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Four months into a pandemic, it would be funny if I said what everyone has already said. Times are tough, hold on to your businesses, and hope for something better.

But we are not here to tell you that. We want to talk about how you can win and progress in the new normal world we have around us.

For a while there, we hunkered down and held on tight to the things we knew and the things we are great at. Once we accepted that this is a much more permanent change in the way we think about the world, we changed the way we thought.

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This is why after weeks of reflecting, strategizing and working on plans, we are happy to announce that CRMJetty is hosting a free webinar on Winning the New Normal with Portals! A webinar where we will be talking about how to innovate even in the face of pandemic and address some of the real-world challenges that you as a business owner might be facing or have faced in the recent days.

Sounds like something worth your time?

Here are some other details that you might be curious about.

Our Speakers

The webinar will be conducted by our Digital Marketing Manager, Parth Pandya, and Product Manager, Jay Jagani. With a combined experience of over 20 years, they have seen the industry landscapes change and been a part of the same.

When is it happening?

Date: 25th August 2020

Time: 7:30 IST/ 10 AM EDT

What you’ll learn:

- Addressing the current global crisis and challenges

- Traditional business model challenges

- Industries that need serious innovation [need of the hour]

- Customer retention and new revenue streams

- How portals can help

Along with an interactive Q/A session!

How to join?

Just click on this button and register yourself by entering your email address. As simple as that!

You won’t have to download any app or set a reminder, as our webinar platform can be accessed from anywhere and on any browser. For reminders, we’ll send you email notifications [not in annoying frequency, we promise]. And since you’ll be visiting our CrowdCast profile, maybe follow us?

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Bringing Together the Power of CRM and IoT

According to research carried out by Gartner, more than 25 billion devices will be connecting by 2020. And, here we are, already in 2020.


As per the Gartner's research, IoT forms a connection between people-to-people, people-to-things, and things-to-things.

Apart from that, it also changes the way we live and constantly transforms our surroundings. For example, it expands the internet connectivity beyond the basic devices like laptop, mobiles, etc. and even connects devices like thermostats, our watches, etc.

With such larger capabilities, it can make a win-win combination with CRM products. For example, Sugar CRM client portals help businesses serving their customers for better. Now, when you combine them and IoT together it can help you in serving your customers in a better way.

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Mixing Automation for Ease:

IoT changes the way we live, and Sugar CRM transforms the way enterprises operate. Imagine the wonders the combination of these two can create. For example, this synergy helping the environment of predictive and preventive functionalities to send alerts for future actions. Such a system will notify customers in advance before they come across any problem, provide a service or the solution to the issues they might face. Additionally, it will decode the buying pattern of the customer in real-time, helping the SugarCRM customer portal to include them in the right marketing campaign.

IoT decodes the buying pattern of customers in real-time by sharing data that help your staff members to use in the SugarCRM client portal or application to find the correct way of a marketing campaign.

The Possibilities

Yes! You can integrate the "Internet of Things" with the Sugar CRM client portal and its applications.

The following are the three vital components of IoT. They will be generating huge benefits for various organizations:

  1. Sensors
  2. Wireless Internet Connectivity
  3. Data Processing Capability

Recently, Gartner did a study on the drivers of CRM applications. According to that study, the most important attributes for CRM drivers are Mobile, Cloud, Big Data and Social Networking. Not only this but they even stated that the Internet of Things is said to be the fifth driver after these four.

Bringing Together the Power of CRM and IoT

Let's understand that with an example.

Suppose, there is a hearing aid company. It has become more advanced by introducing technology aspects. Now, it is trying to bring innovative features in their product lists.

Those features could be Long battery life, Bluetooth compatibility, noise reduction. Not only this, but it is also introducing products for controlling hearing aid devices through smartphones.

Here is how the synergy of IoT and CRM can work in the below scenarios:

  • A customer's hearing aid's instrument battery is malfunctioning and needs replacement in a few days. So, here IoT will help in notifying the status of the machine. This will even help the staff to inform customers about the issue actively and update them. Additionally, this will help customers to replace the battery and will make sure that they do not face issues while using the product.
  • Considering the second scenario, a customer's hearing aid is still under warranty and failing to work properly. Here, the IoT will make sure that your staff comes to know about it immediately. Your customer service representative can call the customer and they can even get the failed hearing aid replaced as it is under warranty.
  • Due to some reason, if a customer is not using the new features of the hearing aid, here IoT analytics will be helpful to you. The analytics will send alerts and your support team will reach out to your customers to ask them for training to make them aware of those new features and they can start using them.

Wrapping it up:

The IoT and CRM help you in the functioning of sales and marketing in multiple ways. The real-time data generated by IoT helps you to understand your customers in various ways.

It helps you in knowing the usage of products, purchase patterns of customers, understanding the opportunities for cross-selling or upselling, etc. These aspects help your sales team to understand and analyze the IoT generated data.

Additionally, it will help you reduce the cost of market research and your team can focus on potential users with this data. Not only this but after studying important aspects of these users, your staff can run a number of campaigns to turn them into customers.

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What is Salesforce Customer Portal?

Before we start with the Salesforce customer portal, let’s explore all the types of Salesforce portals, their differences, and their use case.

Types of Salesforce Portals

Salesforce offers three types of portals that have different use cases:

- Partner Portal

- Self-service Portal

- Customer Portal

It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal.

Let’s look at the difference between them.

Difference between Customer and Partner Portal

The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data.

Compared to this, a customer portal works as a platform for your customers to approach your business, and get support on their own from the portal.

In this blog, we are going to explore multiple aspects of the Salesforce customer portal.

What is Salesforce Customer Portal?

Customer Portal is a unified platform that provides self-service support, a user interface and online support channels for customers.

How to Enable Salesforce Customer Portal?

You can follow the steps given below to enable the Salesforce Customer Portal.

1) From Setup, enter Customer Portal Settings in the Quick Find box. Then selectCustomer Portal Settings or In Build, click customize, select customer portal, then click on Customer Portal Settings.

2) Click Edit.

Enable Salesforce customer portal

3) Select Enable Customer Portal.

4) Click Save.

save the changes

5) This is the view of Customer Portal after enabling the same. From there, you can create a new portal by clicking on ‘New’ or edit an existing portal.

create new portal

6) You can change portal fonts, color with the option Change Portal Fonts and Colors button, and use the Edit button to change the header, footer, etc. Click on Edit and change it.

change portal fonts

Note: This feature available only in Salesforce Classic.

How to Enable Customer Portal for Contacts

1) From a contact detail page, click Manage External User, and then select Enable Customer User.

Enable customer portal

2) Verify the general information and locale settings, and enter any missing information. The customer’s Username defaults to the customer’s email.

3) Select a portal user license. The user license that you choose determines the permission sets, user profile type, and role hierarchy options which you can select for the user. See Customer Portal User Licenses.

see customer portal license

4) Click on save to save the settings it.

5) Go back to the Contact Detail page and click Manage External User and select login to Portal as User.

Login to portal as user

After performing all the steps, this is how the Salesforce Customer Portal will look like.

salesforce customer portal

Salesforce Customer Portal Features

- User interface

- Salesforce CRM content

- Custom objects and Tabs

- Multiple User profile and Record types

- Account Role hierarchy and sharing

- Branding and style configuration

1) User interface

In the salesforce customer portal, there are user interface features like search, quick solution identification, creating cases, reports, etc.

2) Salesforce CRM content

Through this Salesforce CRM content feature, your customers can access any product document and you can share relevant content with customers as well. It also has features like sharing, subscription and commenting.

3) Custom objects and tabs

You can create custom objects and tabs in the customer portal and share the same with your customers. These objects and tabs help you implement your business logic throughout the portal.

4) Multiple user profiles & record types

A feature to create multiple user-profiles and record types to help you provide some customized experience to your customers.

5) Account role hierarchy and sharing

You can use three-level role hierarchy and sharing with your customers.

6) Branding and style configuration

Customizations in the home page, header, footer, colors, and fonts enables you to match the portal with your brand, therefore creating a synergy.

Limitations of Salesforce Customer Portal:

The Salesforce customer portal is expensive if you put it at $1 per user, per month. It increases your customer retention cost.

Apart from cost, there is also a certain limitation when it comes to the number of accounts. You cannot have over a certain number of accounts, depending on the Salesforce edition you use.

