businesses have a hefty amount of paperwork to deal with. All of it should be in sync and accessible to both client and employees as and when required for everyone.

Project Collaboration: If you are in a business which requires constant feedback and comments from client to work efficiently, a client portal can be a great tool you can harness to make the communication hassle-free.

Knowledge Repository: Customer Knowledge base is the best way to engage your customers and expand your business reach. With the help of a client portal, you can empower your customers and employees to find information regarding any aspect of your business without wasting their precious time.

Benefits of WordPress Customer Portal:

Company Benefits:

  • Optimized Total Customer Experience
  • Enhanced Customer Lifetime Value
  • Reduced costs on customer servicing, software, hardware, and human interface
  • Identification of potential customers through clickstream analysis
  • Service oriented architecture to enable scalability and zeroed maintenance costs
  • Integrated web services for data integration across wider data network
  • Improved Return on Investment with high customer value, satisfaction, and retention

Customer Benefits:

  • Improved customer services
  • Consistent, instant, and anytime support
  • Rapid problem resolution
  • Personalized interface and content-based information suited to individual preferences
  • Secure access with the convenient single sign-on capability

4 Things A Business Should Consider Before Making the Plunge:

A Client portal can certainly help your business thrive exponentially in today’s rapidly disrupting marketplace. There’s not a single client-centric industry that can’t benefit from client portals.

However, when it comes to integrating a client portal, there are some things that businesses should take care of before making the plunge:

1. What Do You Need Customer Portal to Do?

Each company has different reasons and requirements for implementing customer portal. For example, if you are a small accountancy firm you will need a customer portal to securely share sensitive documentation with individual clients.

2. Personalized UX:

In today’s mad rush, personalization is what helps any business to build a good rapport with their end users. Imagine you are skimming through abyss of hundreds of emails piled in your inbox. While skimming, you simply glimpse at the opening of an email.

“Hello There, we are going to launch xyz today!”

“Hey here, check out our latest products and deals!”

“Hello Aditya, here are some things that you are passionate about!”

Which one from the above three emails you are most likely to open? If you are like the most, you will open the one with your name in it. Hence, it is essential for your portal to deliver personalized user experience to your most valued customers.

3. Consistency Across the Portal:

Along with personalization, customers also expect a consistent experience. The portal should be featuring your logo and work hand in hand with other brand features. According to Kayako’s customer service trends report for 2017, 90 percent of customers want a brand to have continuity across all channels. Having said that, because a client portal is like a digital office front, you should make sure it should deliver just as professional and personalized experience as a brick and mortar store.

4. What if I Mess Anything Up?

Mistakes are part of human routine. And you are not a robot. So, there might be a time when you mistakenly mess something up. What next? Will the software company be there when you really need them? How friendly are they?

“An ounce of prevention is worth a pound of cure.”

If you know that the company you are dealing with, will be there when you need them – you won’t be worried even if you mess anything up.

How to Find an Ideal Company for Your Project?

Finding an ideal company to help you in integrating WordPress Client Portal with your CRM is indeed challenging. It is quite tricky to find an ideal solution that works with all major CRM solutions like, Salesforce, SuiteCRM, SugarCRM & Dynamics CRM.

While we have been serving this industry since a decade now – we feel extremely proud to have a privilege of serving the giants of the industry. We believe in offering robust web solutions that has the potential to help you grow your business beyond any limits.

If you are seeking for an ideal WordPress client portal, give us a call and we will be on your marks to help you turn your idea into a blazing reality!

Source: https://www.crmjetty.com/blog/how-wordpress-client-portal-help-business-thrive/

Supplier Management – What, Why, & How

The way an e-commerce business chooses and handles its vendors determines their overall success. In this blog, we are going to take a deeper look into how vendor management can make or break your e-commerce business.

What is Supplier Management?

Supplier management is the process of maintaining relationships with your vendors. It includes managing contract negotiations, having meetings about quarterly reports, and sharing regular sales data analytics. In simple words, it is the management of the people who supply all the products that you choose to sell to your customers.

Why do we need Supplier Management?

  • To Create Better Relationships

The vendors and your relationship with them define the quality and availability of the products. Which directly affects your relationship with your customers. At the end of the day, sales and customer satisfaction decide the fate of your business. If you build a mutually satisfying, and a growth-oriented relationship, it will pay off in the long term.

Pro Tip: The best way to manage a healthy and functional relationship with vendors is to regularly send them quality analytics of the customer behavior patterns. This will simplify your communication with them.

