4 Tips for Knowledge Base Content

Just bookmark it, is the new just-write-it-down. But we do both. We use Post-its, handwritten to-do lists, scribbled notes, and many such things. Digital bookmarks and dozens of browser open tabs. Anyone who tries to get any personal information organized and accessible at the moment knows that it can be challenging and unproductive.

Product knowledge base provides customers with the information they need in a less challenging way. It is not as complicated as you think. You can create, curate, and share effective knowledge base articles. You can easily do it if you have the right guidance and tools like a knowledge management portal.

Best practices for knowledge base articles:

By providing a knowledge base to your customers, you are enabling them to find quick solutions and reduce inefficient call center performance. Knowledge base requires proper planning and design actually to be able to help. Otherwise, it will not serve your agents or customers and create chaos, not to mention your customers will leave with even more problems than they came with.

We all want to provide our customers with informative, engaging, and clear content; these best practices can work wonders.

Create level-based content:

Does your knowledge management portal provide customers everything they need? Think from the perspective of all kinds of users, from beginners to experts. Yes, even experts have something to learn from the knowledgebase. Start from how-tos and step specific instructions for beginners and go from there.

Experienced users ignore those to get the information they need. If one article does not work for both user types, you can also split the information according to the topic/problem into different articles and then link all of them to the original one. This way you are creating a series that takes the user through a journey of the product or service.

Anchor links:

Putting links inside articles in your enterprise knowledge portal is a great way to allude to something that you might not want to fully explain in the article but is necessary. Use relevant keywords for the links instead of saying ‘click here’. The user should be able to know why there is a link there and what it leads to before they click on it. These links are useful in lengthy articles so people can click on them and jump to the exact information.

Create simple content:

BY 2025, 3/4 number of people are expected to come online via their smartphone. Take a look at the style and UI/UX of your article and content and the knowledge management portal as a whole. Make sure it is smart phone friendly. Look at it from a formatting POV, big blocks of text in small paragraphs, bullets, numbered lists and callouts, CTAs. These things will make your content more approachable.

Short articles are a good choice for knowledge base articles. People need these articles to answer questions in the moment rather than spend time reading long forms. Keep the language simple and approachable. Put yourself in your readers’ shoes to choose topics based on pain points. Two good sources of titles are recent support tickets and customer search terms.

Finally, images, GIFs, and explanation videos are strong ways to reinforce your support articles. They also help you provide your audience with pauses between paragraphs and an excellent way to engage them.

Structure the articles properly:

Treat each article like a mini onboarding process. For example: start by using simple words to describe a problem, and then use an example to show customers how to solve it. Solution articles are to help, even though it might be tempting to use them to sell, keep the focus on the instructions and the features that each article is about.

Create content that adapts to the customer’s workflow. Take them on a journey from one point to the other based on the natural flow of your product. Give people easy solutions first as often they work the best. Keep things moving, and don’t give alternative solutions as that can confuse them. Place related content with each article or video so the user can quickly get to those.

Conclusion:

Technology has made companies more accessible to customers, and now they are used to getting all the answers immediately. It has also helped companies scale much faster. With fierce competition in products, customer happiness has become a factor in measuring a company’s success. And self-service via portals helps with that a great deal.

Major Problems that NGOs face and How Salesforce’s NPSP Solves them

Each NGO has their goal and impact they want to make in the society but there are a lot of hurdles they have to overcome. With the rapid development in technology, there are a lot of companies that are helping NGOs to achieve more with the help of technology.

One such company is Salesforce. Over the years, they have understood the pain points of NGOs and made a dedicated product for them named Salesforce Nonprofit Cloud. To know more about this product, read our blog: Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)

In this article, we are going to talk about the problems NGOs face and the ways Salesforce’s NPSP is the perfect solution.

Lack of Funds:

No matter how big the NGO is, most of them face this issue either directly or indirectly. To execute any campaign, giveaways, or plan an initiative require funds. The main problem here is finding the source of funding. Constantly seeking out people and organizations other than government bodies for donations becomes tedious and time-consuming.

