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…

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…

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…

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…

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…

Businesses are constantly seeking ways to streamline their operations and enhance user experience.

And this is where the web portal comes in as one such powerful tool that has left its mark. A web portal…

Businesses are constantly seeking ways to streamline their operations and enhance user experience.

And this is where the web portal comes in as one such powerful tool that has left its mark. A web portal…

ADX portals were once relied upon to connect seamless web interfaces with Dynamics CRM. But here’s the thing: Times and technology have changed. As you already know, Microsoft ended support of the ADX portal quite a while ago. If you still cling to it, you are just clinging to the past, stopping your business from a world of innovation and security that could take your company to the next level.

Now, I know what you might be thinking. “If it ain’t broke, don’t fix it,” right? But what…

The insurance industry is referred to as cumbersome and very opaque in the ways of managing policies and processing claims.

These image of the industry need a tectonic shift through innovation and digital transformation. Dynamics 365 Customer Portal is the answer to the complex world of insurance.

These portals link insurers and policyholders, increasing the customer experience, operational advancements, and ease of insurance for all parties.

Let’s understand how…

SuiteCRM is currently the most widely accepted open-source CRM system worldwide. It is powerful, feature-rich, intuitive, secure, and flexible, and it can help you improve your customer service and experience.

For a company that highly values improved user experience, customer interaction, and satisfaction, the SuiteCRM Customer Portal is a perfect answer.

Understanding SuiteCRM…

Businesses of all sizes are recognizing the transformative power of CRM systems to drive growth, enhance customer satisfaction, and streamline operations.

Among the other CRM platforms available, Salesforce stands out for its unparalleled flexibility, extensive customization options, and comprehensive suite of services designed to cater to every facet of customer management.

However, harnessing the full potential of Salesforce requires more than just a subscription. It…

Web portals are now fundamental to business operations, acting as the main access point to the digital realm. They offer centralized access to diverse information and services, making them critical for companies aiming to optimize their processes and improve interactions with employees, customers, and partners.

Explore the importance of developing web portals and why they are necessary for business investment in this blog.

Why Web Portal? What is the…

Imagine having the power to craft custom web experiences that look great but also function seamlessly across all user touchpoints—without needing to dive deep into the complexities of coding.

That’s the promise of PowerApps Portal: a low-code solution that empowers organizations to build external-facing websites and applications with ease.

With PowerApps Portal, the process of bringing your digital vision to life becomes more accessible and less time-consuming.

Plus, its…

Behind every success story are challenges, processes, and the constant pursuit of excellence. We are here to talk about the astonishing journey of a Real Estate Company. Let’s call them REC for reference.

Imagine navigating a maze where every turn brings a new challenge – handling lots of data, keeping up with endless customer questions, and ensuring every property reservation goes smoothly.

This was REC’s world before they found the magic solution: the Salesforce Partner…

CRMJetty, a global leader in CRM solutions and a subsidiary of Biztech Consulting and Solutions Pvt. Ltd., is excited to announce its strategic partnership with UpWing, a pioneer in innovative business solutions. This partnership is a significant step towards transforming business solutions in Europe, Brazil, and the PALOP community.

UpWing’s 360° approach blends visionary design, advanced communication, and effective sales strategies. Focused on AI-driven solutions and a data-centric…

Collaboration and data sharing have become integral to business success in the digital era, especially within partner ecosystems. The Dynamics 365 Partner Portal stands at the forefront of this trend, facilitating seamless partnership management. However, with increased collaboration comes the heightened need for data security. This is where role-based access control (RBAC) becomes pivotal. This blog delves into the significance of RBAC in the Dynamics 365 Partner Portal, highlighting its…