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Maulik Shah's Blog (134)

Customer Engagement Portal: An Up-to-Date Guide

What’s the difference between an average customer and an engaged customer?

An average customer will buy and leave. An engaged customer will come back and also recommend you to others. So what do you think is worth the effort?

This article is for you if you are into the second option, i.e., customer engagement, and looking for some inspiration to improve customer experience.

Here, we will learn about various strategies and how the customer engagement portal helps you…

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Added by Maulik Shah on November 29, 2021 at 12:53am — No Comments

How Custom Portal Helps Serve Customers [Applicable To All Industries]

By giving them their personal space.

Custom portal development provides that one advantage or a super tool that humans rarely get in the real world. A personalized space where they can be the sole owner of their activities. They can immediately access resources and control how and what they share and with whom. Additionally, they can communicate with others and build strong relations. In short, that one window space makes them the king of their world.

A portal for businesses…

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Added by Maulik Shah on November 12, 2021 at 3:31am — No Comments

Your Ultimate Guide to Supplier Portal

Effective supplier management is critical for the success of procurement organizations. But as supply chains and suppliers increase steadily, businesses should take proactive measures to mitigate any disruptions within their supply chain. It can be costly in terms of finance and the company’s reputation.

With supplier portal software, businesses can take a strategic approach and manage their suppliers effectively. This article…

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Added by Maulik Shah on November 10, 2021 at 1:31am — No Comments

Collaboration Portal: For Productivity and Customer Satisfaction in the Digital Era

Remote work has become the new normal in the pandemic. Businesses that lagged in digital connectivity had to come up with remote solutions. They learned how to manage their teams remotely, encourage digital collaboration, and provide customers with their needed tools.

The outcome is that virtual format has now become a norm. 54 percent of Americans say that they want to continue working from home. 66 percent expect to go for a hybrid model. As a result, communication and collaboration…

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Added by Maulik Shah on October 21, 2021 at 7:50am — No Comments

IT Self-Service Portal: All You Need to Know About It

Everyone knows the role of self-service in customer experience. If there are no self-service resources, a few button clicks can result in long calls and waiting times. This can lead to more frustration if the issues are trivial. Also, it may affect internal support. Suppose your organization doesn’t have an IT self-service portal for your internal teams. In that case, the internal requests will be scattered, getting help will be time-consuming, there will be many repetitive tasks and…

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Added by Maulik Shah on October 7, 2021 at 2:48am — No Comments

Go Paperless with Customer Portal for D365 Document Management

Every day, thousands of businesses worldwide are boosting productivity, saving costs, and earning better returns by moving from paper-based systems to paperless digital solutions that amplify the daily grind.

Document management systems can easily integrate with your existing solution and improve workflow efficiency. But that’s too ‘90s! Integrating multiple third-party solutions and configuring them to work together creates chaos and might slow down the ERP solution. On top of that,…

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Added by Maulik Shah on September 30, 2021 at 5:12am — No Comments

Guide to Partner Portal Best Practices

“Alone we can do so little, but together we can do so much” – Helen Keller.

This is the motto of businesses today. We are likely to see every business using a partner portal to automate their engagement process in this digital era. However, too often, partner portals fail to deliver the core promise because they lack important features. What are they? How do we know partner portal best practices? Both are fair questions, and in this article, I will try to explain those in a structured…

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Added by Maulik Shah on September 22, 2021 at 1:09am — No Comments

Web Portal Software – A Guide [2021 Edition]

Since the pandemic has turned every one to work remotely, the need for an online presence has increased. With that, it has become important for businesses to look for web portal software that will allow them to automate tasks, track operations, and significantly increase customer, employee, and partner engagement. But what type of web portal do you need? What will be the development cost? What factors affect the cost?

This article will cover web portal software, including types,…

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Added by Maulik Shah on September 14, 2021 at 1:40am — No Comments

Patient Portal Development: A Comprehensive Guide

With the implementation of technology for healthcare records, patient portals have become incredibly popular in the past few years. Healthcare organizations are looking to find the best patient portal development companies to develop one, irrespective of their size and specialty.

Patient Portal Development: A Comprehensive Guide

You can think of patient portals as the Swiss Army knives of medical software. They’re unbelievably…

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Added by Maulik Shah on July 23, 2021 at 4:55am — No Comments

How Dynamics 365 Case Management helps you Manage Customer Queries

What does great customer service mean to you?



How Dynamics 365 Case Management helps you Manage Customer Queries

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…

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Added by Maulik Shah on July 21, 2021 at 3:00am — No Comments

Features to Add to Your Customer Portal Requirement List

Ms. Becky has a travel and hospitality business. She wanted to provide her customers with excellent service by introducing a self-service customer portal. But the results were not as expected. After analyzing, she realized that clarity on customer portal requirements is essential. But, unfortunately, she missed out on the customers’ needs and the essential features for custom portal development.…



Features to Add to Your Customer Portal Requirement List
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Added by Maulik Shah on July 11, 2021 at 12:20am — No Comments

Supplier Management Best Practices to Follow in 2021

Do you know effective procurement can enhance customer experience?

Look at it this way - unless you receive the goods on time, you can't proceed further. If the supplies are not delivered on time, it will result in late deliveries, which will affect customer experience and sales. So, while focusing on customer relationships, you have to focus on supplier management too.

Supplier management…

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Added by Maulik Shah on June 30, 2021 at 8:30am — No Comments

Web Sales Portal: Your Easy Way to Modernize Sales Management

Picture this. You are a big organization’s owner with a large customer base and numerous sales channels. What would be your first approach to manage them? You obviously wouldn't want to start your day by swamping yourself with compiling scattered sales data. Neither would you want to open those exhausting big spreadsheets to analyze individual sales reps’ data to track progress or call or email them.

Instead, you would want to…

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Added by Maulik Shah on June 28, 2021 at 5:00am — No Comments

Dynamics 365 Self Service Portal - To Manage Dynamics Operations Better

Self-service is the future of customer service, and businesses have started realizing it. Gone are the days where customers would have to call or email companies to register their problems and follow up on them until they are solved. Instead, businesses today look for customer service solutions that endow their customers with more flexibility and enhance their experience. Similarly, companies are also on the hunt for ways to automate their employee management and…

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Added by Maulik Shah on June 22, 2021 at 6:30am — No Comments

Salesforce Case Management Best Practices to Follow in 2021 and Ahead

For any organization, there are various aspects that you need to take care of. And support service is an important one among them. When it comes to IT support services, case management holds great importance.

Salesforce Case Management Best Practices to Follow in 2021 and Ahead

What is Case Management?

Case management (also referred to as a ticketing system) is a vital aspect of an IT…

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Added by Maulik Shah on June 14, 2021 at 7:22am — No Comments

All You Need to Know about Channel Management Process

The channel management process is a cost-effective way to expand a business globally by partnering with aligned organizations to sell your products and services. The channel management process involves some level of control over the performance of an individual or team as your partner. While managing these channels, there may be some challenges that your business may face to ensure a mutually beneficial relationship.…

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Added by Maulik Shah on June 9, 2021 at 7:10am — No Comments

Latest Trends and Must-have Features of Real Estate Portal

According to a survey by global statistics consolidator Statista, real estate website visits were more than 120 million times each month. Another study, according to a 2019 National association of Realtor’s profile of home buyers and sellers, states that…

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Added by Maulik Shah on May 25, 2021 at 7:00am — No Comments

How Different Industries Use Dynamics 365 Portal



Managing and maintaining records is always a tough and tedious task. But as the saying goes, 'There is always a solution for each problem.' Here, a Dynamics 365 portal is a solution that can resolve all of your small or big business problems.

From gathering engagements to analyzing progress or managing inventories to track a shipment process, every work is possible to manage by a single portal. It…

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Added by Maulik Shah on May 19, 2021 at 5:00am — No Comments

How Different Industries Use Dynamics 365 Portal



Managing and maintaining records is always a tough and tedious task. But as the saying goes, 'There is always a solution for each problem.' Here, a Dynamics 365 portal is a solution that can resolve all of your small or big business problems.

From gathering engagements to analyzing progress or managing inventories to track a shipment process, every work is possible to manage by a single portal. It…

Continue

Added by Maulik Shah on May 19, 2021 at 5:00am — No Comments

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