Types of Dynamics 365 Portals and Their Uses

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points.  Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision: 

  • Customer Self-Service Portal
  • Employee Self-Service Portal
  • Community Portal
  • Partner Portal
  • Field Service and Project Service Automation Portal

Major Types of Dynamics 365 Portals

Customer Self-Service Portal

Customer Self-Service Portal helps you guide your customers even when you are not sitting at your desk. A streamlined knowledge base helps them get answers to their queries when they cannot reach the support staff. The basic availability of a webstore being 24/7, support or assistance should also be available 24/7. 

Such a self service portal encourages problem solving by providing relevant solutions without the intervention of your staff. This portal includes forums wherein customers can have discussions and there is community building through problem solving. Other interactions like polls, ratings and comments also help the company or organization get essential feedback. 

Employee Self-Service Portal

Employee self-service portal can be used as an internal space for employees to share knowledge, manage their tasks, and have certain interactions with the CRM. They can use it to access answers to FAQs, give feedback, and develop a community of their own. 

HR for Dynamics which is a self service portal for employees is an efficient platform that simplifies tasks for everyone, especially HR and managers. Employees have the freedom to manage their exchange with the HR department regarding leave applications, activities, travel expenses or other expenses etc, right from within the portal. Apart from that, they can easily change personal information in case of any changes in their contact details or bank details.

For the managers, this gives them the freedom to perform their managerial tasks. They can get their team’s summary front and center, including each members’ leave details, salary, deadlines, certification details etc. This helps them make a more accurate analysis of the team’s performance. 

Community Portal

Community portals are primarily like a virtual community, wherein they function like one. A community portal of an organization invites discussions, blogs and articles, and enables polls, ratings and provides a space for comments for feedback. 

Such a portal can encourage users to promote the organization as they become unofficial ambassadors and influencers. 

Partner Portal

Partner portal extends a hand to your partners to bring them on to your organization in a more meaningful way. They can access various components with this like orders, invoices, payment history, etc., all the things that are relevant to their functions in the organization. 

This helps partners get an insight into lead distribution, deal and opportunity tracking, so they use that feedback to improve their operations whenever possible. With account management capability, partners can update any relevant details, have access to their contract details etc.

Multi-partner collaboration facilitates a number of partners to work together on a single opportunity. This way, all of them can get the sales and experience.

The platform of partner lifecycle management can be used for recruitment and streamlines your operations of the partner channel.

The partner portal also maximizes on deal protection and authorization for discounts, and benefits and gives vendors visibility in the customer pipeline. This happens via deal registration.

Field Service and Project Service Automation Portal

Field service portal gives an all-around view of assets, invoices, work orders and agreements. It is available when customers purchase the Field Service, Project Service Automation or an Enterprise plan. 

The Project Service Automation portal, on the other hand, gives partners project information like bookable resources, quotes and invoices.

How CRMJetty Can Help?

So, you can see that there are different Dynamics 365 portal examples available to pick from, based on use cases. Picking a portal from the available types of Dynamics 365 portals requires you to analyze your business requirements. And CRMJetty can help you with that. 

We provide different types of feature-rich Dynamics 365 portals for different industries like nonprofit, education, insurance, real-estate, finance, etc. In addition to that, we also provide portal development services for different use cases and users like vendors, affiliates, partners, customers, etc.

The process we follow to develop is simple and transparent throughout. First, our developer team gathers all your feature requirements. Next, we check and find out if our base product can cater to your portal requirements with customizations. If not, we develop a complete roadmap for a custom solution for you and keep you posted about the developments. Before final delivery, we test it for limitations and confirm that the portal is exactly like what you wanted. 

In the end, we deliver the final custom portal to the customer and provide maintenance and support services as well. 

We can help you figure out the portal that meets your requirements and then customize one to match your exact needs. CTA – Get in Touch

Online Travel Portal: The Future of Travel Business

When was the last time you visited a travel agency office to book your travel ticket? Or to understand holiday packages to pick from? Well, I am sure it was a long time back when the online travel business was in its nascent stage. This was a time when it wasn’t widely accepted and popular because people had apprehensions about such transactions being fraudulent.

Well, that time has passed and the online travel business is a thriving industry today. Big players like Airbnb, Expedia, Booking.com, etc., have revolutionized the travel industry. They have made online travel services reliable and secure and therefore gained people’s trust and support. 

After a drop in 2020 due to COVID-19, the online travel agency sector worldwide is forecast to snowball again. According to Statista, it is forecast to touch $820.18 bn by 2023. It is clear that the online travel business is a booming industry and will continue to be so. 

Rising to the occasion, even small travel agency owners are also looking to go online. For them, an online travel portal can be an ideal fit. It is because it lets them manage their agents, partners, and customers centrally and efficiently. 

If you also run a travel company or are looking to start one, this post is for you. In this post, you are going to learn about the importance of an online travel portal in detail. You’ll also know the features you must seek in a travel portal. 

Benefits of an Online Travel Portal

A travel portal based on your CRM can help manage your travel business easily. For example, a SuiteCRM customer portal for your travel business would be suitable if you use SuiteCRM. And Salesforce portal for Salesforce-based organization, and so on. 

  • Reduced Running Costs

If you run a travel company, hiring several travel agents to explain tour packages and booking tickets may be costly. Instead, a SuiteCRM customer portal or any other portal for your travel business can save you expenses. 

Moreover, you can also cut down the effort of maintaining records of all costumes in spreadsheets. This is because you can view all your customers’ and agents’ details centrally and manage them better with a travel portal. 

  • Real-Time Access

A travel portal provides real-time access to all details like prices of tour packages, hotels, rental services, flights, etc. to your customers. Customers can also vet and compare the prices of hotels and packages during peak season and normal times. It helps them make a more informed choice of a tour package, hotel, etc.