But there are third-party solutions that you can use that to allow you to scale your customer base at a much more reasonable price point.

About CRMJetty:

CRMJetty is a hub of innovative customer relationship solutions. You can connect, collaborate, and engage with your customers smartly using our ready to integrate portal solutions for SuiteCRM, Sugar CRM, Salesforce, and Dynamics CRM.

Gear up your business with our portals to drive new customer relationship intelligence!


This Blog is Originally posted here; https://www.crmjetty.com/blog/salesforce-customer-portal/ 

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Remember when you were a kid and tried to learn how to ride a bicycle? And then there was no stopping you. How you didn’t want any support from your parents and wanted to do it by yourself?

Why?

Because riding it, on your own, brings a sense of independence, determination and an achievement that you can do something on your own.

That’s the exact same thing your customers wish. Most of the tech-savvy people in this “I can Google it” era want to do everything by themselves. Even the product/service support that you want to provide. They want to learn and explore your business products or services on their own.

That’s one of the reasons why client portal platforms are popular among most B2B as well as B2C organizations. According to a research, customers wish for brands and organizations to have an online customer support portal.

Why?

As mentioned above, your customers prefer to solve issues related to your product on their own first.

And that’s not the only reason why having a client portal platform is a necessity for every organization. There are many other reasons.

But, before looking at the necessity of having a client portal, let’s discuss what is it:

Client portals are the first step of communication for your customers. It works as a gateway for your customers to track their orders, chat with your support team, check order history, make payments, access important files, etc. It works as a central hub or central storage system to access resources or gain information about their dealings with your organization.

Now let’s look at why having a client portal platform in this DIY era is a necessity.

  • Happy Customer Base

In a portal, you can create and share the knowledge base of your products with your customers. Which helps them to find and solve their issues on their own. Most importantly, if they are not able to solve, they can chat with your support staff right from the portal or can add their query as a case too.

Portals help to reduce your ticket generation which, in turn, allows your employees to productively utilize that time in researching or learning something new. Hence, having a customer portal results in saving time and resources and creating a happier customer base.

  • Security

Portals use the latest security measures such as SSL encryption, firewall, etc. to make sure that there are no cases of the data breach. These encryption measures make sure that your organization’s and customers’ data stay protected. Additionally, it provides you with the functionality to provide only necessary access of the data to your customers.

Yes! you heard it right, these centralized portals give you the privilege to decide who can access what data of your company as well as of your customers.

  • Build Community

Using these portals, it becomes easy for your customers to not only reach out to you any time, but they can also interact and share their knowledge of the product with each other. Portals work as a platform for your customers to interact with each other and share their insights and knowledge. This helps you to build up a community and even helps your company in increasing your customer base.

  • Enhance Customer Relationship Management

Building a community, answering your customer queries immediately, securing data of your customers, all these unique features of portals will help you to enhance your relationship with the customers. It is very obvious that when you attend their needs on time, they are likely to stick by your side.

Another good thing about the client portal platform is that they can easily integrate with your CRM platform. Which means whenever a customer raises a new query, your employees get notifications which allows them to solve their query as soon as possible.

  • Improved Communication

Your organization will be uploading almost all the important resources about your products in the portal which helps your customer to easily find the solution of their issues. Because of this, there will be less redundant and repetitive questions from customers which will help your employees to manage time and communicate more skillfully.

  • Centralized Information

Your customers expect to reach out to you if they face any issue in your products. For that, you might be redirecting them directly to your website’s knowledge section or contact us page. But, as your company grows, you might not be able to help each and every one of your customers, quickly. You might not be able to provide proper attention to them.

And unhappy customers will definitely leave. This is when having a unified information platform for storing and sharing important information is a necessity. For which, portals are the best fit.

Wrap up:

In this ‘I can Google it’ era, it is necessary to have a good relationship with your customers and provide them with what they ask. And how they ask for it.

You can go in the market and search for a client portal platform or you can also opt for a customized portal. For a customized solution, it is necessary to keep your vision user-centric to get the best results.

About us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for a portal development company, we are here to help you in building the right customized portals. Something that your customers will love. We work with multiple CRM and CMS platforms. Be it a WordPress customer portal, WordPress CRM portal or with any other CRM or CMS platform like Dynamics, Salesforce, etc. We are serving in this industry for a decade now. Get in touch with us to create customized portals and we’ll help you kickstart your journey towards growing with portals.

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The first thing which comes to our mind when we hear the words Customer Relationship Management (CRM) is “Salesforce”.

Right?

It’s the company that made businesses realize the importance of using a CRM platform. Not only this, but many businesses claim their CRM platform to be the best. 

Spotify, American Express, Canon, Toyota, and many other big brands use Salesforce CRM. These companies with data-heavy operations reflect why it is popular among thousands of businesses.

Similarly, when you hear the words Content Management System (CMS), what comes to your mind?

“WordPress”. 

Correct?

It’s just five years junior to Salesforce, but has made a strong reputation in the market for itself. Any person who wants to start blogging usually prefer WordPress because of its simple hosting and easy to use interface.

Just imagine the combined power of these two highly functional products. Salesforce to manage the data of your customers and WordPress for the content of your website. Both have a unique set of features. But the major complexity arrives when you have to integrate these products. It is essential to make this integration seamless to get the best of them.

With this integration, lead generation and nurturing become effortless. Capturing leads from your website and directly collecting the information in your CRM leads to more organized data and lesser human errors.

Going further if you wish to give your customers a more personalized browsing experience and boost engagement then you need to include plugins like Salesforce customer portal for WordPress or any apps or customized integrations. It depends on your requirements.

Let’s see the ways you can integrate these powerhouses.

  • Integrating with Other Applications

Businesses prefer using third-party apps when integrating Salesforce CRM and WordPress. Using these third-party applications, you can implement additional functionalities. Let’s say, you are running an email campaign and you wish to link your email with Salesforce, then you can use the famous email marketing software named MailChimp. A third-party app. You can easily add sign up forms for your websites, get details of subscribers and even send the broadcast emails. 

MailChimp comes you with an option to integrate with Salesforce easily, which allows you to even import your Salesforce contacts with your lists and easily access it from anywhere. Most of the third-party applications are easy to integrate and get the work done. Yes, you might need to invest in these apps but they are cost effective and user-friendly.

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  • Customized Integration

There would be times when you would come across complex requirements. This is when custom-built integrations or customizations come to your rescue. Using these integrations, the sky would be your limit. One such customization is adding a WordPress customer portal to your CRM. This enables your customers to update their details and manage all the other aspects of interacting with your business. 

But developing these solutions you might need to have an expert by your side to help you. Even though availing these services can be expensive but you won't have to spend on licensing costs. You’ll have control over style, interface, and experience that you will provide with these customizations.

Pro-tip: While integrating Salesforce and WordPress, it is very obvious that the number of leads will increase and their quality will get better too. Your choice of plug-in depends on the budget and features you require. Being a first-time user, it is better to go for a third-party plug-in which already has features rather than investing huge chunks in developing one. This will also help you understand whether or not you can work with it. If you think this is not flexible for you, then you can go for a customized plugin according to your requirements.

Wrapping it up:

Using Salesforce WordPress integration is one of the great decisions as it helps you in growing your business and generating quality leads. Not only this, but it also helps you in keeping the customer data organized.

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Season’s Greetings: Give your Customer the Holiday Service you Want!

As the clock inched closer to midnight, the staff got ready to open the doors to their store for the beginning of the holiday season. It was the fourth week of November, and every year on the Sunday that kicks this week off, they start their sale. The latest and greatest consumer gadgets of the year like drones, computers, and phones have finally come out and the older ones are ready to be off the shelves.

The staff prepares for these events rigorously; taking care of various elements like inventory, security, billing process etc. Holiday season sales can be chaotic but they bring in a huge amount of revenue.

This of course was a story of your usual consumer gadget store in the town. So, what is the story of a similar store if it were to be online? When it comes to web stores, the process is almost similar. Webstore owners and staff have to prepare for the same holiday season. They have to take similar measures to ensure that they take care of their customers and meet their demands.

Let’s talk about the preparation that online stores have to do this holiday season and how certain measures can help them:

Product quality:

The most important thing to do is make sure that your products maintain quality. Since the demand is high, you cannot use that as an excuse to rush production, whether you produce your goods inhouse or have a supplier.

