Webinar: PortalXpand: Portal Solutions for Partners, Customers and More

Extend the capabilities of Salesforce to your partners and customers, engage better, and streamline operations with PortalXpand.

With PortalXpand, businesses can get a platform to interact with their partners and customers.

They can:

  • Optimize business performances
  • Manage updates via simple configurations with drag and drop feature
  • Make required resources available to the stakeholders
  • Customize the portal as per their requirements

In this webinar, industry experts Jaykumar Jagani (Head of Products) and Ishan Shah (Presales Manager) will share their insights on how businesses using Salesforce can get more benefits out of their business by making their engagements with customers and partners more interactive.

Key takeaways from the webinar

  • Insights on the need of a robust portal solution
  • How to overcome current business challenges
  • How your business can transform using Portal
  • How our solution can make a difference

When is the Webinar?

28th September, 2022, 7:30 PM IST | 7:00 AM PDT

How do I join this webinar?

Just Book Your Spot from this page!

Meet Our Speakers:

Jaykumar Jagani – Head of Products

Jay has extensive expertise in the customer engagement domain and products. He believes in having a strong combination of technology and management. Staying relevant to the industry and adapting to new changes are his success mantras.

Ishan Shah – Presales Manager

With in-depth understanding, knowledge, and experience of various industries, he has helped a number of businesses transform their growth journey. Applying long-term, effective solutions is his primary forte.

Register Now

11 ‘Must-have’ Features and Functionalities in Your Custom Web Portal

To ensure your project requirements are fulfilled through a web portal, you must have enough features to help you with that. Custom web portals are the best way to have features that suit your business and customer needs, but some features need to be in your custom web portal.

In this blog, I have mentioned some web features that guarantee your niche, business, and customer requirements are fulfilled. These features will ensure security and a top-notch experience.

What Features Does Every Custom Web Portal Need?

Starting from listing down the requirements to actually having them in your portal is a complex process if done without experts.

At CRMJetty, we ensure quality services with suitable guidance from the beginning to serve you the best custom web portal with all features to ensure an excellent customer experience.

Request a Quote

Below are some ‘must-have’ features in your custom web portal curated by the company that aces at portal development:

1. Interactive Dashboard

This comes without saying. The homepage is the first thing a shopper will see when logging into your business’s web portal. Here, you want to ensure that the homepage is neat with smooth navigation, has information in the proper place, and is highly interactive. Keep the contact information properly visible. Keep self-service options constantly visible on the screen. Don’t make your customers work to find the menu or products they want; thus, always include a search bar with a voice input option.

You can even let your customer choose their dashboard theme. Give them a section to have their bookmarked products or wish list. Include such features to make the dashboard exciting and interactive.

This way, you can make an interface suitable for technical and non-technical users.

2. Self-Service Tools

Self-service is a mandatory service to be provided and expected from businesses. Users mostly prefer the luxury and comfort of finding the answers to their questions without waiting for another human to respond to them on business days.

Here, providing self-service is the best option to let customers solve their queries through given resources at their convenience and save your service reps from mundane tasks like explaining ‘how to change password’ multiple times a day to customers. It will boost their productivity too.

Original Source: https://www.crmjetty.com/blog/must-have-features-and-functionalities-in-custom-web-portal/

Dynamics 365 Portal: Types, Benefits, and More

Have you heard about portals? They have been ruling and evolving for a long time. Businesses opt for it due to its dynamic features like self-service, data security, etc. But the search for the right tool is challenging.

If you, too, are looking for a solution to automate your customer service and enhance the overall experience, then Dynamics 365 portal is for you. In this blog, I have written all the details you need to know about Dynamics 365 portals. Let’s start with the basics:

What is the Dynamics 365 Portal?

Portals are basically websites that provide a tailored experience to your customers, partners, and employees.

Dynamics 365 portal directly syncs all the information from the CRM so that you don’t have to re-enter all the data.