  • Customer Care Support

A travel portal helps customers communicate and convey issues easily via a chat or call option. This helps customers get quick solutions to their travel-related issues or answers to queries. 

They can also get help in selecting the right package for their tour plan via customer care support. This way, a travel portal eliminates the need to call or visit a travel agency office for every small issue or query. 

  • Enhanced Transparency and Convenience

An online travel portal helps display accurate fares with any hidden costs. This helps build customers’ trust in your company and connect with you more. A complete comprehensive breakdown of applicable charges brings more transparency. 

Besides, booking tickets and packages online is convenient. Customers don’t have to visit any office or branch to book their tickets, hotels, or rental services. They can do it all right from within the portal. Using a portal for this also helps get a much clearer view of comparison metrics like pricing, amenities, etc. This saves both their time and money and enhances their experience. Similarly, customers can also easily cancel or reschedule a booking without calling the company’s office or visiting there. 

All this helps takes customers’ convenience, and booking experience, to the next level. 

  • Large Variety of Options

An online travel portal helps gain access to a large list of hotels, rental cars, flight or bus tickets, and tour packages. Customers can get numerous options to choose from unlike in the case of an offline travel agency. 

All this is not feasible with a travel agent due to time constraints and limited knowledge available on the internet. 

Features to Look for in a Travel Portal

The travel portal you pick should be easily accessible to the admin, agents, and customers. 

For Admin

As the business owner and admin, you should have control over the complete management of your customers and agents. For that, there are a few admin features below that you must look for when picking a travel portal:

  • As an admin, the travel portal should allow you to view, manage, and update customers’ booking details on the fly. 
  • You should also be able to manage hotel bookings easily and efficiently from within the travel portal. The portal should provide a centralized view of all bookings to help you get better visibility and avoid any errors.
  • There should be a built-in process for the online identification of customers within the portal. It will help you avoid the hassle of manual identity verification after check-ins. 
  • The portal should allow you to manage tour packages and their details like prices in real-time. You should offer the best tour package recommendations based on your customers’ preferences and budget. 

For Agents

If you provide an online travel service that supports individual travel agents and associates; your travel portal should have the following features:

  • Individual hospitality agents and associates should be able to manage their commission for every booking. The portal should also let them track total bookings and negotiate the commission to pay to you. 
  • The portal should let travel and hospitality associates and agents implement the credit systems for customers. It will help increase repeat bookings and expand the customer base. 
  • The portal should also facilitate offering discounts on bookings for agents to attract more online bookings. This way, they can also adjust the commission fee according to the overall profitability of your company. 

For Customers

Last but not least, the travel portal you pick should be user-friendly for your customers.

  • The portal should make the booking experience seamless for customers. It should let them check for the availability of travel tickets on specific dates and book them. 
  • There should be a choice of multiple payment options to book. The portal should also provide the option to save a payment method for future bookings for fast transactions. 
  • There should be an exhaustive list of hotels, ratings, charges, and facilities displayed. Comparison and filter options should be there to allow customers to vet and pick a package carefully.
  • Your travel portal should let customers view travel booking history and update booking details. They should get to update, cancel, or reschedule their bookings without hassle. 

 Launch Your Travel Portal with CRMJetty

 If you own a travel company and are looking for a travel portal, we’ve got you covered. Our development team can help you develop a travel portal based on your CRM. 

 We provide ready-to-integrate industry-specific SuiteCRM client portal, Salesforce portal, WordPress 

 portal, etc. If you want to expand your existing portal’s capabilities, we can help you with that also. We can discuss your portal requirements, analyze the feasibility of development or customization, test limitations,  and deliver the final portal. 

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Your Alpha Team to Get You the Best Client Portal Software

Customer satisfaction is one of the top priorities of all businesses. To enhance customer experience, there should be a way to enable them to serve themselves. Customers and clients should be able to find the required information or solve their problems before seeking help. This is where a customer portal comes into the picture. If you are a business owner, you should pick the best client portal software suitable for your business requirements. 

In this post, we’ll walk you through the advantages of a customer portal. We’ll also explain how we can help you build the best client portal software for your business with our portal development services. 

Benefits of a Customer Portal

  • High Levels of Customer Satisfaction 

A customer portal helps personalize the customer experience by letting you address each customer by their name at the time of log-in. By providing easy access to the information they need, you can engage them better. 

You can let customers view their history of product purchases or past service subscriptions. Besides, they can also access the knowledge (articles, posts, FAQs, etc.) they need to solve their problems. You can also analyze the most common problems and curate your content to address them.

This way, the right and best customer portal software contributes to increased customer satisfaction. 

  • Enhanced Security

As the admin, you can control the access to various entities in the portal. You can decide on the entities you let your customers access. You can also provide limited role-based access to different users within your organization to upkeep security. 

  • Reduce Operational Costs

Resolving every query of your customer or client over calls and emails can be both tedious and costly. Instead, if you pick the best client portal software for your organization, your customers can self-address their common issues. Your support team can focus on resolving major issues of customers rather than minor and common issues. This, in turn, increases efficiency and reduces operational costs. 

Why Choose CRMJetty to Build the Best Client Portal Software?

At CRMJetty, we can help you build the best customer portal software that suits your business requirements. Our customer portal has a number of features that can benefit your organization. 

With Product Catalog and Services Display, you can display your products and services to your customers. You can also enable your clients and customers to reach out to you easily anytime via chat, tickets, etc. You can create different customer groups on different criteria to see particular prices and make them feel valued. 

The integrated payment gateway lets your customers make purchases via payments right from within the portal. You can also analyze the portal data to find out what the customers are looking for in general. The tickets and cases customers generate can help you get insights into customers’ most common issues. 

Last but not the least, we can help you build a customer portal as an extension of your CRM. Or we can also develop a web-based portal independent of the CRM. Both ways, your security stays intact with the database on your server only. 