Before you begin fresh production for the holiday season, make sure to analyse your previous sales data and produce accordingly. It is beneficial if you produce enough to meet the requirement, and have a little to spare, without overshooting the production.

Website technicalities:

Just as stores have an increased foot traffic, people will flock to your webstore. With the increase in the number of people coming to your store, you have to prepare for it. Make sure to update it with the discounts that you are offering and update the pricing structure of everything accordingly.

If you are giving coupons that customers can apply at checkout, then make sure to update the site to reflect that as well the valid coupon code that are available.

Make sure that your site can handle the traffic. If it crashes, you will lose out on customers.

To add a certain festive mood to your webstore, you can add a holiday centric banner on your home screen, or change the page load animation to match the festivities, etc. This adds a nice touch to the overall website and is quite similar to decorating a physical store.

Security:

With such a huge number of customers coming to your website, it is of utmost importance that you make sure your site is secure. Vulnerabilities leads to stealing or tampering with your data. Similarly, your customers’ data can also fall prey to hacking if you don’t take appropriate measures to secure your website. If your customers don’t trust you, they are less likely to shop from your store.

Depending on what your business is about, you will have sensitive customer data that should be private. Moreover, the addresses of millions of people can certainly not fall into the wrong hands.

Customer management:

Customer management is one of the most challenging aspects to handle during the holiday season. Your staff is easily outnumbered by the number of customers you have. Customers usually have a lot of questions regarding the discounts you are giving as well as the products themselves. They will flood your inbox with questions about discounts or requests to change their shipping address after placing order.

However, there are neat solutions for such a problem. You can use a customer portal. This portal acts as a gateway between your CRM and the customer. They can manage their contact details as well as their address changes if they want to make any. Additionally, they can use this portal to request an exchange or return on their products.

With this tool, your support staff need not feel quite as outnumbered because the customers can be more or less self-sufficient.

Shipping management:

Shipping is intricately tied in with customer management. If not done right, customers tend to not return to your store. With so many packages to send, the amount of packing materials you use will also increase. You can be mindful about using the right size of packing to cut down on waste and can even have a recycling option where customers can return the packaging to you.

When it comes to the holiday season, the more you prepare, the better it is. Get your customers the best service you can offer, on top of the best quality of products you can offer. A customer may come for the product but generally tends to stay for the service that comes with it. And holidays are stressful times anyway; if something were to make it easier on them, they are sure to appreciate it.

A little something extra:

We understand that the holidays are a particularly tiring time for those of us who work in support. Customers reach out in distress because they need 5 more pairs of headphones but your website shows they are out of stock.

Train your staff to reply to them calmly and make sure that as soon as something goes out of stock, it is off the website until restocked. Apart from that, also tell them to keep updating the knowledge base of your website to show user manuals for each product. While gadgets make for great gifts, they are also quite expensive to break in the same hour as you receive them. And customers will come looking for ways to set up a camera. If you have a simple manual for the same, they will come buy a second from you!

About us:

We are in the business of helping you with your customers. If you are looking for a customer portal to give the best of you this holiday season, look no further than our sugarcrm customer portal and feel free to contact us if you have any queries. Happy holidays!

Source :- https://www.crmjetty.com/blog/seasons-greetings-customer-service-holiday/

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4 Unique Ways to Tackle Customer Service Challenges

All of us are customers to some business or the other. All of us need products and services ranging from the scale of a soap to TV channel subscription, internet connectivity, gadgets of varying kinds, etc. When you, as an entrepreneur, face bad service, you must have said how your company would never make such a mistake.

However, as a business owner, you need to learn from these incidents that customer service is multi-layered.
Whether your industry is consumer gadget, automobile, medical, or anything in between, you have to deal with customers beyond the initial selling of the products.

And customers have questions; sometimes brand new ones, most times repetitive. These questions come up in post-sales services, during maintenance services or out of the blue. In order to retain a customer and bring them back after the first sale, or even to finish the initial sale, you need to answer all their doubts and questions.

And not just these questions, there million other difficulties in customer service that a company faces. So, in this blog, we are going to talk about these challenges and how to tackle them.

Customer Service Challenges 2019:

Dissatisfaction

Dissatisfaction comes easy to certain customers. As a company, it is difficult for you to think about all types of customers and design your products or services around each and every them. Therefore, you will have a few customers who don’t like anything that you have to offer or who will criticize all that you try to offer them.

Having No Solution

Sometimes they ask questions that are completely new. If you have not thought of these, then it is easier for your support team to give up and tell them that they don’t have any answer. This is not the right way to handle such a situation though. Also, sometimes the support teams are not equipped or educated enough about the product/services to handle any new questions.

This issue is even bigger when it comes to providing technical support. If you have a complex product, then there might be many technical support challenges faced by your support team.

Repetitive Questions
Customers also ask the same questions over and over again. They forget what you said, or the sheer number of customers is so huge that, the common questions come from everyone. This is obviously very cumbersome for your support staff.

Sometimes they don’t maintain their product, like a car or a phone and come down hard on the company when it stops functioning well.

How to Tackle These Challenges?

1) Listening - adding that human touch
One of the easier things to do in such situations is to always listen to your customers. When they feel heard, they will trust you and are more likely to let you help them at a comfortable pace.

When customers ask unique questions, they are not acting against you; therefore, you have to give them a better answer than ‘I don’t know’. You can understand their query, try to find an answer for them and then help them with the solution. It is very frustrating for them to see that the company that owns the product does not have a solution to their problems. But as long as you are handling it with patience, you’ll be just fine.

2) Understanding your customer is the key
No matter what medium you communicate through, it is important that both you and your customers understand each other. You can build this understanding by hiring locally, or regionally, and people who speak more than one language. This builds their trust in your company and brand.

3) Self-service portals
You can also give customers some autonomy when it comes to basic queries and tasks. Depending on your CRM, and you can deploy a client portal from where your customers can get a certain level of support. Such a solution allows them to manage the changes in their address or contact details, as well as gives them some freedom to request a return or exchange on products, etc.

You can add a knowledge base with answers to all the repeated questions and queries that your customers have. This was your customers can access it when they need to. This will create less friction between them and your support staff.

Use such technology to get ahead in your customer service. Remind them about product maintenance, send them discount coupons or give them referral points.

At the end of the day, customer service is about the human touch. Last week my family and I went to a restaurant for dinner to celebrate my sister’s birthday. There was too much cake for the four of us, so we shared some of it with our fellow diners and with the staff. The staff was pleased so they gave us some of their special dessert as a gift! It was such a pleasant delight!

As customers who go to restaurants, we generally get quite irritated when there is a birthday celebration as it tends to get loud. The staff has to work in the middle of that! You’d think they would get annoyed. But this restaurant knew how to serve their customers in just the right way! I am here talking about them after a week, such is their impression on my mind!

Good customer service is not simply following guidelines defined by the industry. It goes above and beyond that. Both you and your customers are humans, and the more you remember that, the easier it will be to create a lasting impression as a company.

4) Educate/train your support staff

The support staff tends to get the worst of an unsatisfied customer. The changes you make in your company’s way of dealing with customers, not only helps the customers, but your staff will also appreciate you.
You can take plenty of the above-mentioned measures; have a multilingual staff, use a self-service portal for certain interactions, have a neat ticketing system to solve small issues without your support staff interacting at all, etc.

Train your staff in soft skills. Tell them that it’s okay to not know the answer to questions immediately as long as they are nice to the customer. Give them the freedom to be a person serving another person, rather than just following rules.

Happy customers and happier employees make for a company that can succeed.

About us:

CRMJetty is a portal solutions company. We are in the business of contributing to making your customers and employees happy. We have client portals for small and medium businesses as well as enterprise solutions like Salesforce Client portal or Dynamics WordPress Customer Portal. Contact us here for any information you need, and we will take care of you and help you take care of your customers.

Source :- https://www.crmjetty.com/blog/unique-ways-tackle-customer-service-challenges/

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A loyal customer base is one of the most important aspects of a successful company. And it is necessary to build a relationship with them and understand their needs.

For any organization, managing customers' data is crucial. To handle such data and build relationships with customers, a powerful CRM is all you need.