With Dynamics portals, you can enable easy sign-in, self-service, payment gateway, and much more for your customers. You can:

  • Allow customers to help themselves find solutions to their queries through the self-service sector
  • Enable smooth communication and collaboration among business partners
  • Increase your employees’ productivity, and more.

Original Source: https://www.crmjetty.com/blog/dynamics-365-portal-types-benefits/

Helping NonProfits With a Digital Solution

Nonprofits are the saviors of the people and nature that we abandon. They are the backbone of the people who need support. But even they need someone to back them up. Someone or something that can help them manage their funds, donations, and volunteers. That’s when we and our Salesforce NonProfit portal come into the picture.

What is Salesforce for Nonprofit?

Salesforce has been in the CRM game for a long time and is one of the most popular and advanced CRMs. They wanted to start an NGO-specific CRM platform, and thus Salesforce for Nonprofit was born.

List the advantages of Salesforce for Nonprofit

For any nonprofit, Salesforce has a great deal of advantages with Salesforce for Nonprofit. Its modules are specifically for NGO operations and therefore help streamline them.

NGOs get a unified view of all their supporters and get rough data on them. This data can easily be translated into valuable information to get a much deeper insight into each supporter, campaign and funds received. With this data, NGOs can better understand the impact and reach of their campaigns and organization in general. Leveraging this insight, they can jump into the nitty-gritty of the following fundraising campaign and tailor it to get the best results.

Let’s walk through the benefits it especially has for volunteers and donors.

Volunteer management:

Any NGO that wants to function smoothly needs volunteers. But volunteer management is quite complex. Volunteers need to know their tasks, the time they have put in, donation details, fund management, and everything in between.

With Salesforce for Nonprofit, admin can onboard volunteers based on their requirements and the volunteer’s skill set. They can assign tasks to volunteers, have them manage their own time and tasks, etc. Volunteers can also view the donations, set up campaigns, and manage them.

Donor benefits:

NGOs often work for specific causes and tie up with organizations in need. This, in turn, means that they also have regular donors. Regular donors also generally donate to specific organizations and causes which might mean something to them or they may feel strongly about. With the Salesforce for Nonprofit platform, NGOs can make it easy for donors to use a channel of their preference and get interaction data to understand supporter engagement.

With easy digital payment integrated into it, donors can securely support the NGO, whether they are one-time donors or regular contributors.

But the Salesforce for Nonprofit alone might not always do the trick. For one, it can get slightly expensive. CRMJetty makes a special portal for Salesforce for Nonprofit, which complements it seamlessly. Take a look at how one of the clients had a very specific requirement that we managed with our portal.

How CRMJetty helps nonprofit organizations to succeed

One of our NGO clients that helps homeless communities with food, shelter, and everything else, needed a platform to help manage funds, donations, and volunteers. They had specific requirements: log entry, volunteer work management, donation tracking, inquiry management, etc. Here’s how we helped them out.

Original Source: https://www.crmjetty.com/blog/helping-nonprofit-with-digitalsolution/

How Dynamics 365 Case Management helps you Manage Customer Queries

What does great customer service mean to you?

It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly.

“Please hold while we transfer you. You are valuable to us.” This is not what they like to hear. No one wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds.

It’s essential that you provide them with instant replies, which is challenging as customers prefer different channels for support. They may start their request via phone or call and then move on to other channels. Hence, you should integrate a Dynamics 365 Case management solution that ensures a seamless experience for you and your customers despite the communication channel. It connects everyone in the organization and helps your support team with all the information required to solve a case, including activity history and best actions.

Before we begin with the benefits case management has for your business, let’s examine case management in detail.

What is Dynamics 365 Case Management?

A case management solution lets companies collect all the information related to the cases. It tracks each case (question/request/issue reported by customers and requires resolution) from intake of the incident to remediation process and final resolution.

Dynamics 365 case management solution pulls all the cases in the database, identifies causes, and helps route them to the appropriate agents who can solve the case. It allows agents to categorize and manage cases. Other members such as the support team can analyze KPIs, including response time and resolution time. The service team can maintain a knowledge base to compile common queries.