Solution:

Salesforce Cloud gets the donation management part streamlined.

You can increase your online donations by creating online forms named giving pages in Salesforce. It helps you with one time as well as recurring donations from your supporters. It is integrated with Google Analytics so it becomes easy for your team members to keep track of your donors.

Going one step further, you can also use the power of data and understand the flow in which your donations were made. You can also start an cemail campaign and add links to giving pages so it becomes easy for your users to make donations. Don’t worry about data duplication because with the help of Salesforce’s Platform Data Integrity you can eliminate duplicate contacts and avoid issues of spamming your donor’s email ids.

Additionally, you can use all this data in your organization, collaborate with your employees to brainstorm together in different ways to aware more people and thus increase funds.

Chaos in Managing Programs:

With an everyday increase in the number of people, events, and initiatives it becomes difficult to manage while scaling your operations. Because as you grow, along with you, your donor base, their records, and the amount of data grows as well. Hence, it becomes difficult to manage all this information in a secure way.

Solution:

With the help of Salesforce NPSP’s program management module you can easily manage complex and big programs effortlessly. Your customer support staff can provide your customers with support anytime and anywhere via chat, voice mails, calls, messages, or social media platforms. This allows you to scale your operations while keeping one-on-one relationships with your donors as well as your volunteers.

Lack of Volunteers:

Volunteers are an important part of any NGO. They are the ones who work day and night to make any event successful. But it is not always easy to get volunteers on-board as well as manage each and every volunteer’s schedule.

Solution:

Volunteers for Salesforce app helps you to manage volunteers, you can thank them for their devoted time, help them find any volunteer opportunities matching their skill set, and keep them engaged by posting volunteer opportunities. This way an NGO can easily on-board their volunteers and keep them volunteers engaged.

Difficulty in Managing Donors:

With a growing NGO, there is also an increase in your donor base and managing all of them, along with hosting events and fundraisers is tough.

Solution:

Salesforce case management helps you to attend your donors better. On the case manager home page you can have detailed information about calls, incidents logged, and necessary tasks. This will help you plan your entire day ahead.

With just a few clicks you can know where your donor/volunteer is stuck and with the help of knowledge base, documentation and programs, you can help them move forward. You can create case notes and save them as a draft with some specific topic so you can finish it in near future. In this module, it also becomes easy to search for your donor/volunteer, assess their donations/volunteer work, and understand its impact.

Running an NGO has its own challenges but now with the help of technology, we can come together to solve major issues.

Technology when used for good can change the world.

With the help of Salesforce NPSP together we are changing the world.

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 technology partner to help you deploy your Salesforce NPSP, then you are in the right space. We have served in this industry for a decade and have helped many NGOs deploy NPSP along with a good portal solution. Get in touch with us and we’ll help you kick start your journey towards making this world a better place.

Update: Our Salesforce WordPress Portal has a Page Builder Feature Now!

We are pleased to announce that we have added a brand new feature to our Salesforce WordPress customer portal, a drag and drop page builder with our latest product release of version 5. It makes adding pages to your customer portal a quick, simple affair.

The feature builds on WordPress’ Gutenberg block editor with a three-step process in lieu of coding a page.

Finalize the layout, select the block, drag and drop on the page, preview, and hit publish! Without coding, you can get the page up and running in much less time.

Here’s a quick sneak peek of the page builder in action:

One of the benefits of having this feature is that you can preview the page when you are done setting it up and if you don’t like, changing it up takes only minutes. Apart from the drag and drop builder, we have also integrated the portal menu along with the WordPress menu for a seamless experience for our customers.

Our portal development team was eager to build this feature to provide ease and flexibility to our customers. The Product Owner, Chaitali Chokshi said, “Giving our customers a little something extra before they asked for it was something that feels quite good. We want to help them anticipate their customers’ needs and it has to begin with us anticipating their needs.”WordPress is a rich CMS to have for a portal and with the drag and drop page builder feature customers can take even more advantage of its visually appealing characteristics that are built to bring out their creative best.

To know more about our Salesforce WordPress portal along with other features, you can visit our product page from here.