Today, it's difficult to choose the right option for you as there are plenty of options available.

Microsoft Dynamics 365 is one of the most used enterprise-level CRM. Many organizations are choosing Dynamics 365 because of its feature-rich functionality.

Microsoft launched it at the end of 2016. It has new and enhanced tools to help increase your sales, better your marketing efforts and simplify the customer service process.

With Dynamics 365, your employees become more productive as well. It provides deeper insights into performance, customer relationships and opportunities. Additionally, it is easy to integrate with your company's business structure.

Overall, it's a powerful solution to manage all your business aspects.

There are many reasons to use Microsoft 365 but let's look at some of the features which make it stand out of the crowd. An insight into why it is the first choice of many business owners:

Sales

This helps you and your sales team to manage the sales workflows and drive in more sales. With its process-driven module, you can simplify your lead qualification and conversion process. Also, it helps to understand your customers on a deeper level.

Marketing

It offers you the ability to manage leads, contacts, and campaigns. The best part is that it includes customers, prospect segmentation, and planning of marketing campaigns with a proper workflow. It helps in providing analytics, reporting and easy collaboration between marketing and sales.

Customer Service

You can easily manage your service phase of the customer lifecycle using this CRM. It's a powerful system that unifies the whole experience of your customers. The best part is that it has streamlined customer service process that helps you to deliver strong and efficient customer care.

Field Service

This module is for companies having field service technicians. It offers features like project management, scheduling, routing, work orders, contract management, inventory, and return capabilities. Moreover, CRM mobile application makes it easy for technicians to access these features on the go. So, if your company has field technicians then this is a must have feature for you. As it provides ease to you as well as your technicians.

Project Service

This module is for project-based businesses. It has tools like project planning, resource scheduling, time and expense management, and service analytics. Using this tool, you can know project-wise performance in brief. To get the best of this module, you can easily integrate it with Microsoft Project.

Now let's look at some of the most unique selling points of Microsoft Dynamics CRM which sets it apart from other CRM platforms:

Integration

This CRM easily integrates with the other Microsoft products like Office 365 and Dynamics 365 apps. It helps you to increase productivity and performance.

The integration with Outlook will help you to view existing customer information, sales activities, opportunity information, track outlook emails in your outlook screen, etc. You can easily perform CRM tasks such as adding new leads, tasks, appointments or calls in your customer record.

It becomes easy to share customer data from Dynamics 365 to Microsoft Excel Sheet or Word. You can export data from Dynamics 365 to Power BI for analyzing and decision making.

Power Apps

This tool gives you the opportunity to build custom applications without the need of technical expertise or code. Its integration with all Microsoft products including Office 365 makes it easy to leverage data and deploy it.

LinkedIn Sales Navigator Application Platform (SNAP)

In 2016, Microsoft purchased LinkedIn. This makes integration of Dynamics 365 and LinkedIn seamless. This helps you to search the LinkedIn network for leads and save them directly as CRM records. It also recommends you with leads based on your searches and makes it easy to view profiles while searching for capable candidates.

Portals

Portals, especially customer portals, are an essential part if you are growing your business. They help you to provide better customer service by being available 24/7 for your customers. Microsoft provides a variety of Dynamics CRM portals to complement that functionality.

There are many companies that develop customized portals that you can integrate with your Dynamics CRM.

Any good Dynamics 365 customer portal will have features like knowledge base, chat support to resolve queries, etc. and would be fully scalable as well. And if you are using WordPress as your CMS, then there is a Dynamics CRM WordPress customer portal available in the market.

Conclusion:

Did these benefits encourage you to try out Dynamics 365 and its powerful tools? Use it with other tools like Dynamics 365 portals, integrations, etc. to grow your business and customer base.

Mr. Maulik Shah is the founder & CEO of CRMJetty, the hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including Salesforce Customer Portal and Dynamics 365 Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology.

Source :- https://www.sooperarticles.com/technology-articles/software-articles/5-features-why-dynamics-crm-365-perfect-any-enterprise-1750699.html

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A loyal customer base is one of the most important aspects of a successful company. And it is necessary to build a relationship with them and understand their needs.

For any organization, managing customers' data is crucial. To handle such data and build relationships with customers, a powerful CRM is all you need.

Today, it's difficult to choose the right option for you as there are plenty of options available.

Microsoft Dynamics 365 is one of the most used enterprise-level CRM. Many organizations are choosing Dynamics 365 because of its feature-rich functionality.

Microsoft launched it at the end of 2016. It has new and enhanced tools to help increase your sales, better your marketing efforts and simplify the customer service process.

With Dynamics 365, your employees become more productive as well. It provides deeper insights into performance, customer relationships and opportunities. Additionally, it is easy to integrate with your company's business structure.

Overall, it's a powerful solution to manage all your business aspects.

There are many reasons to use Microsoft 365 but let's look at some of the features which make it stand out of the crowd. An insight into why it is the first choice of many business owners:

Sales

This helps you and your sales team to manage the sales workflows and drive in more sales. With its process-driven module, you can simplify your lead qualification and conversion process. Also, it helps to understand your customers on a deeper level.

Marketing

It offers you the ability to manage leads, contacts, and campaigns. The best part is that it includes customers, prospect segmentation, and planning of marketing campaigns with a proper workflow. It helps in providing analytics, reporting and easy collaboration between marketing and sales.

Customer Service

You can easily manage your service phase of the customer lifecycle using this CRM. It's a powerful system that unifies the whole experience of your customers. The best part is that it has streamlined customer service process that helps you to deliver strong and efficient customer care.

Field Service

This module is for companies having field service technicians. It offers features like project management, scheduling, routing, work orders, contract management, inventory, and return capabilities. Moreover, CRM mobile application makes it easy for technicians to access these features on the go. So, if your company has field technicians then this is a must have feature for you. As it provides ease to you as well as your technicians.

Project Service

This module is for project-based businesses. It has tools like project planning, resource scheduling, time and expense management, and service analytics. Using this tool, you can know project-wise performance in brief. To get the best of this module, you can easily integrate it with Microsoft Project.

Now let's look at some of the most unique selling points of Microsoft Dynamics CRM which sets it apart from other CRM platforms:

Integration

This CRM easily integrates with the other Microsoft products like Office 365 and Dynamics 365 apps. It helps you to increase productivity and performance.

The integration with Outlook will help you to view existing customer information, sales activities, opportunity information, track outlook emails in your outlook screen, etc. You can easily perform CRM tasks such as adding new leads, tasks, appointments or calls in your customer record.

It becomes easy to share customer data from Dynamics 365 to Microsoft Excel Sheet or Word. You can export data from Dynamics 365 to Power BI for analyzing and decision making.

Power Apps

This tool gives you the opportunity to build custom applications without the need of technical expertise or code. Its integration with all Microsoft products including Office 365 makes it easy to leverage data and deploy it.

LinkedIn Sales Navigator Application Platform (SNAP)

In 2016, Microsoft purchased LinkedIn. This makes integration of Dynamics 365 and LinkedIn seamless. This helps you to search the LinkedIn network for leads and save them directly as CRM records. It also recommends you with leads based on your searches and makes it easy to view profiles while searching for capable candidates.

Portals

Portals, especially customer portals, are an essential part if you are growing your business. They help you to provide better customer service by being available 24/7 for your customers. Microsoft provides a variety of Dynamics CRM portals to complement that functionality.

There are many companies that develop customized portals that you can integrate with your Dynamics CRM.

Any good Dynamics 365 customer portal will have features like knowledge base, chat support to resolve queries, etc. and would be fully scalable as well. And if you are using WordPress as your CMS, then there is a Dynamics CRM WordPress customer portal available in the market.

Conclusion:

Did these benefits encourage you to try out Dynamics 365 and its powerful tools? Use it with other tools like Dynamics 365 portals, integrations, etc. to grow your business and customer base.

Mr. Maulik Shah is the founder & CEO of CRMJetty, the hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including Salesforce Customer Portal and Dynamics 365 Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology.

Source :- https://www.sooperarticles.com/technology-articles/software-articles/5-features-why-dynamics-crm-365-perfect-any-enterprise-1750699.html

Read more…

A loyal customer base is one of the most important aspects of a successful company. And it is necessary to build a relationship with them and understand their needs.