Case management is important as one single mistake can lead to discrepancies. Long waiting hours, delays in case resolution, miscommunication in case management can escalate the support cost and even impact customer satisfaction, costing you a customer.

Dynamics 365 case management optimizes the business processes with quick access to information.

How Case Management Helps your Business

Case management is a holistic way to manage work and processes that are not repeatable. It enables you to address business challenges and manage unpredictable information-centric processes. Consider these impacts on your business.

Understand Customers Better

When you have all the information related to your clients in one place, you can quickly add case descriptions, view the cases in the list, deadlines, notes along with contact information, communication preferences, etc. All this information helps you focus more on customers and provide a personalized experience. Plus, your support team can collect rich insights about your customers, which can help analyze and offer valuable insights to everyone in the organization.

Automate the Tasks

While dealing with pen and paper, the chances of error are more. Notes can be misplaced, and documentation can be filled incorrectly. Dynamics 365 case management ensures that all the data information is collected appropriately so that everyone knows what steps they need to follow.

It uses automation to remove repetitive tasks from your support team’s tasks and helps them focus on priority tasks. For example, instead of explaining to customers – how to install the product, they can share the user manual or redirect them to how-to guides.

For basic questions, customers can view the FAQs. Instead of asking the support team, they can raise tickets themselves. You can generate forms automatically based on the information and then send them for digital signature.

Expedite Resolutions

One of the advantages of a case management system is that you can resolve the cases from anywhere. A cloud-based system makes all the data available at any time. Besides, it helps assign the cases to the right agent based on skill sets and availability. Customers don’t have to wait to get answers to questions as the team can access and help them even directly from a mobile phone.

This way, businesses can be available round the clock and improve the average handling time.

Other capabilities of Dynamics 365 case management include:

  • Effective workflow
  • Reduced costs, risk of errors, and hassles
  • Easy content search and organization
  • Fast decision making with personalized dashboard
  • Instant notifications and updates
  • Higher real-time insights and visibility

The benefits of case management are limitless.

Now, the question is – how to find a solution that has all the capabilities of case management and is tailored according to your business?

Go for Dynamics 365 Portal!

Yes, a portal that covers all the services that your business needs.

Check out below and learn about the features of the Dynamics 365 portal.

Original Source: https://www.crmjetty.com/blog/dynamics-365-case-management-manage-customer-queries/

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
  • 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
  • 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 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
  • 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 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.

Get in Touch

An All Covering Guide on Dynamics 365 Portal

or exceptional customer experience it is imperative to provide prompt response to your customers.

To achieve that, organizations are providing the option of self-service to their customers.

Statistics reveal that 67% of customers prefer serving themselves than talking with a customer service representative.

Considering this very idea of self-service, we will be discussing how Dynamics 365 portal can help you bring more efficiency to your business operations.

An outline of all the topics this post covers:

What are Dynamics 356 Portals?

I know there’s no point telling you the whole story, but just for the record. Dynamics 365 portals are websites that extend the functionality of your Dynamics 365.

Think of them as a booster dose. It’s only going to be more helpful. Such additional functionality is going to lead to more collaboration, better engagement, and great CX.

You can create a Dynamics 365 portal, and provide it to your customers or business partners or employees for streamlined communication.

As far as the structure and functionality of Dynamics 365 portals is concerned, here are the most crucial elements that a portal should have.

  • A web page that displays all the relevant information that a user can see. To create pages, you can use templates, layouts, and other design components of the Dynamics 365 portal.
  • A portal has entity forms (single-step forms) as well as web forms (multi-step forms) that you can add to web pages.
  • You can also use widgets and pages to also create knowledge articles, frequently asked questions, and such.
  • You can create content snippets. These are a small section of editable content that you can place on any web page or template of the portal.