  • Efficient Process

Keeping in constant touch with your vendors is vendor management in simple terms. This practice makes it easy to negotiate products prices. Sending emails back and forth can do the trick, sure, but when you have to do it every few days, then it can be a bit cumbersome.

  • Protects Brand’s Goodwill

Supplier management influences your brand name. When done well, your vendors will be more than happy to work with you, and this will also attract more vendors or vendors may turn to exclusive partners.

  • Minimizes Risk

The biggest risk of downfall that your e-commerce business can face is the unavailability of high in-demand goods which is directly dependent on the vendors. If you manage your vendors as well as you generally aim to manage your customers, then you build a relationship with them.

Your success is dependent on the efficiency of your communication with vendors and suppliers. The most effective way to manage your vendors is to have a proper vendor management portal. A portal bridges the communication gap and makes everything accessible easily for both the parties.

Apart from that, let’s see what are the best practices for Supplier Management.

Best Practices for Supplier Management:

  • Proper Supplier Selection

This point goes without saying. It is extremely important to choose the right vendors, as it is to choose the right partner.

  • Be in Touch Constantly

You have to be in constant touch with your vendors. You can get a clearer idea of the quality that they maintain and they can get a clear idea of your sales practices, so they know they are getting fair treatment.

  • Supplier Management Portal

Communication via emails and meetings can be time-consuming, and often confusing. This is where a Vendor Management Portal comes in. This is a tool that makes managing simple for you. Once a vendor data is in, it connects to every aspect of the communication with them.

A supplier management portal is more than just a database of all the vendors that you work with. It also connects to your Customer Relationship management portal in case you need to give your vendors access to a specific module.

Vendors from all over the world can simply register with your portal. No need for them to be in the same place as you geographically.

The Vendor Management Portal also has a procurement module that allows your procurement manager to easily compare quotes from various vendors regarding all the products. The manager can compare based on both price and quality of said products, as well as other metrics that you want to set.

Conclusion:

With a huge business comes a lot of small responsibilities. And a whole lot of them are managerial, which you can easily manage with the help of a portal. If you want to explore options for supplier portal solutions then CRMJetty has an excellent supplier management portal that you can check out here.

And if you want any additional information on vendor management portal, then feel free to contact us here.

Source: https://www.crmjetty.com/blog/supplier-management-what-why-how/

How to Grow & Manage Your Partnership Program

Let’s first clear the concept of Partnership Program: It’s usually a business strategy adopted by vendors and business owners where they create an additional source of income by joining hands with other vendors, business consultants, etc. who promote their products/services.

Business partners or partnership programs stimulate growth. The only reason why so many businesses have partnership programs.

The startup Rindagoc experienced 1,983% boost in overall annual revenue and 1,000% user growth within six months without any upfront costs. Almost all size of companies are turning to partnerships to help them expand their customer reach which eventually drives revenue.

Considering another example that is Hubspot. It has one of the most successful partnership programs based on Saas model. Soon after the launch of its partner program, it generated an ample amount of monthly recurring revenue. With smart efforts and investment, the first quarter produced approximately 42% of the company’s customers and 33% of revenue.

Keeping aside the success stories, here are some other benefits of having a partnership program.
Benefits of having a partnership program:

  • Increased Revenue

Without any doubts, it generates a significant amount of growth in sales and distribution of your business in the targeted areas. Having partners who are regional experts can help you penetrate those markets without you having to invest much.

  • Extra Sales Channel

Every business has its own sales funnels. Having a partnership program opens the doors to new opportunities. Such programs work as an extra source of income for the business.

  • Extended Network

When a company partners up with a vendor, business, or consultant, they’re essentially partnering with their customers and partners as well.

But maintaining a Partnership program is not easy. Managing, communicating, etc. with your partners spread across the country or globe is not a cakewalk. To get partners might be the easiest step of developing a partnership program.

What’s not easy is to grow the program and sustain the partnership(s).
So, we analyzed our partner program and here we are with some tips to grow and manage a partnership program.

How to grow a partnership program?

As mentioned above, it is harder to sustain the partnership(s) rather than questing for the new ones. Here, communication bridges the gap. While in the conventional way you can manage that with emails, calls, messages, etc. But in the longer run, when your partnership program is growing, you will need some permanent way to manage your program.

The best way is to have an online partner portal or CRM partner portal. But before we get into the management of the partners, let’s see how you can grow the partnership program.