For any organization, managing customers' data is crucial. To handle such data and build relationships with customers, a powerful CRM is all you need.

Today, it's difficult to choose the right option for you as there are plenty of options available.

Microsoft Dynamics 365 is one of the most used enterprise-level CRM. Many organizations are choosing Dynamics 365 because of its feature-rich functionality.

Microsoft launched it at the end of 2016. It has new and enhanced tools to help increase your sales, better your marketing efforts and simplify the customer service process.

With Dynamics 365, your employees become more productive as well. It provides deeper insights into performance, customer relationships and opportunities. Additionally, it is easy to integrate with your company's business structure.

Overall, it's a powerful solution to manage all your business aspects.

There are many reasons to use Microsoft 365 but let's look at some of the features which make it stand out of the crowd. An insight into why it is the first choice of many business owners:

Sales

This helps you and your sales team to manage the sales workflows and drive in more sales. With its process-driven module, you can simplify your lead qualification and conversion process. Also, it helps to understand your customers on a deeper level.

Marketing

It offers you the ability to manage leads, contacts, and campaigns. The best part is that it includes customers, prospect segmentation, and planning of marketing campaigns with a proper workflow. It helps in providing analytics, reporting and easy collaboration between marketing and sales.

Customer Service

You can easily manage your service phase of the customer lifecycle using this CRM. It's a powerful system that unifies the whole experience of your customers. The best part is that it has streamlined customer service process that helps you to deliver strong and efficient customer care.

Field Service

This module is for companies having field service technicians. It offers features like project management, scheduling, routing, work orders, contract management, inventory, and return capabilities. Moreover, CRM mobile application makes it easy for technicians to access these features on the go. So, if your company has field technicians then this is a must have feature for you. As it provides ease to you as well as your technicians.

Project Service

This module is for project-based businesses. It has tools like project planning, resource scheduling, time and expense management, and service analytics. Using this tool, you can know project-wise performance in brief. To get the best of this module, you can easily integrate it with Microsoft Project.

Now let's look at some of the most unique selling points of Microsoft Dynamics CRM which sets it apart from other CRM platforms:

Integration

This CRM easily integrates with the other Microsoft products like Office 365 and Dynamics 365 apps. It helps you to increase productivity and performance.

The integration with Outlook will help you to view existing customer information, sales activities, opportunity information, track outlook emails in your outlook screen, etc. You can easily perform CRM tasks such as adding new leads, tasks, appointments or calls in your customer record.

It becomes easy to share customer data from Dynamics 365 to Microsoft Excel Sheet or Word. You can export data from Dynamics 365 to Power BI for analyzing and decision making.

Power Apps

This tool gives you the opportunity to build custom applications without the need of technical expertise or code. Its integration with all Microsoft products including Office 365 makes it easy to leverage data and deploy it.

LinkedIn Sales Navigator Application Platform (SNAP)

In 2016, Microsoft purchased LinkedIn. This makes integration of Dynamics 365 and LinkedIn seamless. This helps you to search the LinkedIn network for leads and save them directly as CRM records. It also recommends you with leads based on your searches and makes it easy to view profiles while searching for capable candidates.

Portals

Portals, especially customer portals, are an essential part if you are growing your business. They help you to provide better customer service by being available 24/7 for your customers. Microsoft provides a variety of Dynamics CRM portals to complement that functionality.

There are many companies that develop customized portals that you can integrate with your Dynamics CRM.

Any good Dynamics 365 customer portal will have features like knowledge base, chat support to resolve queries, etc. and would be fully scalable as well. And if you are using WordPress as your CMS, then there is a Dynamics CRM WordPress customer portal available in the market.

Conclusion:

Did these benefits encourage you to try out Dynamics 365 and its powerful tools? Use it with other tools like Dynamics 365 portals, integrations, etc. to grow your business and customer base.

Mr. Maulik Shah is the founder & CEO of CRMJetty, the hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including Salesforce Customer Portal and Dynamics 365 Customer Portal. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology.

Source :- https://www.sooperarticles.com/technology-articles/software-articles/5-features-why-dynamics-crm-365-perfect-any-enterprise-1750699.html

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Today using self-service portals is a basic need for any company. Here the size of the company and customer base hardly matters as they are need of the hour.

Confused and thinking why do companies need self-service/client portals?

Companies can use such portals to enhance their brand image and provide impeccable customer service. Portals provide instant access to data, personalized dashboards and save time and resources of any organization.

Self-service portals are the first line of support for customers. It empowers them to resolve their issues, request access, etc. on their own. Without having to wait for a reply from customer support.

These portals are one of the best ways to reach out to new customers and to boost and improve existing customer relationships.

Let's dive deep into the benefits of using these self-service portals:

1) Reduces Customer Service Cost

We call them self-service portals for a reason. Your customers can resolve issues on their own from your knowledge base or by reaching out to you through chat support. This decreases customer support tickets, post-sale service costs, and overall support costs.

2) Improves Employee Productivity

Using such a portal decreases ticket generations. This helps the employees to work more productively and resolve other important issues of customers efficiently.

3) Customers Learn New Skills

Portals help to expand the knowledge and skills of your customers by providing them with the tools for solving issues. Client portals provide detailed information about your products and frequently asked questions.

It provides how-to videos, step-by-step guides with images, diagrams, and screenshots. These portals also include tips, hints, descriptions or tricks to use your product effectively and understand them better.

4) Boosts Site Traffic

The customized knowledgebase can redirect traffic from self-service portals to website which results in increased traffic. This also builds trust among customers and shows your industry expertise.

You can open the self-service portal to other voices like writers, bloggers, and clients where they can share information through forums or Q/A functionality. Their articles can contain the solutions to product's problems. This helps your company to increase visibility as such content will attract users looking for similar solutions.

Your self-service portals need to be reliable, responsive and have a good UI/UX so that your customers can access important information easily from one place.

Having high-visibility portals that address customers directly will fetch quality traffic. You can ask third-party customer service experts to contribute to your knowledge base by sharing blog posts or speaking on your forums.

5) Personalize the User Experience

A self-service portal saves time and enables your clients to easily find the necessary information by understanding past problems.

Personalization is the most powerful tool. When your customer login, the portal can address them with their names on their dashboards. These customer portals keep track of the customers' purchase history and display only relevant topics.

But why personalization, right?

Well, personalization helps you to tell your clients you value them. It also ensures that your company learns about the problems they experience and makes sure you take necessary steps to resolve these issues.

6) Increases Positive Customer Recommendation

You need to create a knowledge base that is consistent, simple to understand, capable of utilizing different mediums. You also need to make sure that the data the real-time updation of data and the experience is user-friendly. Research shows that 39% of millennials check the company's FAQ to resolve their issues.

This ratio shows that today users prefer to find the answers on their own. Hence, having a good knowledge base along with an appealing user interface and features like live chat and email is necessary.

7) Enhances Social Media Engagement

Today there are many portals that provide dedicated social media feed to deal with customer queries. Your employees are also a part of this self-service process and they take turns while communicating with your customers and offering solutions to their queries regarding their products or business.

It is necessary for you to provide guidance to your employees which helps them to respond professionally to your users with optimum solutions. Your employees can direct customers with the correct information when customers ask. This helps you improve customer satisfaction and allows your business to get a better understanding of which issues are urgent.

Portals that use social media feed as a knowledge base to distribute the relevant information of products help enhance the user experience.

All these activities help you better your brand voice and build a strong relationship with your clients and get new customers at the same time.

There are various types of portals available today in the market. The purpose of these portals is to provide better user experience and necessary information on products to the end-users. When you integrate your CRM with the customer portal that's when you make the most of it. You can go for the Salesforce client portal or any other CRM that you might be using.

The Salesforce self-service portal has all the above-mentioned features which set it apart.

Source: https://www.sooperarticles.com/business-articles/how-build-better-customer-relationships-self-service-portals-1750558.html

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Website owners use self-service portals widely. With them, you can provide better support services to your customers. It is a critical part for any company as customers might need it anytime when using your services/products. And with portals it becomes easier than ever to assist them on-time.


Let's see how self-service portals can make your customers' life much easier:


Thanks to technology, most of our operations are dependent on technology. Whether it is shopping, whether it is for clothes, furniture, medicines, food, or electronics, customers prefer online stores over going to an actual shop. This has made it all the more necessary to provide the support they need.