For Press, please contact:

CRMJetty:
US: +1 (408) 329-9693
UK: +44 20 3893 2693
INDIA: +91 91067 47559
Email: support@crmjetty.com

You can get a full company profile here.

Salesforce Communities – Licence Types Explained

We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs. Today we are going to talk about Salesforce Communities in detail and understand its different licenses and which one to use.

What is Salesforce Community?

In 2013, Salesforce introduced Community cloud with an aim to create a platform for customers, partners, and employees. It provides companies to work effectively, understand their customers’ requirements, and fulfill it. In simple terms, you can also say that the Salesforce community is the advanced version of portals.

With the help of communities, your users can work collaboratively. It is built on the Salesforce platform and easily integrates with CRM.

Communities are developed such that they can be perfect choices for your partners, customers, vendors, employees, or anyone else.

Let’s see each type in brief:

– Customer Community

– Customer Community Plus

– Partner Community

You can see each of them in brief and understand the differences between portals and communities in our previous blog post here.

Each of them has its own merits and demerits. They are a vital part of Salesforce products and can be useful in a variety of professions. Over the years, communities help a lot to enhance businesses in three major areas.

– Enhance brand experience

– Provide a dedicated space to users

– Culture of collaboration

Costs of each of them and features they provide:

Customer community/ Partner Community is available for $2/ login or $5/member on a monthly basis. It provides features like:

– Digital Experience Management

– Customer Service and Account Portal Templates

– Knowledge

– Case Management

– Lightning Flow Automation

On the other hand, Customer Community Plus is available for $6/ login or $15/ member on a monthly basis. In addition, to the above features in Customer Community Plus, you get below features.

– Roles and Advanced Sharing

– Delegated Administration

– Customizable Reports and Dashboards

Talking about the licenses, Salesforce provides access to these communities’ plans in various licenses.

Salesforce provides licenses in six different types of licenses. Listed below:

Customer Community:

It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge. You can also use the customer community with personal accounts.

Customer Community Plus:

Customer Community Plus is useful for business to consumer experiences with external users who have access to reports and dashboards and need advanced sharing options. Customer Community Plus can also be used with personal accounts.

Partner Community:

Partner community is useful for B2B communication. It gives access to sales data like partner relationship management and can’t be useful for personal accounts.

Commerce Portals:

Commerce portals are for custom digital experience to engage any external users, like brand engagement and customer loyalty. It provides limited access to CRM objects and can be used with personal accounts.

External Apps:

External apps are very customizable experiences while incorporating CRM objects, custom objects, and external data and require additional storage. Its ideal use case is a dealer, vendor, or supplier portal. It is useful for franchise management, marketplaces, and multi-level marketing. The external app’s license cannot be useful with personal accounts.

Channel Account:

It is useful for business to business communities and portals that calculate their usage on the basis of numbers of partners instead of numbers of individual users.

Each of the above mentioned licenses is available in two ways i.e.:

– Member-based

– Login-based

Difference between both types of license:

Community member-based license is similar to standard Salesforce internal license. External users who have member-based licenses can have access to a community multiple times. But, they do not have access to internal organizations.

Whereas, in login based license you need to purchase a specific number of logins for monthly usage. Here, external users can use one log in each time they log into the community. After that, they can use the same credentials multiple times for the same day. Additionally, once logged in they can easily switch between communities. You can configure the session timeout period of login to a maximum of 24 hours.

Well, that’s a lot of information about the Salesforce license. Now, comes the main question. Which license should you purchase?

All types of licenses serve different purposes. Decide on the basis of your company’s requirements and see to it that it fulfills the requirements.

If you are still establishing yourself in the market and thinking of going with a portal then Salesforce customer portal is where you should get started.

Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)

In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management.

Let’s first try and understand the offering of Salesforce’s NPSP.

Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution.

What comes in this Salesforce Nonprofit Success Pack?

Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonprofit to get started. It is built with the relationship-first ideology to help you with constituent relationship management.

What is Salesforce NPSP?