  • Partner Management System

When you have 2-5 or even 10 partners, you can smoothly manage them with normal modes of communication like emails, calls, etc. But you don’t want to stop there. To grow your program, you will need a proper management system, in order to focus more on pitching new partners. Having a streamlined partnership program is bound to be a success.

  • Create & Manage Assets

Another proven way to grow a partnership is to have the right marketing and sales assets. Like email copies, brochures, product descriptions, PPTs, and many more. Having helpful assets will create a good experience for partners & motivate them to put in a good word of mouth among their network. And voila! You will have more partners in no time. So, focus on the content and assets you provide.

  • Grade Your Partners

To grow, your program and even business, you will need a grading system. To learn what works best for you and which are the dead and unproductive assets in your system. Similarly, you need a grading system for your partners to identify who is bringing in the quality and enterprise customers. Once you identify such partners, you need to understand their strategies and help other partners implement similar strategies too.

And once you give a boost to your program, it tends to grow itself.

After the growing stage, comes the management stage. So, the next step would be to have a solution to manage your partners. And as mentioned above, a partner portal is the perfect solution.

A partner portal will give your partners a dashboard where they will be able to see their earnings, leads they have forwarded to your business, marketing & sales collaterals, etc. And you will have an overview of your partners’ performance.

To help you understand better, here are some of the ways an online partner portal will help you with the partner management.

  • Group and Role Management

When you have a full-fledged partnership program, chances are you will have plenty of data. And that doesn’t need to be shared with every other partner. You will need an effective portal to create groups and roles by partner tiers, partner classification, partner business model, etc.

  • Marketing & Sales Forecasting

To allocate resources and funds in the marketing and partnership program, you need to forecast ROI. Which you can only if you have the required data including marketing qualified leads, sales qualified leads, converted leads, the marketing pipeline, and what not. It’s crucial to have data from all the previously implemented strategies based on which you need to evaluate what’s working and what’s not. It’s only possible when you have a unified solution like a CRM partner portal.

  • Invoice Processing

Suppose you have 3000 bills to process. And you need to calculate partner’s share on more than 1000 bills, how will you do it? Manually? No! You need to have an automated process intact to take care of all these details. If you have 300-500 partners, then I am sure, you don’t have time to look into these small details.

  • Single Interaction & Communication Point

With a growing network of partners, your salespersons would need to contact them on a daily basis. And maintaining contact on multiple platforms like emails, calls, messages, etc. will become tedious sooner than later. Whereas with partner portals you will have a single point for all communications. This would eliminate the need for redundant emails and calls and have all the conversations logged at a single point.

Conclusion:

Starting a partnership program might seem easy and effortless but once it’s out of the first phase, you will need to put in constant efforts. And these efforts will definitely result in business growth.

Interested in hearing more about an online partner portal or customize partner portal solutions? Then get in touch today!

View Source: https://www.crmjetty.com/blog/grow-manage-partnership-program/

A Customer Portal: Right Solution for Business or Not?


‘Self-service’. The phrase itself means to serve yourself or to help yourself. That’s where the idea of a customer portal comes from. If you are a business that wants to provide 24*7 customer support without extending working hours or without hiring more support executives, then this is the tool you are looking for.

A customer portal is a single point of interaction between customers and business. Let’s see how effective can a customer portal can be:

The obvious benefit of a customer portal or a self-service portal for your business is the convenience it provides. Both to your business as well as your customers.

If we talk about customers, the popular opinion is that they prefer the self-service option rather than having to have long & tedious human interaction. It helps to get faster solutions, and they don’t have to visit a brick and mortar store. This is why the best option is to provide your customers with online customer portal solutions.

If we were to think based on the various industries of business, healthcare, finance, real estate, banking, education, etc. all benefit greatly from the customer portal solutions. It has made operations more efficient, and it helps provide round the clock services. It is a simple solution that integrates seamlessly into the user experience. It is an effective option to serve your customers properly & if this option is not there, customers experience hindrance in accessing services.  

Now the question is, does your business need a portal?

Read on to find out.

Customers Demand Self Service

These days customers’ demand for self-service has increased. And it becomes a preferred method for them to interact with any business. They don’t prefer email or call support for their queries. They want their answers online by FAQs and knowledge base. Customers always find it much easier to find answers themselves rather than wait for a reply from a support executive.

Here are some facts regarding self-service which will back our statements:

According to Superoffice Blog:

Customer portal enables the self-service option for your customers.

Increase the Productivity of Support Staff

Time management is the biggest challenge for all businesses. The support teams spend most of their time in solving repetitive queries. This decreases their productivity, and it’s a waste of resources.