In short, we provide the best customer portal software development services you need for your organization. 

Get Best Client Portal Software for B2B and B2C 

There are basically two types of portal software – one for B2B and the other for B2C.

We provide portal development services for both types of portals.

If you run a B2C business, you need to provide access to your specific CRM entities to your customers. The requirements change depending on the type of industry. In case your requirements are generic and you don’t require many custom modules in CRM, we can help you out. We provide little customizations in our portal and get you the best customer portal software. 

If you run a B2B business, the audience you need to serve is smaller. However, you would need to allow your business partners to access quotes, purchase orders, invoices, meeting schedules, etc. We can provide customizations as per your business requirements and ready your B2B portal. 

Whether you are looking for a customer portal for your B2B or B2C organization, we’ve for you covered!

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More About CRMJetty: Service Models and Industries We Serve

We aim to provide you with the best client portal software for your business. We provide portals for all major CRMs – Salesforce, Sugar CRM, Suite CRM, and Dynamics CRM. We develop portals for Banking & Insurance, Education, Healthcare, Legal, Manufacturing, Pharma, Services, and several other industries. 

In most cases, we deploy one of the three service models based on clients’ requirements.

  • Existing Customer Portals

If you require a customer portal without several special requirements, you can pick from our ready-to-integrate portals. We provide readily integrable portal plugins for SugarCRM, Suite CRM, Salesforce, and Dynamics. They all have cutting-edge customer portal features that you can deploy to enhance your business operations. 

  • New Development

If your business logic is very different and requires more customization, we can help you out. Our team notes down your requirements, works out customizations, and develops the best client portal software to fit your business. 

Our developer team has vast hands-on experience in:

  • Front-end technologies including HTML, CSS, Bootstrap, etc.
  • Backend technologies including CorePHP, CakePHP, etc.
  • CMS technologies, including WordPress, Joomla, Drupal, etc.
  • Cross-Platform technologies including Ionic, Xamarin, etc.

Hence, you can stay assured of the best client portal software development services with our team. 

  • Updates on Your Existing Portal

In case you want, we can provide update services as well for your existing portal. 

We can provide repair and maintenance services for your old portals. We can test your portal and fix bugs, enhance security, and help protect your data. We can also help you with migration to the latest technologies to facilitate easy maintenance. If you want us to re-develop your current solution and change its architecture, we can do that. 

We run feasibility analysis, define the solution, develop and test the portal, integrate it, and provide training and support throughout. 

All in all, we can upgrade your portal to the latest version with all the features. 

Ready to Deploy a Customer Portal for Your Organization?

A customer portal is a key to enhancing customer experience and increasing their satisfaction. 

If you are also searching for a feature-rich client/customer portal for your organization, you are at the right place. With CRMJetty’s team by your side, you are sure to get the best client portal software for you. Besides, you can avail of integration, training and continuous support throughout.

So far, we have developed portals for clients from over 25 countries. With 14+ years of experience in the portal development industry, we have accomplished over 70 custom portal integrations. With a proven track record of 1200+ completed projects, we assure you of the best-in-class portal development services. 

We can take your business to the next level with an engaging customer portal!

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Dynamics Customer Portal: Basics, Benefits and Your Business

Websites are the face of your business but maintaining that face requires a customer portal. Simply having customers be interested in your business is not enough. You have to have a way to be able to solve their issues, assist them and retain them in, long term. 

Dynamics 365 customer portal can do that when you a 1000 customers and when you have 100000 customers. For you to run your business, you need tools that can bring you this much versatility and scale.  

A great website, portal, or business needs much more than just good design. It needs a design that is equally functional. Dynamics 365 customer portal can give you that functionality with features like secure sign-in; roles-based access, drag and drop page builder, entity management, ready to use widgets and more.

What is a Dynamics 365 portal?

Dynamics 365 portal that is built on Dynamics CRM has an advanced content management framework. This framework allows you to surface expose and capture customer data. This tightly integrates with your customer data in Dynamics CRM, a robust, scalable, configurable platform that allows you to automate business processes and manage the entire customer life cycle.

It provides functionalities like customer self-service, community forums, partner engagement, employee self-service, etc. A Dynamics 365 portal can make your support tasks much easier. An often-misunderstood concept of a portal is that it is useful mainly at the end customers’ end, but it is equally useful for the business that uses it. Support employees get their work in order and can become extremely efficient in handling customer issues. 

Dynamics 365 portal can be configured with powerful features that especially work for your business requirements. Let’s look at a few benefits: 

Benefits

  • Improves communication between customers, partners, and other relationships.
  • Displays information from different sources in one place.
  • Helps users to access information when they need it in a secure manner.
  • Increases the revenue opportunities.

It helps external customers to view and create data on the company’s environment, regarding their details, etc. The Dynamics 365 customer portal can give a customer access to their entire profile that your company has for them. This means they have access to their contact information, and they can easily update it, as well as access to their purchase history, knowledge base, and more.  

Who can use the customer portal?

  • The company that wants to communicate order processing information like order status or accounts information from their Supply Chain Management system to enterprise customers.

Online stores that want to scale up and bring a more coherent experience to their customers can opt for a portal. The customer portal is the right complement to a website as it helps address things that a website or webstore cannot accommodate.  

The best part about a customer portal is that the Dynamics CRM customer portal can synchronize right with the CRM, making your management tasks a breeze! 

Role-based access makes the portal simple to use, no matter who is using it. Customers can get their individual profiles; employees can get a neat dashboard to keep up with their tasks and customer queries. The portal aims to simplify and streamline the interaction between employees and customers, and it does so by helping you employees put their best foot forward.  

