Microsoft Dynamics 365 is widely used because of its robust and effective features. Apart from almost ruling the CRM industry in the enterprise section, they are also ruling the portal industry and with every new release, they raise the standard of their product a little higher. Since every business now has a customer all over the world, it is important to make all communication channels, products, etc. support multiple languages. So, in this article, we are going to show you the steps to…
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Added by Maulik Shah on September 29, 2022 at 6:38am —
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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…
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Added by Maulik Shah on September 28, 2022 at 6:28am —
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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…
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Added by Maulik Shah on September 22, 2022 at 12:57am —
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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…
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Added by Maulik Shah on August 29, 2022 at 6:33am —
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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…
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Added by Maulik Shah on August 29, 2022 at 4:31am —
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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…
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Added by Maulik Shah on August 18, 2022 at 7:12am —
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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…
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Added by Maulik Shah on July 29, 2022 at 5:06am —
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Sometimes, integrating portals can be difficult. We saw a lot of feedback and questions from customers about the process, so we created a step by step guide on How to Install the Default Portal Add-On for Dynamics 365. But in case you’ve decided to opt for a third party portal like our Dynamics 365 WordPress Portal, then this blog is for you.
We are going to discuss how to install and enable Dynamics 365 WordPress portal in your CRM.
A quick overview of the Dynamics 365…
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Added by Maulik Shah on July 19, 2022 at 4:07am —
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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…
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Added by Maulik Shah on July 15, 2022 at 6:52am —
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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…
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Added by Maulik Shah on June 29, 2022 at 1:36am —
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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.…
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Added by Maulik Shah on June 13, 2022 at 3:34am —
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“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…
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Added by Maulik Shah on May 24, 2022 at 3:10am —
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Access management is a crucial part of any business. It provides improved security but mitigates threats.
As your organization grows, you need to provide multiple logins for high-volume users. However, managing high volume users in the Salesforce customer portal is a big challenge.
In this post, we will cover all the aspects of understanding high volume customer portal users and how having a custom Salesforce portal can help you easily take care of high volume…
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Added by Maulik Shah on May 20, 2022 at 2:26am —
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Only some businesses have realized that partnership is the key to upscaling their business in this competitive landscape. But when it comes to partnership management, it’s essential to know that not all strategies can spur impact or get the desired result that you may be working to achieve. Effective partnership relationship management is crucial for promoting products and building strong relationships.
Many successful brands, including Microsoft, Hubspot, and Salesforce, have…
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Added by Maulik Shah on May 12, 2022 at 5:13am —
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Customer service and marketing are two important and distinct departments of any business. The two departments are very different from one another. While one focuses on improving the experience, the other focuses on increasing sales.
However, in the era of social media and online reviews, businesses realize that the unification of these two departments is essential to achieve goals faster.
The unification of these two departments solves age-old problems. It keeps the customer…
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Added by Maulik Shah on May 11, 2022 at 1:43am —
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As a writer, I like writing about portals and how self-service changes how we approach business. As a customer, I like that we have a self-service option. It’s not that I have any problem asking for help from support reps. Waiting on calls for hours or a reply email is too much for me. I prefer solving problems on my own with the help of knowledge base articles, videos, and more. While it gives me complete control over my activities, it also challenges me to learn and grow by tackling…
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Added by Maulik Shah on March 31, 2022 at 4:30am —
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If there’s one sector which is resilient, it’s the travel industry. We can be certain that they will be back in full swing. The trick in the current situation is to reposition yourself and think creatively about what you can do to attract, convert, and retain customers. It can be about bringing health and wellness to the forefront with no-touch technologies like the one found at Chengdu Shuangliu Airport in China. They have kiosks that use facial recognition to help travelers check their…
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Added by Maulik Shah on February 18, 2022 at 1:59am —
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Almost every business now knows and uses customer portals to improve their customer service. But that doesn’t guarantee customer satisfaction.
Your portal is the face of your customer service. 50 percent of customers will switch to another brand after one bad experience. So, you must offer a positive experience with an appealing, intuitive, and feature-rich customer portal design.
If you had a physical retail store, you would ensure that customers get the best experience…
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Added by Maulik Shah on December 29, 2021 at 12:21am —
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Last year many companies such as Slack, Twitter, Shopify, UpWork, and Facebook embraced the permanent work-from-home culture. Remote work forced by the pandemic has proven that employees can work productively from home as much as they can from the office. But the real challenge was – implementing remote work. Miscommunications, inefficient operational management, misinterpretation, delays in delivery, security concerns, etc. disrupted the entire business flow.
Many tools emerged to…
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Added by Maulik Shah on December 13, 2021 at 5:19am —
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Every time someone talks about customer experience, the first and foremost suggestion that businesses receive is – deliver what customers want. But each customer may have unique requirements. A few may ask for convenience in shopping while others may prefer quality products. There are different ways to enhance your customers’ shopping experience. And yet, the most effective way is to offer self-service. You can achieve that with eCommerce portal development.
This article covers…
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Added by Maulik Shah on December 7, 2021 at 3:17am —
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