For instance, if you are a store owner of any fashion brand, your website has all the information about clothing items, discounts, new trends, available sizes, etc. And this store is global. Hence it might be difficult to provide support across time zones. You have to hire support staff that can work according to all time zones. This can end up being expensive. A portal, on the other hand can be accessible 24/7 365 days without much effort from the support staff.


Your self-service portal helps you to keep up with your customers' needs. They also help you provide them the support they require for any product. Additionally, it provides a knowledge base where you can share information they actually need.


Such type of features help you to serve your customers better, leading to better customer satisfaction and retention:


Secure Sign in:


Security is essential when it comes to your customers' data. Therefore, a twostep verification process limits hackers from getting access to accounts. If you use CMS based portals, they should not store any information.


Personalized Dashboard:


Users can get personalized dashboard and can know about their order summary, track orders, see their wish lists, etc.


Knowledge Bank:


This feature helps you to publish articles and FAQs. FAQs can mention the details of your product, which will help your customer understand your product in a better way. The purpose of this feature is to provide your customers with knowledge and clear their doubts regarding your product. While developing this feature you also need to make sure that your users can easily navigate your website and get exactly what they're looking for.


Communication management:


With such a portal, your support staff doesn't have to spend all of their time on calls and answering emails repeatedly. Knowledge base and the ticketing system of a portal can easily help customers effectively, and reduce the redundancy of their work, significantly.


Overall, this helps customer support team work more efficiently. Customers will be approaching your support team less because you will be providing them with the knowledge of your products. This, in-turn assures that they attend to lesser customers who cannot resolve their issues with the provided tools, and solve their issues patiently.


If you are looking for such a solution for your business, there are portals based on CRMs such as Salesforce self-service portal, Dynamics 365 portal, SugarCRM portal, etc. You can choose the portal on the basis of the CRM your company uses.


Self-service portals are truly the necessity for the current ecommerce market, and if you are looking for an enterprise solution, look no further than salesforce client portal to fulfil this need.


Source: https://www.sooperarticles.com/business-articles/business-ideas-articles/4-features-self-service-portals-better-customer-service-1746083.html

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Power of Retail Portals

Having a retail shop in this e-commerce era can be a little overwhelming because of the monstrous competition. But when you have one it is important to build relations with customers for maximum retention and success. Do you know when you can communicate the most with your customers?


Point of Sale, yes you heard it right!


At the time of billing, you know about their shopping experience and other interests. You also learn what other things they expect from your store.


On the other side to serve them better, a portal can help enhance their experience. It provides transparency and increase the overall efficiency of your retail business. You can opt for Sugar CRM WordPress Customer Portal if you use WordPress as your backend.


Let's discuss what other things you can provide through portal and how it helps you to manage and grow:


Customer-Centric Flow:


It helps you grow your customer base. Your customers can get special benefits like first access to the product, easily know when the products are back in stock. As a retailer, you can also use it to know which products do your customers frequently purchase. You can send them campaign emails as well. These things help you understand your customer's needs.


For example, you have 50 loyal customers. They always come to your shop to buy clothes as they find your stores collection to be trendy and unique. In case when any new design arrives and by the time they come to buy it, those clothes have gone out of stock. In such a scenario if you have this in your portal they can check the availability and then come.


Multiple Payment Options:


Gone are the days when we were using magstripe or EMV chips for payments. At present, your customers can easily pay via Near-Field Communication (NFC). Thus, your point of sale must support the NFC payment option. The advantage of having a portal solution is that it supports multiple payment options. Additionally, it will also show you the discount coupons so you can apply them directly when the discount campaign is going on.


Employee Management:


The retail portal integrates with your employment management system. This will be helpful as it gives employee check-in, check-out functions. You can track which employee was present when a particular product was sold. The perk of doing so is the streamlined management of your employees.


For instance, you can assign access to the portal role-based for your employees. Managers of your store can have the right to approve leaves, create sales reports and arrange shifts for other employees. And employees who work at billing can have access to invoice generation, catalog management, inventory view access and modification rights of customer directory.


Interactive Dashboard:


Your employees get a personalized dashboard for a quick overview of their daily activities. They can know their working hours, shift details, leaves, etc in visual presentation. Along with this, they can access the inventory and customer directory. With the inventory feature, they can know the details of the stock, products sold, used coupons during the campaign.


The inventory module allows your employees to quickly check if the product is out of stock or is about to expire. The dashboard has the details of sold products, discount coupons you have offered and invoices you have made.


Invoice Management:


It helps you to overcome the drawbacks of generating a manual invoice. You can easily generate it from the system and send it to your customers via email/SMS. You can also save a copy in your CRM system. Your customers can see their order history and invoices in the portal.


Vendor Management:


Suppose one of your best selling products are out of stock. And between all the shop chaos you might forget to notify the vendor about the availability. In such a scenario, your retail portal can be your savior.


With its vendor management section, you can tell your vendors whenever your products are out of stock. Additionally, vendors can get alerts whenever there is low stock. Such a facility makes it easy for them to understand how their product is performing and makes your product management easy. Such a system helps you to notify your vendors with decision making in regards to their business.


Final Words


Apart from these features retails portal has grown a lot, in terms of capabilities. You can find one suitable for your business available on various platforms, like Sugar CRM customer portal, Salesforce customer portal, etc. The advancement of portals has helped retail store owners as well as vendors a lot in their business, and helped them with decision making, knowing their customer requirements and managing the store.

Source: https://www.sooperarticles.com/business-articles/business-ideas-articles/power-retail-portals-1747051.html

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Stock Exchanging: Your Portal To The Market

The financial exchange has been a reason for a lot of issues. People born after WW2 see how it functions and how to exploit it. Or then again when to evade it out and out. At the point when organizations dispatch their Initial public offerings, the open gets an opportunity to contribute. This expects them to access organizations' offers to assemble their very own arrangement.

Stock Exchanging: Your Entrance To The Market

That is the place an offer broking organization comes into the image.

As an organization that handles cash day in day out, you have to mull over a lot of things. In any case, one of the significant interesting points is the product you are going to utilize.

You have in the first place a CRM. Presently, obviously, this should be a multi-layered CRM of a venture level. The perfect decisions for long haul scaling are Microsoft's Elements 365 CRM and Salesforce. You can likewise begin with a little scale CRM like SuiteCRM or Sugar. Over this, you should have an exchanging entryway to offer access to representatives so they can deal with customers and their portfolios. It is critical to characterize the CRM so we can base the highlights off the inbuilt highlights accessible with that specific CRM.

- Portfolio the board

- Statement perspective on each stock

- Altered news module

- Alarms for exchanges

- Messages

Portfolio the board:

Your portfolio supervisors would have customers dispensed to them. A client entryway will offer access to them two. Clients can see their stocks, their present market esteem, the quantity of stocks they have of each organization, and so on. This module can likewise demonstrate to them an entirety of the considerable number of offers they possess and the amount it adds up to.

Along these lines your end clients get a committed spot to develop their ventures, just as become familiar with contributing. It gives them snappy bits of knowledge into their portfolio.

Statement perspective on each stock:

With only a tick, clients can get the statement of each stock that they claim. This gives a complete perspective on the day's most elevated and least costs and in this manner helps settle on choices about the stock they should purchase or sell.

The end client can think about and hence get a normal of the day's fluctuating costs. At that point they can set their benchmarks for purchasing and selling dependent on that. They can make a progressively determined move along these lines.

Tweaked news alert:

Getting refreshes about the organizations that they put resources into is significant. Now and again, organizations give extra offers or profits on offers they claim. Aside from this, whatever moves the organizations make will in general influence their stocks and in connection to that the market all in all. This is the reason a committed news segment is important, which can give generally speaking securities exchange news and enable clients to minister it dependent on their inclinations.

Such alarms help clients with regards to realizing different business subtleties of organizations, similar to their mergers, acquisitions, disintegrations, liquidation recording, and so on.

Alarms for exchanges:

Executing stocks on such an entry can be exceptionally helpful. You dispense offers to sell at a specific value point and if their fairly estimated worth contacts that value point, the offers will be sold. The purchasing procedure works also. It can take about a few days for the exchanges to reflect in the record. Along these lines, a message pop-up on the telephone or an email for the exchange can enable the client to monitor their ventures. Such notices go about as suggestions to customers. Messages additionally fill in as evidence of exchanges.