End Words

Dynamics CRM customer portal can help make your management tasks simple, whether it is customer management or backend functions. You can also get easy to configure portal solutions for your partners and suppliers that can help you streamline all your communication and work with them. Portal solutions give a unique platform where all your business needs can come together to function cohesively so you can focus on things beyond management. 

Summary

This article provides details about the dynamics 365 portals. This also gives information about the customer portal on how it works and which organizations can use it.

Salesforce Vaccine Cloud: Streamline Vaccine Management

Things are changing now – after one full year. COVID-19 cases have gone down, people are out again (with safety precautions though), and the new normal is well-accepted. On top of all this, various countries have already started vaccination programs to administer various vaccines by global vaccine manufacturers. 

With a view to helping governments, healthcare organizations, and nonprofits across the globe, Salesforce has launched Vaccine Cloud. A number of public health authorities, healthcare providers, and nonprofits are already using Salesforce Vaccine Cloud. 

This Vaccine Cloud by Salesforce for nonprofits, public and private healthcare providers helps them scale vaccine operations fast. Right from recipient registration to scheduling or inventory management, it helps manage things effectively. 

Vaccine Cloud by Salesforce for Nonprofits: Features & Benefits

The Vaccine Cloud provides a comprehensive view of the population’s health status and current inventory levels from a single dashboard. This 360-degree view of vaccine management helps take data-driven decisions and respond faster to vaccine needs. 

Following are its features that can help mobilize and manage vaccine administration programs better.

  • Vaccine Inventory Management

With vaccine inventory management, vaccination program organizers can keep track of the availability of vaccine doses, syringes, and PPE stock levels. It can help them maintain adequate vaccine doses and continuous supply of other equipment. 

This can also help forecast demand accurately. It helps reduce waste and divert surplus supplies in an area and limit supplies in any other area. 

  • Vaccination Appointment Scheduling

Vaccinating a large number of people in a short span of time can be cumbersome. Vaccination Appointment Scheduling helps organizations manage vaccine administration to the public seamlessly. It provides centralized scheduling capabilities to ease the process of vaccine distribution. 

It helps organizations ensure that the vaccine type and protocol history are available as required. It can help clinicians perform health assessments, accept digital consent, and determine recipients’ eligibility for vaccination. 

This way, they can schedule and prioritize vaccination appointments for optimum use of vaccines. They can also enable contactless visits and self-service or on-demand appointment scheduling.

  • Clinical Vaccine Administration

It helps capture vaccine delivery information accurately and prepare for vaccine administration. It helps ensure proper training of medical professionals on vaccine administration before vaccine delivery. Support for pre-arrival screenings can also help prevent on-site issues and obstacles in vaccine administration.

Besides, artificial intelligence and data analysis tools enable agencies to assess readiness and manage community health. Administration agencies can also maintain a log of vaccine administration, analyze vaccine results, and monitor them community-wide.

  • Vaccination Outcome Monitoring

With easy data capture, organizations can analyze and monitor the outcomes of vaccination efficiently. They can survey people and understand the health outcomes. They can also quickly follow up in case of a community health concern or side-effect arising from vaccination. People can also report their health outcomes on their own via a variety of digital channels and surveys. 

It helps plan a vaccination administration strategy and estimate the success rate of a vaccine. Organizations can respond to any widespread community health concern owing to vaccination, faster. 

  • Public Health Notifications

Notifying the public manually for everything can’t be feasible. Public health notifications can help public health officials notify the community for any update easily. This can help them execute the education and outreach campaigns in a better way. 

Automating notifications like second dose reminders, to-dos before vaccination, precautions, etc. can also reduce staff burden. Notifications can also alert site managers about when to re-stock based on the scheduled appointments. 

  • Digital Health Credentials

Vaccine Cloud also helps integrate, create, and verify health credentials online for proof of vaccination. By managing cases and inquiries about health credential records, organizations can smoothen their administration workflow. 

How Can Our Salesforce for Nonprofits Portal Help?

Our Salesforce for Nonprofits is a next-gen portal that can help you streamline all your vaccine management aspects. 

  • Single Dashboard View

You can get a holistic view of vaccines inventory, dosage details on a community level, equipment, community-wide health concerns (if any), appointments, etc. This single-screen view of all the vaccination management aspects and entities can help increase efficiency and give you a better idea of the vaccine drive’s success.

  • Secure Access

With our Salesforce for Nonprofit portal, healthcare organizations can let potential vaccine recipients track their vaccination appointment status. They can also upload digital proofs to generate credentials and confirm eligibility for the vaccine by themselves easily. They can self-report any adverse side-effects they face after vaccine administration. 

Secure login to the portal to fetch the required information eliminates redundant communication and manual errors. 

  • Profile Management

As a healthcare organization’s admin, you can manage all the recipients’ profiles without any hassle. You can verify their credentials, screen their health condition before arrival, and update their profiles prior to vaccination. You can also track your recipients and analyze health concerns they face after vaccination. 

Accordingly, you can plan future vaccine administration workflow and strategy. 

If you want to get a portal to manage vaccine administration, we can help you out.

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Over to You

Vaccination is already going on in several countries around the world. However, there is still a major challenge of managing large-scale vaccination programs and scaling them efficiently. 

Vaccination Cloud by Salesforce for nonprofits, healthcare organizations, and governments is a good initiative. With consolidated data for all the aspects of vaccine management programs, it can help public and healthcare organizations both. 

If you are also a healthcare provider or a nonprofit organization, CRMJetty can help you build an advanced vaccination portal. Our Salesforce certified professionals will gather your requirements, make the necessary customizations in our portal, test it for limitations, and deliver you a tailor-made portal. 

With the 14 years of experience in portal development we have, you can stay assured of the best services. 

To know more about our portal and how it can help you out, click here.