Original Source: https://www.crmjetty.com/blog/dynamics-365-portal-guide/

How Finance Businesses Can Benefit from a Finance Portal

Note: This post is for any B2B finance brand or a direct customer in the finance industry. This post highlights some of the common challenges that a direct customer might face and how they can be solved using a finance portal.

For many years now, the finance industry has been undergoing a fundamental shift. Digital transformation is changing the way businesses and customers interact with one another.

Everything is shifting online, be it payments or communication. Innovations and trends are emerging in the industry. Businesses are doing their best to keep up with customers’ expectations and deliver seamless experiences.

Understanding your customers’ pain points will help you best cater to their requirements and give your business a competitive edge.

Critical areas, which, if kept unattended, can put off your customers

A. Customer support

You will agree that customer acquisition costs in finance are higher than in other industries. Did you know acquiring a customer can cost five times more than retaining existing customers?

So here, exceptional support to your customers is what helps build trust, foster loyalty, and bring in more business with word-of-mouth.

A common problem

A common area of support where most financial organizations struggle is quick response time. Customers want a solution to their problems in less time. They base their experience on how quickly they get a response.

As per CMO Council, the most important attribute of a good customer experience, according to the customers themselves, is a fast response time.

Given the nature of finance, customer queries tend to be more complex. Because of that, customer support agents have to deal with longer turnaround times and unsatisfied customers.

Solution

B2B finance businesses can leverage a finance portal with built-in support functionalities. With features like knowledge base, live chat, etc., you can provide quick support. For instance, with a knowledge base, customers can access articles to get all the information they need to solve their queries.

Know more about how a finance portal can benefit your finance business. Explore all the features that make a portal successful.

Know more about the finance portal

Original Source: https://www.crmjetty.com/blog/how-finance-businesses-can-benefit-from-finance-portal/

An Actionable Roadmap to Stronger Vendor Relationships

“Companies that fail to invest in vendor relationship management to analyze risks and prevent failures in the first place lose sales, revenue, and market value.”

J.M. Smuckers’ Brand failed to invest in vendor management, effective risk assessment, and proper vendor diligence. The result was a failed product and customers’ trust, which caused them a loss of $400 million in the market value.

Why do you think it happened? Because of the failed vendor management process. We often think collaboration, knowing vendors, and strengthening relationships do not affect the business whatsoever. However, it helps to know more about vendors and ensure they deliver quality products and mitigate risks.

Vendor management is crucial, but all vendors are not the same. They may have different requirements and might follow diverse processes. Hence, traditional vendor relationship management practices won’t be effective. To strengthen vendor relationships, you need to implement a modern and technology-oriented approach.

You need to devise a strategy for managing vendors by considering everything buyers and sellers, products and services, and more.

This article takes you through the aspects you need to consider on the road to better vendor management. It explains the vendor management process, modern approaches, and tools to improve vendor relationships and provide better long-term opportunities.

  • What is Multi-Vendor Management?
  • Why Vendor Management is Essential?
  • Stages of Vendor Management Process
  • Implementing Strategies to Strengthen Vendor Relationships
  • Vendor Relationship Management with Portal – How?
  • Role of CRMJetty

What is Multi-Vendor Management?

Multi-vendor management is exactly what it sounds like, managing multiple vendors – from selecting the right vendors to outsourcing, gauging quality, evaluating performance, and ensuring on-time payments. When done effectively, it improves communication, streamlines processes, enhances collaboration, and strengthens relationships with vendors on an individual level.

Nowadays, it’s done using vendor management tools and technologies such as a vendor management portal, which automates processes and streamlines operations with a centralized interface.

Note: Often, businesses misinterpret vendors and suppliers. They use it interchangeably. But vendors are those who supply goods and services to customers, whereas suppliers supply to businesses. Suppliers are the first link in the supply chain, while vendors are the last in the chain. So, while looking for a vendor management portal, make what you require clear.

Original Source: https://www.crmjetty.com/blog/an-actionable-roadmap-to-stronger-vendor-relationships/