Messages:

As a broking firm, you can convey messages to your clients in regards to a week after week report of the market, up and coming Initial public offerings, and declarations by organizations that are probably going to cause changes in the stock cost. You can likewise send curated tips on the best exchange rehearses just as great organizations to put resources into. The email module can be predefined to incorporate certain components, which you can alter and modify in the event that you need.

These messages give the clients a bit of a bonus and can go far in structure trust. They get an outline of the market for the week, and adapt better approaches to improve their ventures.

We should discuss some more highlights that the exchanging entryway can have and ought to have:

- Your exchanging entry ought to be secure. It will deal with an enormous number of clients and their touchy information, similar to financial balance subtleties and stocks.

- It should be easy to use with the goal that it doesn't misdirect clients into making any move that they don't completely get it.

- The entry can have an information base area where clients can pick up learning about the financial exchange, advantages of exchanging, how to oversee portfolios, and so forth.

- It ought to have a job based access module so every representative can approach their own clients and the general administrative access can remain with the supervisors.

- End clients get a perfect dashboard after signing in. This can demonstrate to them their last exchanges, their designated assets, the aggregate of their contributed assets, current market rate, the pace of valuable metals, and so forth.

- The entryway can likewise be accessible in numerous dialects on the off chance that you have the necessity. In a nation that communicates in more than one language, this can be exceptionally valuable.

Exchanging stocks supports pivot in the economy. As a merchant, you procure from the financier you get when your clients make exchanges. The better, progressively secure your exchanging rehearses, more clients will contribute with you.

To the extent your customers are concerned, exchanging the securities exchange makes them a little rate proprietor in organizations. It is useful for all gatherings included, both financially and regulatorily. For merchants, it is a business that is both worthwhile and hazardous. This makes it pivotal to have best in class devices. A Salesforce Client Portal, when modified well, is a superior alternative in that capacity an apparatus.

Source: https://www.crmjetty.com/blog/stock-trading-portal-market

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Employee Management Portal - Features And Benefits

Employee management is a necessary and cumbersome task. But since software makes everything easier, you can implement it to manage your employees as well. The best software to do so is the employee management portal which needs to be in connection with your CRM, but not really with your CMS.

In this case, you should go with one of the hosted portal solutions for SuiteCRM available in the market.

But before you make any decisions about it, let's look into what an employee portal can do:

Attendance:

The most basic use of an employee portal is to mark attendance. Employees can have their own login credentials. This portal can work with a time card machine that can fetch their entry and exit, based on which the portal can calculate their working hours.

Role-based access:

Generally, companies have a hierarchical approach in employee management. Therefore, the ideal thing would be to get one of the hosted portal solutions for SuiteCRM that gives employee role-based access to the data. This way, the manager can assign tasks, keep track of schedule and manage shifts for everyone else. With a more complex management requirement, the access can be similarly complex in terms of who reports to whom. Certain modules can be accessible for everyone like leave calendar, company policies, support requests, etc.

Task management:

A manager can assign tasks for all the employees. Employees can then schedule their day with certain tasks and log in the hours they spend on each. This helps the workflow of the business because the manager can always know who is working, at what pace and whether the tasks are on schedule.

Leave management:

With this portal, employees can check how many holidays they have, their shifts for the week (in case of shift-based work model), and even apply for leaves. This helps in streamlining the schedule for everyone because the admin can arrange each person's shifts accordingly.

Shift management:

In a more flexible retail job, people tend to work some time of the year rather than all year. A number of students sign up for summer jobs in retail shops, who generally can't work much during the academic semester. Therefore, sometimes there is a surplus of employees, whereas occasionally there are not enough people. In either case, the manager needs to arrange shifts in such a way that the store always has sufficient staff members.

Appraisal management:

Such a rounded portal can also have a module for employee appraisal and promotion. It can allow members to give feedback about working with each other as well as have managers make reports for everyone. Then the combination of that can account for the person's overall feedback. Additionally, their task completion can account for their overall report, based on which managers can make appraisal decisions.

The benefits of using an employee portal are plenty. It can help streamline operations and make the workflow of any business smoother.

The reason you should choose a hosted portal solution for this is because you don't have to host it on your servers, but it still gives you all the necessary tools to manage your employee specific actions.

Find a portal development company that makes a hosted portal solution for SuiteCRM and give them your specifics. You will have a hassle-free portal ready in no time! Ready to make your employee management better?

Source: https://www.sooperarticles.com/business-articles/employee-management-portal-features-benefits-1742850.html

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The start-up scene is booming everywhere. While earlier, the start-up culture was limited to Silicon Valley, which is no longer the case. Innovative concepts and ideas are encouraged rather than feared. However, this brings me to say it is definitely not easy to start-up even now. You have come up with either a brand-new idea or concept or a different way of doing something that is already happening. Then you have to get financing, find an incubator, make a business plan, build a website, and a number of other things.

Here, minimizing the cost would be greatly beneficial. On the other hand, this should not be at the cost of things like security or quality. It doesn't matter if your start-up is B2C or B2B, more likely than not, you will need two things, a CRM and CMS. And if you get free solutions for this, that can be quite cost-effective for your business. Your CRM solution can be SuiteCRM and your CMS can be Joomla!

They are both free to use and Joomla! happens to be one of the more secure CMSs.

Additionally, no matter what your start-up is, you will need some basic level of interaction with your customers. For this, you need a software called portal, which is essentially a gateway between you and your customers. In this case, your portal will be SuiteCRM customer portal where your CRM is the backend.

To better understand this CRM self-service portal, let us look at what it can do to grow your start-up:

Ticket management:

Customers need to reach out to you for queries, complaints, and feedback. Especially when you are in the growing stage. For this, they can raise tickets. Now some tickets don't have to be order specific, but some certainly have to. Here, your SuiteCRM Joomla customer portal can come into play. When your customer raises an order specific query, you know exactly how to serve them better. It can be a ticket for product damage, return, refund, or even positive feedback. Every business needs feedback to improve what they are doing and as positive reinforcement.

Secure sign in for customers:

With privacy and security so much in the spotlight nowadays, you don't want to be lax with your customers' data. Provide them with a secure sign-in option to your SuiteCRM customer portal so they know you care about their data. When a customer feels safe about giving their data, they are more likely to come back to you and recommend your business to others.

Role based access:

You can assign portal users to certain groups. Then you can choose to give access to certain modules to specific groups. This comes in handy when you want to create groups for customers who are your subscribers or ones who make one-time purchases.

Generate credentials:

You want the customers but you don't want to have the hassle of creating a large number of credentials one after the other, especially when you have limited staff. You want to be able to create credentials in a large number. This is where the SuiteCRM Joomla customer portal comes in. Even if you are a one-person army, you can manage this task in significantly less time. Not only that, the portal will automatically share these credentials with the portal users via email. Talk about killing two birds with one stone!

Display details:

For a customer, the CRM self-service portal is a part of your website. Therefore, it is essential that it looks the part too. With Joomla, you get the option of uploading your logo, set theme colors and a few other customization options.

With such a solution that gives you features that are a bang for the buck, it should ease some of your inhibitions of starting up.

There are plenty of portal development companies that have this solution for your business. A simple Google search will lead you in the right direction.

After all, you never know, your start-up can end up changing the world. You just have to take the first step.

Source: https://www.sooperarticles.com/business-articles/secure-customer-portal-perfect-solution-any-start-up-1742606.html

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Customer portal is not a new concept any more even though we don't always realize that we are using one. Ordering things online is no longer limited to e-commerce giants. It goes much beyond that because it is relatively easier to set up an online store. And no matter the size of the store, a customer portal is necessary.

A customer portal gives your customers limited access to certain modules of your CRM. This access enables them to communicate with you so that you can provide better service to them.

If you choose WordPress for your website and SugarCRM as your CRM, SugarCRM customer portal is ideal for this situation.

Let us look at an example of where a customer portal of this kind can come in handy:

Food delivery service:

If you have ever tried to go out for a meal on the weekend, you know that true happiness lies in eating at home. But that doesn't mean you want to cook or get the usual from the diner down the street. You want to get that one pasta from across town. This is why food delivery services came to be. However, how do you tell them you forgot to ask them to add extra cheese? Or register a complaint is case there is something wrong with the food? Or if the food never got to you!