Salesforce Nonprofit Success Pack or NPSP is essentially a free solution to get a nonprofit organization started with the help of Salesforce NPSP.

Salesforce uses a standard data model to organize data and their NPSP uses a similar data model for its functions as well as expansion. This model is created in such a way that it is easier for any layperson to understand how data is organized in context to a spreadsheet or database. To know more about Salesforce’s data model, check out their piece on NPSP basics from here. After reading their piece, you’ll have a clear understanding of some of Salesforce terminology like objects, fields, records, etc. which will make it easier to understand NPSP.

NPSP Features: Explained in Details

NPSP’s focus being on nonprofit organizations, it is packed with features that are specially made for it. Let’s go through them:

– Donor management
– Donation management
– Engagement management
– Volunteer management
– Campaign management
– Analytics

Donor management

The most important part of a nonprofit organization is their donors. In order to keep track of them, you need a good donor management system. This enables you to know details like their age group, their varying or consistent interests in your campaigns, the cause they want to support, etc.

Donor management also gives donors a simple way to make donations, claim charity related items, like from auction campaigns, etc.

With donor information and analysis, you can easily build and curate campaigns, send out event invites, etc. that will have better turnout and help you raise more funds.

Donation management

With donors, come donations. Managing these can be a herculean task. Donation management tools can help you bifurcate monetary donations to causes, art to auction campaigns, etc. It can also be used to get a view of recurring donations such that happens via brand tie-ups.

Engagement management

Running a nonprofit organization is nothing more than building long-lasting relationships with your donors, volunteers, program participants, constituents, and more. And how would you do that? By monitoring, tracking, and managing their engagement with your nonprofit.

Salesforce’s nonprofit pack equips you with just the right tools for engagement management like:

You can set up campaigns to track and manage engagement of your constituents
Craft, track, and manage the onboarding process of your volunteers
Understand how your donors are engaging with your nonprofit
Or you can even track any program participants you might have and their engagement with you

Insights into how your stakeholders or audience is interacting with your organization is the key to any business’ growth.

Volunteer management

When it comes to a large nonprofit organization, volunteers make or break their success. Volunteer management features provide a smooth onboarding process for them, lets them select their schedule, and pick up tasks based on their skillset. This enables smooth operation. While this is crucial during campaigns and events, it is even more important to keep things running smoothly when not much is happening.

Campaign management

You can build and manage entire campaigns from the NPSP portal. Run email campaigns, carry out a detailed social media campaign, and even run ones that are outside Salesforce. New member sign-ups can happen automatically in response to these campaigns, requiring a single effort to start the onboarding process.

Analytics

Data is great. But it means nothing without analytics. That’s why NPSP gives you built-in reports for various things. You can keep a track of donations based on defined criteria, see the consistency of campaigns, and more. A dashboard lets you glance at all these reports on a daily basis, which can prove effective during an active campaign in order to strategize in run time.

What NPSP offers is much greater than this blog. So, it will be followed by two more detailed blogs about:

– How to use Salesforce NPSP features
– How to maximize the outcome with Salesforce NPSP

to provide you with further information on Salesforce Nonprofit Success Pack.

Salesforce Customer Portal Vs Partner Portal: All You Need to Know

Salesforce is a well-known name in the world of CRMs, portals, and communities. We can’t deny that their products are world-class and provide organizations like yours an upper hand. And sometimes that can raise further questions like which portal to invest in? Should you be going with a portal or a community?

We’ve already written a well-researched article on Salesforce Customer Portals Vs. Communities. Hence, in this article, we are going to discuss its two well-known portals i.e. Customer portal and Partner portal. And help you choose the right solution for your organizational needs.

What is Salesforce Partner Portal?

Salesforce partner portal allows partner users outside of your organization to login to Salesforce. It helps companies by empowering their indirect sales channel and this increases their ROI. Users of the partner portal have limited access to Salesforce and can only see the data of the modules for which they are granted access. With the help of partner relationship management (PRM), companies can create multiple portals to manage, track, and handle their indirect sales.