Why Do You Need Web Portal Development

The use of web portals varies according to the industry. For example, a university would have a portal with different access points: One for their students to register for classes and check their schedules. Another access point would be for faculties to manage attendance, submit grades, and so on.

Despite the nature of the industry, they prove useful in every business spectrum. They help businesses, including customers and staff to manage their workflows, contact information, and human resources affairs. That also includes documents, communication, and support.

A web portal, as whole, provides a structure to organize the content. It encourages visitors to engage more through blogs, comments, or social media.

In other words, it’s a bridge that joins customers to businesses. It covers the distance between user expectations and the actual services provided. 

This is the reason why many businesses are adopting web portal development. And the sole reason why web portal development services are in huge demand.

Let us find out more about it.

Benefits of Web Portal 

  • Improves Interaction

Customers can use web portals to manage their activities. Instead of providing support through emails and calls that are quite tedious, businesses can help them virtually 24*7 without being present. 

As customers can sort the common queries, it would encourage them to engage more, resulting in better interactions. A smooth system like this can delight customers and help bring them back to your business. 

  • Enhance Awareness

The internet is the biggest market for business and updates nowadays. The increase in competition of the business helps to improve strategies. Social media platforms help business organizations to recognize the current market and trends. By providing the latest information about the market, business services, and other knowledge guides, you can create awareness in your customers. 

With blogs and guides, you can keep updating them with the latest stuff. By engaging with the features, they can learn about the latest trends and technological advancements.

  • Offering a single sign-in for a variety of applications

One of the essential business requirements is to have single access to handle entire business operations. Businesses often look for solutions that can sync the information between different modules and applications.

Hence, you should go for web portal development. Portals integrate with different business applications and prove useful in streamlining the process.

They offer you and your customers with ease of services. 

  • Offers improved customization

Web portals are often useful for enhancing personalization. They even help customize various tools. With portals, customers can avail the best of services. They can give feedback on the kind of services they are looking for. This can then help businesses with customization. 

For example, if they know what a customer likes or dislikes, or what they mostly order, they can provide personalized recommendations. 

Even designs of portals are unique and make the interface user-friendly. Customers can customize their web portal look. If they want a news section on the dashboard, they can add it. If they don’t, they can remove it. This customization services would help customers to avail services in a simple way.

  • Provides services to a diverse domain

The main benefit of a web portal development is in the domain. The portal is the entry point for your customers to enter your website. And the domain would help customers find you from thousands of similar websites on the internet.

So, use a domain-specific portal. It would enhance your visibility. 

  • Bringing visitors

Development companies implement a high-class web portal development service with specialists in development and technologies. These experts would make sure the portal is perfect to every inch, according to user expectations. This satisfaction would be the key to attract more visitors. It would ensure business with a constant increase in sales and profits.

End Words

Web portal development helps companies to increase visitors and earn profits. It can improve online presence and brand building. 

Portal can further aid in improved interaction between customers and businesses. There are numerous benefits of having a portal.

If you don’t have a portal, you must get it developed now.

Partner with a company that provides web portal development services.

Summary

This article provides information about the benefits of a portal and how a custom one made using web portal development service can give you a solution that is worthy of your business. 

Your Guide to Salesforce for Nonprofit Tutorial and Fundraising

Salesforce is the world’s no. 1 CRM with a global customer base of over 150,000 companies. Scalability, cloud storage, and world-class apps for service, sales, etc. make it a popular choice. 

Out of a number of Salesforce products and solutions, Salesforce Nonprofit Success Pack is a popular product under the Nonprofit cloud. It is an open-source community-built software. Over 47,000 nonprofits helped build this nonprofit technology to help enhance constituent relationship management. It helps program management, donation management, trusted accounting, and more.  

In this post, we are going to discuss Salesforce for fundraising and Salesforce for Nonprofit Tutorial for K-12 education in detail. 

Salesforce for Fundraising

Salesforce for Fundraising is a nonprofit technology by Salesforce that puts people first. It helps you engage with both your donors and funders more and better. By using the fundraising solution, you can build seamless and long-lasting relationships with all your constituents. 

Fundraising solution provides the following benefits:

  • It connects donation pages and payment services to your NPSP to make digital fundraising easy and optimized for any device. You can also manage all your donors and donation data centrally. 
  • It lets you connect multiple giving channels on a single fundraising platform. This helps make capturing incoming, allocating to programs, and tracking accounting systems easier. You can also connect with more donors and grow recurring donations easily and speedily. 
  • It helps strengthen your direct mail fundraising strategy also. It provides record deduplication, address standardization, and enables address auto-updates via National Change of Address. It also lets you further donor acquisition and conversion with a multi-channel communication strategy on a single platform. 
  • It helps prepare donation data for your finance teams and helps you meet financial reporting requirements. It also facilitates the reconciliation of revenue to enhance transparency and collaboration within the organization. 

Salesforce for Nonprofit Tutorial (K-12 Education)

Salesforce for Nonprofit Tutorial and Educational Sector provides education technology solutions to make education easy. These solutions help simplify recruitment and admissions, student experience, advancement, alumni engagement, and institution operations, etc. It also helps fundraising and grant management for K-12 institutes.

Salesforce for Nonprofit Tutorial has the following benefits: 

  • It helps standardize the donation processes, analyze the pipeline, and automate routine tasks. You can manage your donation cycle, improve your gift processing, batch audits, workflows, and triggers, data cleaning as well. 
  • With Salesforce for Nonprofit Tutorial, you can view all your constituents including donors, participants, parents, etc. in one place. It also lets you view activity history, programs, events, and custom info. You can also find out what your supporters like on social media sites through their activity over there. With this knowledge, you can make your relationships stronger and ever-lasting. 
  • The automated workflows by Salesforce for Nonprofit tutorial are customizable as per your organization processes. You can streamline your grants prospecting and management. With real-time analytics, you can streamline reporting efforts. You can also use the tools by Salesforce for Nonprofit tutorial to stick to your grants budget, save time, and prove accountability and stewardship. 
  • With Salesforce for Nonprofit Tutorial, it becomes easy to post new events and manage event calendars. You can also track RSVPs, get VIP summary reports, and create table seating charts, etc. 

