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This article is for business owners who have brick and mortar shops. You have already taken a big step opening a physical shop in a time where the ecommerce environment is dominant. You understand the value of face-to-face interaction with your customers. This helps you maintain a much more personal relationship with them.
The place where you interact with your customers the most is your point-of-sale station.
You can choose the hardware that is most convenient for you. It can…
ContinueAdded by Maulik Shah on April 15, 2020 at 8:04am — No Comments
Formal education teaches many things. It is essential that those things provide quality value to our lives. The logistical side of formal education is messy, to say the least. Good teaching faculty is difficult to come by and therefore schools are often understaffed. Students are not always given much choice about certain classes or class hours. Apart from this, they have no intimation of their attendance level and this often impacts their graduation. The institutionalization of formal…
ContinueAdded by Maulik Shah on April 14, 2020 at 7:30am — No Comments
Not everything in a CRM is a part of a portal. The portal users need not get access to all of it. For this, you need to establish field level access control to manage the nuances of this access.
Let’s talk a look at how to do that with the Dynamics CRM Power Apps portal:
Dynamics CRM Power Apps portal does not provide an option for field level access control. It has to be managed by creating a new entity form and adding the fields that you want in CRM. Then the relationship…
ContinueAdded by Maulik Shah on April 13, 2020 at 8:07am — No Comments
As an enterprise organization, you have a number of people who have access to your CRM. But that doesn’t mean all of them have to have equal access. For this you need to use a portal with role based access.
With this, you can set entity access permission for different sets of user groups so that each group gets the entity that they need, without you having to share the data with everyone. If you are using Dynamics’ PowerApps portal, here are the step-by-step instructions to enable the…
ContinueAdded by Maulik Shah on April 10, 2020 at 7:41am — No Comments
The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered.
Thanks to digital transformation and advancements in cloud technology, you can…
ContinueAdded by Maulik Shah on April 8, 2020 at 10:05am — No Comments
Content is ever-evolving and here to stay.
We are surrounded by it and constantly consume it in some or the other form.
It is important for companies like you to understand their customers and provide important information about your products, services or the industry upfront.
Today customers want to have full knowledge of your products before they invest. Also, they want to find out answers on their own. They don’t want to interact with your customer support team…
ContinueAdded by Maulik Shah on March 30, 2020 at 8:49am — No Comments
Many companies have Twitter accounts. They use the platform to interact with customers, and sometimes solve their queries.
Customers, in turn use the platform to show their displeasure and to alert others when a company gives them subpar service. Take a look:
No company would like to read this on their Twitter handle.
Would you?
Of course not!
You can check the entire tweet thread and see how the customer is dissatisfied and feels cheated by a DTH…
ContinueAdded by Maulik Shah on March 27, 2020 at 7:24am — No Comments
According to a Walker study, customer experience will overtake product and price as the main brand differentiator by 2020. And the best way to go about providing a holistic customer experience is to pay attention to the overall customer journey. Maintaining consistency throughout their interaction with you and your different departments is paramount.
Sounds easy, right?
But, in practice, it can be one of the most overwhelming tasks you’ll undertake.
The main hurdle is…
ContinueAdded by Maulik Shah on March 25, 2020 at 7:46am — No Comments
Managing a database of suppliers can be a never-ending process because it includes a lot of data entries, follow-ups, and inaccuracies. And you would always want to manage it in a better way because its information is important as well.
But how about having a system that is automated with the data of all the suppliers with easy access to data whenever required?
Investing in a best supplier portal solution will provide you with privileges and will automate most of your manual…
ContinueAdded by Maulik Shah on March 24, 2020 at 9:15am — No Comments
Use of portals is increasing rapidly. There are many ways these portals are helping companies connect with their customers more efficiently and provide support around the clock.
There are many advantages of having a portal and companies are trying to make the most of it. There are various types of portals available in the market and you can use them according to your requirement.
Going one step ahead, I would like to discuss custom-made web portals.
Yes! You heard it…
ContinueAdded by Maulik Shah on March 21, 2020 at 4:59am — No Comments
Dynamics 365 have multiple types of portals. Each 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 types so that it can help you make a decision:
Customer Self-Service Portal
Employee Self-Service Portal
Community Portal
Partner Portal
Field Service and Project Service Automation Portal
Customer Self-Service…
ContinueAdded by Maulik Shah on March 18, 2020 at 7:00am — No Comments
In order for you to provide your customers with exceptional service, you will need to do things that are above and beyond the basics. You will need to provide certain things that make their interaction with you more efficient and frictionless. Let’s see the steps of how you can install and activate the customer portal with Microsoft Power Apps and Dynamics 365 WordPress Customer portal.
Power Apps by Microsoft provides a new portal option with Dynamics 365 CRM. If you want to activate…
ContinueAdded by Maulik Shah on March 13, 2020 at 5:33am — No Comments
In order for you to provide your customers with exceptional service, you will need to do things that are above and beyond the basics. You will need to provide certain things that make their interaction with you more efficient and frictionless. Let’s see the steps of how you can install and activate the customer portal with Microsoft Power Apps and Dynamics 365 WordPress Customer portal.
Power Apps by Microsoft provides a new portal option with Dynamics 365 CRM. If you want to activate…
ContinueAdded by Maulik Shah on March 13, 2020 at 5:32am — No Comments
Do you remember the days when ordering food was a newly introduced concept?
Yes? What came to your mind? Mobile applications?
Nope. That’s not it. Let’s backtrack to the beginning of the food ordering and delivery industry.
Phone calls.
Yes!
We used to order food over phone calls. Ask all the 90’s kids. They know the struggle. It was quite real. Where do you think the term Hangry came from!
Well, before mobile apps took over, we used to wait for good…
ContinueAdded by Maulik Shah on March 7, 2020 at 4:32am — No Comments
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