Maulik Shah's Blog – July 2024 Archive (6)

Empowering Customer Service With Salesforce Help Portal

Call customer support and wait in the queue to get answers! Customers don’t like to wait to get answers to small queries and doubts.

Calling might still be okay for complex queries, but otherwise, customers like finding answers rather than contacting customer support for every request. That is why modern businesses emphasize quick service delivery and ready-to-access information via online portals.

Such an online help portal would enhance customers’ experience and optimize…

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Added by Maulik Shah on July 12, 2024 at 8:35am — No Comments

Enhancing Customer Success for Insurance Companies with Dynamics 365 Portal

73% of customers holding an insurance policy expect self-service options for policy management. Most customers want convenience while searching for queries or doubts. Yet, insurance companies find enabling a frictionless customer journey difficult due to the lack of the right technology, manual processes, and insufficient self-service options. This can lead to frustration, dissatisfaction, and customer churn.

CRMJetty Dynamics 365 customer portal solution can be customized…

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Added by Maulik Shah on July 1, 2024 at 4:41pm — 2 Comments

All About Salesforce Experience Cloud for Non-Profit and a Better Alternative

The digital world has grown exponentially, and with it, so a need for organizations to adapt. Nonprofits are no exception to this rule. Experience Cloud for Nonprofits is a powerful tool that can transform how these organizations interact with their stakeholders and manage their operations. It is not a free tool, but it provides premium quality solutions at competitive prices. To embark on your journey with this platform, selecting the appropriate license is crucial. There are numerous…

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Added by Maulik Shah on July 1, 2024 at 4:40pm — No Comments

Dynamics 365 Partner Portal for Effective Partner Management

Imagine a world where you manage your business partners just like clockwork. It’s not just another fancy word to define some kind of tool. But it is what you achieve after using the tool – regularity, uncompromised output, and a seamless workflow.

Today, we will discuss how you can efficiently manage relationships with partners with a Dynamics Partner Portal.

Challenges in Managing Business Partners

1. Complex Coordination…

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Added by Maulik Shah on July 1, 2024 at 4:39pm — No Comments

How Salesforce Customer Portals Improve Efficiency in Nonprofits

What if volunteers could pick the schedules of their choice from the comfort of their homes, the event attendees could register with a click, and donations could be processed in a few clicks? 

Sounds great! Isn’t it?

A sure way to do it is by streamlining critical operations. Volunteers can dedicate more time to their core mission rather than getting bogged down in administrative tasks.

Let us discuss it in more detail.

What is a…

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Added by Maulik Shah on July 1, 2024 at 4:29pm — No Comments

Access Control Challenges in the Finance Sector and the Ways to Overcome It

Security in digital platforms and managing sensitive data always remain hot issues. The finance sector deals with technology mainly in transactions, data storage, and customer interactions. Thus, it is of supreme importance for information integrity and confidentiality. Moving further, many regulatory compliances make it even more difficult for institutions.

This is where Role-Based Access Control (RBAC) has its answers. Below, learn what RBAC is and how institutions can deploy…

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Added by Maulik Shah on July 1, 2024 at 4:28pm — No Comments

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