How to Implement Nonprofit Success Pack

To avail Salesforce for Nonprofit Tutorial and Fundraising, install NPSP first. 

NSPS has several “managed packages”. These packages are bundles of custom Salesforce components like objects, report types, workflow automation, etc. 

If you want to avail of NPSP, install NPSP packages first into a Trailhead Playground. 

Trailhead Playground is a test environment to explore and test customizations without affecting your real Salesforce organization.

Note: Only up to 10 active Trailhead Playgrounds at a time are permissible. 

To create a Trailhead Playground, follow these steps.

  • Create the Playground before installing NPSP. 
  • Login to Trailhead. Go to the bottom of the page.
  • Click on Create the playground name and Create Playground following that. 
  • Note your new playground name once generated somewhere for future reference. You can also give your playground a unique name to recall it easily. For that, you can click Hands-on Orgs in the Personal Settings window in the top corner and choose Rename.
  • Press “Install NPSP” and click Save.

Once you create Install NPSP Playground, retrieve the assigned username and reset your password as follows.

  • Click on the Personal Settings Menu by clicking your photo or icon in the top corner. 
  • Click on Hands-on Orgs.Personal settings menu. 
  • On the Hands-on Orgs Page, click the Launch button on the Install NPSP Trailhead Playground. It will open the specific Playground in a new tab on your browser. 
  • Click on the Setup gear>Select Setup. 
  • Click on Users.
  • Find your user name and check the box next to it.
  • Note down your username for Install NPSP Trailhead Playground. 
  • Click on Reset Password(s) and OK. 
  • Open your password reset email link and follow the steps to reset the password. 

This completes your NSPS installation process. 

To get help installing NSPS or managing it, click here.

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How CRMJetty Salesforce Portal Can Help

Our CRMJetty’s Salesforce portal is a fully scalable and flexible customer portal solution for Salesforce. It is an optimized solution for the operational and productivity challenges of an organization. 

Following is an overview of all its features that can benefit your organization:

  • It provides secure access to your Salesforce CRM objects.
  • It is fully scalable and customizable to support your organizational requirements.
  • It provides support for both standard and custom CRM objects.
  • It provides a drag-and-drop builder eliminating the need for coding knowledge to build pages.
  • It helps you provide role-based access to CRM to your different users to enhance security.
  • It also enables you to personalize the dashboard for your clients to make it attractive and easily navigable. 

There are two biggest advantages that set our portal solution apart from the default Salesforce for Nonprofit Tutorial and Salesforce for Fundraising.

The first is the cost and the second is the access.

Consider it with a real-life scenario. 

Suppose your nonprofit organization has 50 volunteers and 50 donors. The prices of Salesforce NSPS may vary from $576 to $1152 per user per year. If you want to provide CRM access to them all, you’ll need to pay between $576,000 to $115,200 per year – quite a big amount. 

On the other hand, our portal charges only $3,999 annually from you. Be it 50, 100, or more users; the fee to provide CRM access to them all remains the same. This clearly saves you a big amount – a minimum of around $572,000 per year. 

You can get a knowledge base add-on for an additional $199 per year only. This way, you can also publish your knowledge-base articles and provide access to them to users. 

Ready to Streamline Your Nonprofit Organization Operations?

Salesforce for Nonprofit Tutorial and Fundraising are globally popular. However, their prices may be quite high for some nonprofit organizations. With our scalable Salesforce portal solution, you can make the best use of your Salesforce CRM at the best feasible price. 

Our Salesforce certified developer team also provides portal solutions and customization services exclusively for nonprofit organizations. You can get in touch with us and get the best portal solution with all the custom features you need for your nonprofit. 

How to Reduce Your Salesforce Licensing Cost Smartly

Salesforce is the world’s no. 1 CRM with over 150,000 companies across various industries as its customers. Right from small businesses to FORTUNE 500 companies, Salesforce is helping them all grow their businesses. It is a secure and scalable cloud platform and comes with world-class applications for commerce, service, sales, and more. 

There is, however, a common problem that businesses – especially small-sized and middle-sized companies often face with Salesforce. They find the Salesforce licensing cost structure a bit complex to understand. As a result, a large number of apps they install from Salesforce AppExchange, fail. The reason is the lack of complete understanding of Salesforce license pricing structure and failure to optimize licenses. To add insult to the injury, they sometimes end up paying more than they require for an app or more. 

If you are also a business owner with Salesforce CRM, this post is for you. We are going to go through ways you can reduce your Salesforce licensing cost and prevent app failures and over-expenditure. 

  • Pay for Only What You Need

“The more, the better” sounds good in general but doesn’t suit Salesforce license pricing. Consider it with a Salesforce license pricing structure on Salesforce site itself. 

If you go to Salesforce licensing pricing for Service, you can see that there are four packages. They are Essentials worth $25 USD/user/month, Professional worth $75 USD/user/month, Enterprise worth $150 USD/user/month, and Unlimited worth $300/user/month. 

As you can see, Enterprise edition gives unlimited access to all the standard and custom applications. It also offers additional functionalities like offline access, Salesforce Identity, Advanced Reporting Features, and more. 

Most organizations don’t think much about whether they really need these many functionalities or not. They just think they are getting “more” and pay the cost. They find out several features to be of little use for their business requirements later, and realize they have paid more Salesforce licensing cost than needed.

So, don’t always run after more features. Evaluate the usability of an edition from your business point of view. Analyze all the editions, compare their features, and then decide which one would be the best for you. 

There is one more example that you can understand for better clarity. 

Salesforce, Salesforce Platform, Salesforce Platform Lite, are among the primary Salesforce licenses businesses choose.

  • The Salesforce License provides full access to all the standard CRM apps and custom apps. In other words, it is full-blown access to anything and everything in CRM.
  • The Salesforce Platform License provides full access to custom apps but not standard CRM functionality. A Salesforce Platform License user can access core platform functionalities like accounts, contacts, reports, dashboards, documents, and custom tabs. 

They, however, cannot access some standard tabs and objects like forecasts or opportunities. 

  • The Salesforce Platform Lite license also is similar to Salesforce Platform license but comes with limits to monthly log-ins per user. 

If you have your own set of custom objects to handle new data, it is recommended to go for Platform or Platform Lite. In case you need full access to standard CRM, Salesforce Enterprise Edition is the ideal choice for you. 

To sum it up, make a smart choice and not a costly choice to optimize your Salesforce licensing cost.

To get help picking the right license and optimize your Salesforce licensing cost, you can contact us.

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Use Force.com Licenses

Your organization can save on Salesforce licensing cost by purchasing Force.com licenses instead of Salesforce Enterprise Edition licenses. While the Enterprise license costs you around $3000 USD per user per year, a Force.com license can cost as low as $300 per user per year. This means that your organization can save $2700 per user per year. 

In terms of custom objects also, Platform Starter License offers access to 10 custom objects with the same functionality as that in Enterprise. Platform Plus on Force.com is an upgrade that offers access to 100 custom objects for $1200 USD per user per year. It still saves you $1800 per user per year. Within Force.com license, there are two licensing options – Force.com One App and Force.com-Free. In One App, the users can access only one custom app. It is similar to Salesforce Platform License but is restricted to only one app and read-only access to Accounts and Contacts. With Free license, a user can run one custom app. It is similar to One App but doesn’t allow the user to access any standard CRM functionality at all. 

Adopt Salesforce Modular Build License Approach
If you don’t want to have it all at once, Salesforce also offers a flexible Salesforce License Pricing scheme for you. You can call it Modular Approach. To reduce your overall Salesforce licensing cost, you can pick an edition that has the features you need. Later as you expand and need more functionality, you can integrate add-on offerings. There are various functionalities like mobile functionality, visual workflow, community portal etc. that come for extra charge. You can pick one or more as per your business requirements later on. This modular approach helps save a huge upfront Salesforce licensing cost. You can begin with the minimum basic package and scale it up with add-ons. 

Embrace Pro-Active Management of Users
Whichever license you take, you still can get only one user to log in with one license. You also cannot share login credentials for one user with others. A way to circumvent this limitation is “License Reduction”. You can log a case with “License Reduction” in the subject field. When a user is deactivated, you can follow it up. This way, you don’t need to re-assign the license to someone else. Organizations that have a large number of licenses can use this technique to reduce Salesforce Licensing Cost over time.

Try Negotiation – A human TacticKeep track of actual app usage over time. If you find it low, negotiate with your  vendor to get some relaxation in Salesforce licensing cost at the time of license renewal.

Use a Third-Party Customer Portal
Sometimes, a third-party customer portal can help cut down on your Salesforce licensing cost. If you have a third-party portal solution that lets your users extract CRM entities, it can help. If a user can access CRM objects at say $100 per month with a Salesforce license, it can sound  costly. If the same user can access CRM objects at a lower price, say $30 with a third-party portal, it can save you a lot on your licensing cost. On top of that, you can also define user roles and grant or restrict access to various objects just like with a license. You can manage your customers and their cases as well. In short, you can avail of all the functionalities with a feature-rich portal solution – that too at a much lower price.

Over to You It’s pretty evident that understanding Salesforce License Pricing is not a cakewalk. Nevertheless, you can always prevent extra expenses in the licensing cost by following smart tips and using a portal. 

Our Salesforce Customer Portal for Dynamics 365 is a fully scalable and flexible customer portal solution for Salesforce. It comes with robust ticket management, drag & drop builder, real-time notifications, access to unlimited customers, standard and custom object support, and more features that you seek in a portal. Our Salesforce-certified portal solution can help reduce Salesforce licensing cost and enhance the overall productivity as well. To explore the Salesforce portal more and integrate it, you can get in touch with us. 

Get your Business Back with Retail Customer Portal

Covid-19 started and disrupted everything. It changed our normal, outing habits, shopping habits, and more. 2020 is about to end and here we are trying to adapt to the new post covid era.

It has changed the way we shop and the way business runs. This year in March most retail store owners had to close their shops because of the pandemic. And since then many things have changed for you and your customers.

Many people started to opt for online shopping and this made online businesses huge profits whereas retail owners a huge loss. Let’s see some of the major issues retails shop owners face:

Closing all shops:

A major issue the pandemic brought was closing all the retail stores. It took away lots of opportunities for the daily earnings of shopkeepers as well as employees. Many companies were not able to even provide basic support to their employees. The sudden lockdown across the globe helped in decreasing the carbon footprints but also affected the revenue of the retail store.

Lost touch with customers:

Another issue which businesses face is losing touch with customers. Shops are closed and one needs to stay indoors come what may. This made it very difficult for shop owners to come up with business continuity plans, serve their customers, and be in touch with them. Additionally, this also made customers lose trust in businesses and hardly buy anything from in-store shops.

Challenges of taking the business online:

This is one of the biggest issues that many businesses faced. Finding the right technology partner, taking the entire inventory online, building websites/apps, etc. all these things are challenging and takes a lot of time to make your presence online. Many retail owners don’t know how to do it and whom to reach out to.

Bad customer service:

After all the hard work you finally took your business online but still struggled to serve customers. All these struggles result in having bad customer service. And bad customer service results in losing your customers.