The ticketing system of self-service portal reduces the workload of agents. Customer portal saves time and provides automation for routine and repetitive tasks. So your customer service representatives concentrate on other important tasks. Thus, a CRM customer portal provides maximum customer satisfaction and increases the productivity of your sales and support team.

Role-Based Accessibility

A customer portal is basically you sharing your CRM with your customers. Now, a CRM contains a lot of sensitive data and sharing all of that data with customers is not a good idea at all. A good CRM customer portal comes with role-based accessibility where you can restrict the information you share with your customers. They will only be able to see the modules to which you’ve given the permissions.

Single and Secure Sign In

Lately, awareness of cyber and data security has increased. If a business is seen being lax about security, they are written off by people. A CRM customer portal takes care of secure sign in for you. It does not fetch any data from the database, but simply gives a secure interface where users can log in using the credentials they have. Only verified users will have access to the portal.

Cost Effective:

A customer portal is inherently cost effective because it helps reduce the time that your support staff spends on repetitive tasks and queries. This way you don’t even need to have a very large support staff. It also helps to retain your customer with clever customer servicing. And a loyal customer is, of course, good for business.

So, what do you think? Can a portal add value to your business? If yes, then find a company that can build you a proper customer portal keeping your business use cases in mind.

Wrapping it up…

These are the main reasons why you should consider offering a customer portal to your customers. There are a lot of companies that offer customer portal development, as well as services to customize it according to your needs. You can find a good company that designs customer portals, make sure they have a good portfolio and pick the right one.

How WordPress Client Portal Can Grow your Business?

Wordpress client portal

An eCommerce business is no less than a small child. The keen interest and supervision on all your interactions with your business determine your success and roadmap. From managing store inventory, product orders to customer relationship management all of them are important business aspects. While there are a plethora of modern applications available to handle tedious operations like inventory management, shipments, returns, and so on, a customer portal plays a vital role behind managing your customer interactions.

Customer Portals enable streamlined communication between clients and employees. Based on the purpose of your business, you can leverage the functionality of portals to improve the day to day interaction cycle between you and your customers. If you are using the most powerful & renowned CMS WordPress to run your website operations, then let’s explore the ways a WordPress Client management plugin helps your business grow.

We have explained some of the most common real-world use cases a business can harness the client portals:

Easy Paperwork: When there is a business, there is a lot of paperwork involved. The only condition is that it should be in sync and available to the client and the employees simultaneously. With the help of a portal, your customers can easily upload their files into a structured file system which is accessible to everyone.

Knowledge Base: An exhaustive Knowledgebase is the best way to make sure your customers are up-to-date with your business offerings and are getting the help whenever required. It helps you eliminate the office visits of your customers. They can easily find the answers to their questions. This way you can be there for your customers 24×7 without actually being there.

Project Collaboration: If you own a type of business which requires constant feedbacks and communications with the client, a client portal can be helpful because it enhances the way your business interacts with the customers. It enables easy transportation of files between you and your customers. Especially if the majority of your staff works remotely.

Other ways a WordPress Customer Portal Helps Businesses:

One of the major benefits of WordPress Customer Portal is that it makes communication for customers simple and effortless. Whether they have any concerns regarding the services, or they want to suggest something, they can easily raise tickets by logging into the customer portal. The admin can process these requests at earliest and resolve the client queries.

Moreover,

It offers an optimized customer experience along with the following benefits:

  • Enhances customer relationships.
  • Helps you Identify the potential prospects and customers
  • Render a detailed analysis of your customers
  • Helps you identify a new potential customer base
  • Increases the Return on Investment ratio
  • Lowers the customer service costs related to hardware, software and human interface.

Available for All Industry Types:

When it comes to portals, they are not limited to any type of industry. A client portal can help your business to grow rapidly and consistently in the ever-growing global market. Because with the streamlined customer portal you can make your business operations more professional and leverage the enhanced relationships with clients.

Bottom Line

While your CRM contains all the interactions between customers, suppliers, partners, prospects, and all other contact types, the WordPress Client Portal allows you to provide quick but limited access of your CRM to all the stakeholders with a single step login. The client portal also helps your customers to track the current process of their tickets, requests and check its updated statuses.

It can be a bit tricky to find an ideal partner who provides an integral WordPress Customer Portal with your CRM. It remains a bit challenging to find a solution which works with your CRM like Salesforce, SuiteCRM, Dynamics CRM and more. But once you figure out the right partner, your business will swiftly progress!