Let’s talk about three main benefits of having a Partner Portal:

Increased efficiency of your channel sales funnel With the help of partner portals, you can provide your partner a platform to collaborate with your organization for any and every sales activity, task, lead generation or capturing, nurturing, conversions, etc. and thereby increasing the efficiency of your channel sales, and marketing.

Increased ROI

As you provide your partners with easy-to-setup tools to track, manage, and analyze their marketing campaigns with Salesforce partner portal, you will directly see the effect on your ROI. Additionally, you can provide them with exclusive access to your content which will help them align the strategy and marketing around your brand.

Access to data from anywhere anytime

Your partners will be able to access the data and its insights on the go. You can easily share reports and documents from anywhere and help them understand KPIs and other sales opportunities.

What is Salesforce Customer Portal?

Salesforce customer portal is an interface that is useful to provide support to your customers, help them solve issues about your products/services thereby better overall user experience. As a company, you can create a personalized customer service portal including features, sections, information, modules based on your requirements to streamline communication with your customers. And here are the top three benefits of using the customer portal:

Omnichannel support

According to research, 51.3% of people use the internet via mobile. In such times while developing a customer portal, you need to make sure that you make it accessible for your mobile users via mobile application or just making it mobile compatible. This will help you provide omnichannel support and be present wherever your customers are. This makes it more user friendly and an easy to access platform for them.

Easy integration

Salesforce customer portal is easy to integrate with your web pages or the entire website. This can help your users have easy and simplified access to your knowledge base.

Online forum

Customer portals help your customers solve problems more effectively by letting you create online forums, various group learning, informative articles, and more. This provides them a much needed 24/7 customer support without you having to spend extra resources and also eliminates the drawbacks of having customers in multiple time zones. Now that we are clear on both of their concepts, let’s try and understand their differences.

Salesforce Customer Portal Vs Partner Portal

– Purpose: Partner portal shows leads and opportunity to partners whereas customer portal is useful for solving issues independently without interacting with representatives.
– Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users.
– Access and Cost: Partner portals have more access to core CRM features and hence are expensive.
– Role-based access: Using the partner portal you can provide specific role-based access to your partner whereas that’s not the case with the Salesforce customer portal.

There is a thin line difference between both the portals but each has its own uniqueness and functionality to serve.

On the basis of your company’s requirements, you make your choice. If you are looking for a portal that helps you to manage your customers then having a customer portal is the right decision. Whereas, if you want the portal to manage your partners then opt for partner portals.

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 portal solution for your company, then you can choose from our wide range of solutions for Salesforce, Dynamics, and more. We have served in this industry for a decade and have built many Salesforce portals like customer portal, self-service portal, non-profit portals, etc. Get in touch with us and we’ll help you kick start your journey towards communicating better.

Top Ten Benefits of Using A Web Portal

One common word you will be seeing everywhere is “Web Portals.” It is a web based platform. It provides employees, customers and suppliers with a single access point of information.

It provides users with personal information i.e. employee training, safety manuals, or customer profile.

It collaborates information and improves the way employees, customers and suppliers interact.

Let’s look at some of the examples of a web portal:

Portal software brings data from many sources in one place. Then it shares it with different departments, customers, and suppliers. Below are some of the common examples of web portals:

Sales Portal
Job Portal
Customer Portal Solution
HR Portal
Project Management Portal
Matrimony Portal
CRM Portal

And many more.

Each of these portals brings some or the other merits to the table. It eases business operations and interaction with customers.

Thousands of companies have chosen portals as their go-to solution and provide a lot of benefits to them.

Following are the benefits of a web portal:

The focus of web portal development is to upgrade websites as it helps in easing communication. The components of such developments are shell, desktop, menu, page, layout, and placeholder.

This component helps companies to improve the capability of the web page and provides quality information.

Once the company helps you build a custom portal, you can create an online community and boost your revenue.
If there is a company which develops portals then they can help you rebrand your existing website. This rebranding will help you with an opportunity to interact with visitors via a new webpage/website.
A company that provides web portal development services has a dedicated team. They help you in designing, developing and maintaining the web portals. So that the web page of business yields visitors and expands sales as well as profits of the company.
Web portal development helps in achieving a professional look, loads fast, and is SEO friendly. The portal developer works as a step by step process to achieve the business objectives.
The implementation of B2B and B2C models perform a vital role and creates awareness which concerns business growth. The internet has become a useful platform on which any individual can communicate with customers.

Businesses provide a chance to recognize current market trends. Further, on the basis of this they can develop and enhance their marketing policies.

Web portals provide a single sign on option for one common application to use in a simple manner.
There are a lot of people who search for the best possible settings for developing an online business. It integrates with different applications, and can be useful to create a particular source system for a wide range of web portals.

Additionally, it even offers an integration layer to the end users as well as a source system to create a single click.

Web portals make better personalization and even customize various tools to create with ease. Portals let people render the customization process. This intake with different web portal development processes to do it in a simple manner.
Data plays a major role in modern marketing and customer service strategies for companies. Hence, it must be secured against potential breaches which prevents harm to companies and people who trust them with their sensitive information. Additionally, users generate larger amounts of data than before. It is useful for increasing specific target marketing and customer experience strategies. Hence, with the help of portals you can easily secure all sensitive information of your organization and users.

Conclusion:

Over the past decade, growth in the field of web portal development is immense. These web portals can assist businesses in many ways. It helps businesses to have an online presence and rebrand them. It also provides support to customer queries and helps in achieving customer satisfaction.

Summary: This article gives insights into the benefits of having web portals and ways it can help businesses grow their business, user base and serve their users better. Read more…

Announcement! Free Webinar on Winning the New Normal with Portals

Four months into a pandemic, it would be funny if I said what everyone has already said. Times are tough, hold on to your businesses, and hope for something better.

But we are not here to tell you that. We want to talk about how you can win and progress in the new normal world we have around us.

For a while there, we hunkered down and held on tight to the things we knew and the things we are great at. Once we accepted that this is a much more permanent change in the way we think about the world, we changed the way we thought.

This is why after weeks of reflecting, strategizing and working on plans, we are happy to announce that CRMJetty is hosting a free webinar on Winning the New Normal with Portals! A webinar where we will be talking about how to innovate even in the face of pandemic and address some of the real-world challenges that you as a business owner might be facing or have faced in the recent days.

Sounds like something worth your time?Save your spot!

Here are some other details that you might be curious about.

Our Speakers

The webinar will be conducted by our Digital Marketing Manager, Parth Pandya, and Product Manager, Jay Jagani. With a combined experience of over 20 years, they have seen the industry landscapes change and been a part of the same.

When is it happening?

Date: 25th August 2020

Time: 7:30 IST/ 10 AM EDT

What you’ll learn:

– Addressing the current global crisis and challenges

– Traditional business model challenges

– Industries that need serious innovation [need of the hour]

– Customer retention and new revenue streams

– How portals can help

Along with an interactive Q/A session!

How to join?

Just click on this button and register yourself by entering your email address. As simple as that!Save your spot!

You won’t have to download any app or set a reminder, as our webinar platform can be accessed from anywhere and on any browser. For reminders, we’ll send you email notifications [not in annoying frequency, we promise]. And since you’ll be visiting our CrowdCast profile, maybe follow us?

CRMJetty’s Salesforce WordPress Customer Portal is Now on AppExchange

CRMJetty, Biztech’s child company, is very happy to announce that our Salesforce WordPress Customer Portal Solution is now available on Salesforce AppExchange, a leading marketplace for providing enterprise cloud solutions.

Our Salesforce WordPress portal is a popular portal solution for enterprise customers who are looking to enhance the ways they connect with and engage their customers.

“We wanted to go the extra mile for clients and have them know that we adhere to the standards of the Salesforce marketplace and that our product is built keeping in mind all the necessary Salesforce regulations.”, said Maulik Shah, our CEO.

The portal built on and for this platform has the capacity to serve your enterprise business requirements and comes with features like smart case deflection for quick help. Case management, personalized dashboard, extensive knowledge base, etc. which can business serve their customers better. Other commendable features of this portal are secure access to the CRM, real-time notifications, ticket management, and more.

Our portal can help you leverage the potential of Salesforce CRM by letting your customers self-serve them by accessing all the assets from one place. They can also ask questions, leave feedback, generate tickets for their issues, and many other tasks from the portal itself.

We at Biztech are very excited to see the innovative ways our customers use the portal to grow their businesses.

Find our Salesforce WordPress portal on AppExchange here.

About CRMJetty

CRMJetty is an ISO 27001-certified company and adheres to industry-standard strict security and privacy rules. CRMJetty also provides customization services for portal CRM per clients’ requirements.

Job Portal and All Its Must-have Features Explained!

Nowadays everything and every business we interact with is through portals. Be it searching something via web or app. Your users’ first medium of interaction is a portal.

There are various types of portals available like self-service portal, web portal, knowledge portal and many more. Many companies are growing solely by providing portals to businesses. In the current times they are very powerful tools to get users and interact with them effectively.

Talking about web portal; let’s first know what web portals are?

According to LifeRay, “A portal is a web-based platform that collects information from different sources into a single user interface and presents users with the most relevant information for their context. Over time, simple web portals have evolved into portal platforms that support digital customer experience initiatives.”

In simpler terms we can say, portals provide users with easy and curated access to company’s information. There are various types of web portal solutions available like:

Employee portal
Job portal
Partner portal
Knowledge portal
Vendor management portal

And many more.

Here, we are going to talk about recruitment web portal or job portal. We will discuss how it helps recruitment firms, HRs, employers, and people looking for jobs. Additionally, we’ll talk about the features an ideal job portal should have.

What is a Job Portal?

The simplest example of a job portal is LinkedIn. Well, a part of it, actually.

Job portal is a platform where everyone who is looking for a job and people who are hiring come together to find the right job or the right candidate for the job. Both the parties, job seekers and employers, have their own logins and dashboards and features.

So let’s look at some of the must have features and aspects of job portals and what are its advantages.

UI/UX:

It is very important to have a visually appealing and easy to navigate portal. Make sure that the UI/UX of your portal is representing your company’s brand. Having good UI/UX will make sure your users return to your site for their job seeking or hiring.

Going one step further, if you are a recruitment firm and looking for web portal development services, then you can hire a company which helps you to create a custom job portal and add features according to your business processes. With easy and simple UI/UX.

Multi language support:

Just imagine, you are a firm operating from Canada then any person staying in another country who is looking for a job in Canada is very likely to come to your website, create their account and start looking for job opportunities.

Looking at another side of the coin, let’s say your recruitment firm has a tie up with different companies in different countries then it is okay to say that you have global presence and global user base.

In both the scenarios, you need to make sure that language is not becoming a barrier for your users to interact with your web portal. Hence, make sure that your portal is supporting multiple languages. Build your portal in such a way that your user can interact with it in any language they are comfortable with.

This will help you increase your user base and leave a good impact on your users as they’ll know that you care about them.

Easy to Navigate:

Easy navigation in your web portal plays a very vital role in retaining your customers. Make sure that your users understand your portal, are getting clear instructions about the next steps and are not getting lost on your website.

Features:

Firstly, make sure to not bombard your users with long questions while building their profile. According to the current market trends, users don’t like it and are likely to leave your website. Instead ask them crisp, clear, and precise questions. Short questions save time for your users and they don’t leave the website halfway.

In your job portal you can provide your users with features like resume building, importing resume, or uploading from computer. Make sure to keep resume building feature easy to understand, hassle free and dynamic.

Going ahead, you can provide your users with keyword search options, filter search, location based search, education based, part-time, full-time, and many more. This makes it easy for them to search the opportunities they are looking for. Additionally, they can also easily apply for it if they like it.

Final words:

Being a recruitment firm, it is better to have a job portal as it brings all your users at one place and provides them with necessary information. Rather than going for pre-developed portals, it is better to have a company which helps you with web portal development. They will understand your requirements specifically and develop features that are centered around your business logic.