Lack of faith of people in purchasing things in a person:

Now customers are less likely to step into stores and make any purchase. And as a business owner, it becomes difficult to get customers in-store and purchase. They are very likely to prefer online solutions for their safety and convenience.

But, the post covid era has helped a lot in understanding new ways to keep the business going. So, now let’s see how you can open the retail stores in this post covid era:

One of the biggest examples is from Apple:

“We’re also taking some additional steps in most places. Face coverings will be required for all of our teams and customers, and we will provide them to customers who don’t bring their own. Temperature checks will be conducted at the door, and posted health questions will screen for those with symptoms — like cough or fever — or who have had recent exposure to someone infected with COVID‑19. Throughout the day, we’re conducting enhanced deep cleanings that place special emphasis on all surfaces, display products, and highly trafficked areas.”

There are some of the basic and first step solutions to restart your business and gain your customers’ trust back:

Curbside pickup:

You can provide your customers with this exclusive feature right inside your retail customer portal. Your customers can select the date, time, and store location. At that specific time, your employees can go to the parking area and provide them with all their products. This requires less contact, saves everyone’s time, and helps your business to work smoothly.

Scheduled delivery:

Let your users select their preferred date and time for the delivery. This again will be a win-win situation for you, the customers, and the delivery person. The delivery person doesn’t need to do anymore back and forth to the customer’s place nor do customers need to wait the whole day to receive their delivery. Hence, it saves time, fuel, and helps you provide over the top customer service.

Provide multiple delivery options:

Provide your customers with multiple delivery options like curbside, in-store pickup, or home delivery. Customers can select which delivery option is comfortable for them. You can provide them this feature either on every product page or during checkout. Provide more ease while shopping without thinking much about delivery options. This will help you to retain customers and also attract new ones.

Online payments:

In the post covid era, it is better and also recommended to avoid cash on delivery to avoid transmitting the virus. Keeping the safety of your delivery person, customers, and provide your customers with online payment. Now, using the Dynamics CRM customer portal for retail you can integrate an online payment gateway for your customers. Let them link it with their bank accounts and allow them to make an online payment.

Maintain customer directory:

Maintain a directory of your regular customers so you can send them exclusive offers and promotions. You can send them special offers and promotional offers directly from the Dynamics CRM customer portal for your retail business.

Cater to them, make them feel special with your services, and keep them coming back to your store.

Manage invoices:

Your Dynamics 365 customer portal can handle invoice generation. Rather than printing bills and sending them to each customer, you can show them invoices of their purchased products directly in the portal or send them via email. This helps you to provide all the detailed information to your customers and also do your bit for the environment.

Limit people in store:

Limit the number of people allowed in the store. This will help you to maintain social distance and gain customer’s trust. Many retail companies have started doing this and it has helped them to get their customers back in the shop.

Conclusion:

This year has been tough on all of us in some way or another. But, how to find a way from it, move ahead, and grow your business is the key to success. Implement these steps and use the Dynamics CRM customer portal to its full potential to move ahead in your business, gain your customer’s trust, and try to adapt to the new normal.

Pave the Way for Salesforce Dynamic Forms

What is the world’s leading CRM?

The answer we get is Salesforce

And when they get something huge for their customers, it gets even better!

Salesforce is expected to launch its long term pilot feature named “Dynamics Form” first demonstrated in Dreamforce 2018. Let’s see what is Dynamics Form and ways it can help our users.

Winter 2020 is here and last year Salesforce announced five anticipated releases which they rolled out this year.

  • Recycle bin is coming in Lightning App Builder
  • The all new Lightning mobile app
  • Now you can print the lists from the Lightning app. Additionally, the printable view gives you the only parts of the screen you need
  • Give away the plethora of counting unique opportunities now with Power of One filter
  • Easily run schedule flows

 But, Dynamic Forms is the major release in the market. Let’s see it in brief:

What are Salesforce Dynamic Forms?

Dynamic forms are to create user centric, intuitive page layouts which will display proper information at the right time. With it, developers can put each field wherever they want on the Lightning page. No more classic page layouts, and combine layouts such that you can display the needed section on the screen.

Benefits of Dynamics Forms: 

  • Upgrade to your page layout immediately so you can have a field and section wherever you want.
  • Better page performance. You can put page and section headings in a way that it requires less page load time.
  • It provides dynamic layouts to show or hide fields in section
  • Reduce the number of page layout

A quick glimpse into how Salesforce Dynamics Form works:

Currently it is working only on custom objects and support for standard objects will be available later.

Salesforce Dynamic form brings out several new features:

  • Fields Tab:

It is a left hand component pane and it contains fields associated with your custom object and field section component.

  • Record Detail Component:

After you create the record page, you can simply drag and drop field section components and fields on the page. As dynamic forums are flexible you can easily organize, rearrange and even place sections in the tab.

If there are any existing record pages then too you can easily drag and drop the sections in an easier way. Just click on the Record Detail component and you can see on the top of Record Details properties pane.

Once you click on Upgrade Now the Salesforce Dynamic Form migration wizard starts. Go through the wizard and select the page layout which has fields that you want to migrate.

  • Separate Marketing and System Tabs:

Marketing campaigns will show you the lead source and primary campaign source field whereas; system information will be available under system tab.

  • Component Visibility:

Once you add the component to the page you can see component visibility on the side panel. It will provide you with multiple filter options.

Wrapping it up:

Salesforce Dynamic Forms is making it easier for developers to create Lightning page objects. This will lessen the workload of developers and instead helps to focus on more critical parts. If you have tried then do let us know your inputs for Salesforce Dynamic Forms.

About Us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for the right customer portal solution for your company, then we can help you. We have served in this industry for over a decade and have built many portals that have helped our customers. So, get in touch with us and we will help you develop custom web portal solutions.