Now that you have seen what a customer needs when it comes to getting a dinner, you can take a look at how a portal would help in such a situation.

This is where the SugarCRM customer portal comes in. This portal allows the customer to contact the company to make changes to their order or to register a complaint of any kind. Then the portal can contact the restaurant where the food is from and inform them either way. With this portal, they can even contact the delivery person if needed. The uses are endless.

Service provider portal:

Whether it is your phone service provider, your internet provider or your television channel service provider, as subscription plans change, you end up having to streamline yours to your needs.

Again, as a service that everyone uses, it is easy to step into the customer's shoes.

Empower them to manage all of this via portals for your website. They can use this portal to change plans, modify a service, pay bills, or even to request a repair of the product. They can also edit details like address, registered phone number, etc. and it will reflect in the company's CRM.

Service as a product:

Now that the concept of app-fulfilled services is not new, a new type of business has come. A portal like app connects the end user to whatever service they require, like beauty salon services, handyman, massage service, movers etc. Such a portal changes what a customer portal can be. It is not limited to just one service. The customer can take advantage of multiple services with just one app.

If you build such a portal, you can get your customer to keep coming back for every other service, provided the experience is good. A WordPress customer portal will make using this app a smooth and hassle free experience.

If you are an entrepreneur in any of these industries or looking to be one, you should use a WordPress customer portal for its versatility, theming options, security and user friendliness.

A customer portal development company can generally customize one that suits your needs. The combination of SugarCRM and WordPress is a winning one. They work well with each other, and it benefits both you and your customer in respective workflows.

Source: https://www.sooperarticles.com/internet-articles/web-design-articles/wordpress-customer-portal-why-your-business-needs-one-1741915.html

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Innovation is incredible. It refreshes each and every day. It changes each and every day. A little populace on our planet is truly technically knowledgeable. We stay aware of new devices and updates and know precisely why a score on a telephone is nightmarish, or comprehend kids about a specific telephone battery that Told when it was biting the dust by detonating.

Be that as it may, there are other individuals out there, to whom this tech industry needs to really sell items and administrations. What's more, in all honesty, they are more in number. (Despite the fact that my YouTube algo just demonstrates me tech recordings now in Techtember).

For everybody, there is an expectation to learn and adapt to innovation. A few things are straightforward and clear enough for everybody, similar to slide or swipe to open your telephone. Be that as it may, different things are similarly as troublesome, such as making sense of precisely where to put your finger to open your telephone.

At whatever point you experience another bit of innovation, you need to initially figure out how to utilize it. Unseasoned parents need to figure out how to utilize an infant screen, relatives need to figure out how to video get when children move out for school, etc.

So how can one become familiar with this?

Testing? All things considered, I mean a gadget that cost you north of a thousand dollars ought to be available to testing, correct? We all positively don't feel bold enough!

What can organizations do to ensure that your clients get the most incentive out of their recently obtained computer game support?

The appropriate response is more straightforward than you might suspect.

Have a knowledge base portal!

In the event that each organization, both equipment and programming, can make an information sharing entrance, it will be extraordinary for both the client and them.

How about we investigate how such an entryway can support new clients:

Client manual:

How frequently have you purchased something new just to not see how to try and boot it up? Possibly not very frequently. Be that as it may, how often has this happened to individuals who are new to the idea of such innovation? Way time and again. You can address the difficulties that they face such that your end client never faces them. Your web store can have an information sharing entrance where you can transfer helpful, brisk recordings to manage clients through the arrangement program.

Backing:

Client service ranges from continuous inquiries concerning why a tablet doesn't accompany a connected console, and battery issue, to moving gadgets starting with one then onto the next. What's more, regardless of what number of care staff workers you have, they will be over-burden sooner or later. An information base gateway can take the heap off your staff. You can transfer rules and bit by bit guidelines of basic issues like how to ensure you have the correct charger for your gadget, how to interface your gadget to another through Bluetooth and so forth.

Included worth:

You realize the tender loving care you have given in your own items and administrations. Yet, how might you convey the equivalent to your clients? How might you engage them to exploit that item? With straightforward 'How To' recordings or an intuitive sandbox condition, you can manage your client to get more an incentive out of an item that they as of now have.

By and large, such learning the board gateway can reform your organization's method for working. It will offer your care staff a reprieve from responding to similar inquiries over and over, while likewise making it simpler for your clients to discover answers.

An entrance advancement organization will have the option to make such an entry for you to coordinate into your site. In conclusion, since this is a learning entryway, you should ensure you update the substance on it and keep it significant to your items with data and aides.

Source: https://www.sooperarticles.com/business-articles/knowledge-portal-adding-value-your-product-service-1741704.html

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Retail Portal: The Point of Sale Software

This blog is for business visionaries who have physical shops. You've adequately made a noteworthy walk opening a physical shop in a period where the web business condition is overpowering to such a degree, that you are getting some answers concerning this article on an electronic business store that offers programming to other online business owners. Plainly, you trust in keeping up a tweaked relationship with your customers. Moreover, you appreciate the estimation of eye to eye coordinated effort with your customers. Where you interface with your customers the most is your place of-offer station.

You can pick the gear that is most invaluable for you. It might be established on the quantity of devices/machines you need and where you have to put them. You can pick between a tablet and a PC/PC. This gear by then describes certain pieces of how the item will function/or the association expert of the item: mouse or contact.

By and by we ought to research an item that can empower you to better your POS station association: a customer portal solution arrangement that is a customer entrance course of action. Notwithstanding the way that it improves your customer relationship, nonetheless, such an entryway can moreover give increasingly unmistakable porousness in different perspectives like laborer gainfulness, shipper the board, customer correspondence, thing bargains, etc.

Despite the retail passage programming, the POS system will have certain hardware modules to connect with like portion mechanical assemblies and a bill-printing device. In any case, the foundation of this retail passage is your CRM and your stock organization.

So we should look at what all that you can manage with a retail gateway and how it can build up your business liberally:

- Portion Coordination

- Customer List (for repeat customers)

- Laborer The board

- Informational Dashboard

- Receipt The board

- Trader The administrators

1. Portion Decisions

Portion methods are never again confined to magstripe or EMV chip cards. Close Field Correspondence or NFC development in phones and smartwatches has enabled us to tolerate virtual cards and money. Accordingly, your POS system will require relationship with NFC engaged portion terminals.

Gear aside, the retail door programming will in all probability make requesting and have your accounting related mixes. It will no doubt recognize portions by methods for various portion entryways. Another accommodating limit that it can have is coupons and headways. You can apply coupon codes for cutoff points on the bills during markdown fights.

2. Customer Index

With a CRM customer door as a retail portal, you can run a support program for your customers. Your people can get extraordinary favorable circumstances like need supply and first access to bargains, point social affair credit and longer exchange and return periods. With a customer list, you can in like manner note down their relentless purchases, and thing subtleties. You can advise them once a thing they required is back in stock. Moreover, usage cases are unending.

If you would incline toward not to have an enlistment program, you can use a customer index for your walk around customers as well. This can empower you to build records for future email campaigns and advancement fights that can empower you to grasp your customers and their needs. This can open gateways for centered displaying for you which can influence on your arrangements liberally.

3. Delegate Organization

The retail door can have a consolidated specialist the administrators system which can simply open to delegates. These structures can fill in as agent enrollment, see systems too. Something different that you can track is, which specialist was on commitment when everything was sold. This makes it easier to check laborer execution.

You can similarly dole out occupation based access of this door to your laborers. Everyone can approach receipt age, list the administrators, stock view access and change rights to the customer library. On the other hand, authoritative specialists can have rights to support leaves, arrange shifts for various delegates and make arrangements reports.

4. Edifying Dashboard

Since each agent has their record, they can in like manner have an individual dashboard for energetic information. This dashboard will have nuances like their day of work plan, leaves, working hours, break hours, etc. Close by this, it will in like manner approach the customer file and the stock.

The stock module on the dashboard lets them quickly check if a thing is running low or if a brief thing is nearing its end date. The dashboard also has nuances like the things they have sold, the markdown coupons they have offered and the sales they have made.

5. