CRM stands for Customer Relationship Management. It refers to all the technologies, tools, and strategies that businesses use to gain new customers and retain existing ones. It also refers to the technology or platform that helps a business achieve optimized sales and business processes.

A customer management strategy typically includes a lot of things. They comprise goals to enhance sales and ROI, create…

Many companies across the globe have already embraced the work from home culture and are investing in the work from home technology solutions.

When it comes to the work from home technology solutions, work from home portal solutions can play a significant role in making it easier and more efficient. If you run an organization and are wondering how a work…

Every law firm has its unique system for managing its clients and getting the work done. Each process is highly individualized as attorneys follow their specific workflows. In this type of environment, miscommunication, frustration, and inefficiency often reign. Legal associates and staff constantly have to scrabble to understand each other’s processes and cater to their needs. This can lead to a delay in the outcome, an increase in pending cases, and client…

Our team has equipped our Salesforce customer portal with some more next-gen features with our mission to provide you with the best portal solutions in terms of capabilities and functionalities for your business.

We aim for giving more flexibility to the admin and users in deciding on form and portal layouts and preserving data while upgrading the portal with the new…

A customer self-service portal, as the name suggests, is a website or an application that allows customers to help themselves. Businesses leverage customer portals to help their customers find answers to their common queries and questions easily on their own. Customers may also place orders, raise complaint tickets, track their progress, etc. without any need for human support.

It is a win-win situation for both your…

A web portal is a web-based gateway that allows different parties involved in a business to access an organization’s data as per their needs and roles. With a web portal, an organization can manage data and the flow of information better and more efficiently.

Creating a web portal also helps minimize reliance on traditional ways of exchanging crucial information like calls, fax, or even emails. There are different…

In today's 24*7 world, the customer portal is taking a table stake. Customers now find it easy to use a self-service portal rather than contacting customer service. And thus, organizations must have a solution. According to Statista's survey, 88% of respondents expect a company or brand to have an online self-service portal.

The use of…

Customer service is undoubtedly one of the crucial aspects for any organization. There is a constant need to ensure that your support staff is handling customers’ queries efficiently. It is important to ensure that your organization’s support service is seamless and hassle-free.

This is where proper ticket management comes into the picture. And a proper visibility of support…

If you visit a website as a customer, you might have come across several ways to resolve a query. Sometimes it might be directing you to the FAQ page; other times, it might be about sending emails to a customer support team. All this can be overwhelming, considering there are several approaches for a single query.

In e-businesses, it's necessary to have an efficient and proper workflow for customer interaction. And also, you…

A business should provide its customers with a way to decrease dependence on customer service. In other words, customers should be self-sufficient in solving small queries and problems. This is where an effective knowledge management strategy comes into play.

Knowledge management helps customers find answers to their everyday questions and queries, saving them the hassle of contacting customer service every time. A well-maintained knowledge helps a business prevent overflow of…

Issues such as dealing with customer support and regulatory agencies are well-known. As we know, no one likes endless forms, long waiting times, and queues. And if you think that only customers are frustrated with this process, then you're wrong. Even businesses like yours have to cope with streamlining processes and applications.

Thanks to technology, you can now digitalize customer support. And portals would make it much…

Partner relationship management is a collective term that refers to a set of strategies and techniques that mostly B2B organizations use to streamline relationships with their marketing partners and selling partners. Partner relationship management can range from a simple approach to managing co-marketing relations to even more complex programs that include data management and more.

As the business grows in size and the number of partners increases, partner management via CRM can…

If you have to measure your business performance, how would you do that? There are several parameters that you can quote like customer base, volume of orders, total sales, etc. but is that all? Nope, it isn’t because it is lacking one of the main parameters to assess where your business stands. That parameter is finding out how your customers perceive your brand.

One of the…

As a business grows in size, managing operations can grow more complex. Switching between interfaces to view CRM entities or checking customers’ details in CRM and updating them isn’t feasible for large organizations. It not only consumes more time but also increases the chances of inadvertent errors in data updates. It also doesn’t let an organization’s owner decide who can access what and can compromise security as anybody can access anything. This is where a…

Social distancing. Our current reality to stay safe.

However, for businesses, it is the exact opposite. They are concerned about its long-lasting impact that is probably going to be bigger than anticipated.

Currently when you have very few chances of acquiring new business, unless you offer essential products, keeping your existing customers engaged with your business can be your shield.

Here is how you can retain your customers from a distance:

Communication is…

Customers aren’t the bedrock of your business.

But “Happy Customers” are.

They stay longer with you and bring profitable opportunities.

Your marketing should focus majorly on delighting your customers. It attracts new customers who keep buying your products/services again, and most importantly they spread the word through referrals and social media.

Looking at these marketing statistics, the major expectation of customers from any business is getting a quicker…

Customers, the one and only boss for any business.

As an owner of a company you will have many responsibilities. But, interacting with customers is crucial. Simultaneously, it is difficult to handle complex situations which involve various roles, obstacles and different processes.

With the help of CRM technology, you can streamline your business operations and customer interaction. CRM software helps you organize your business operations as it stores and provides all necessary…

Today there is not a single industry which is untouched by technology. New things are coming in tech to bring ease to different industries like tech, automobiles, banking sector, etc.

Nowadays what acts like a bridge in ecommerce and tech is Portal.

A number of companies use portals in some way or another to bring ease to their users or clients. The type of portals you use changes on the basis of the business model of the company.

Here, in this article we will look at…

As any support staff member knows, customers raise support tickets for various queries. Many times, those queries are repetitive. This is where efficient ticket management comes into the picture. There are a number of ways to handle it. But the easiest way to handle it is to have a smart ticket management feature built into the customer portal.

Let’s explore the feature that is built into PowerApps’ Customer Self-Service portal.

Here’s how to manage 360° ticketing from the…

Not all third party portal solutions for Dynamics CRM are made the same. At the end of the day, their functionality and ease of use as well as features decide which one to use. CRMJetty’s Dynamics 365 WordPress Customer Portal has some particularly neat features. On top of that, it is simple to configure and use, for both the admin users and the end users. Let’s walk through the steps to…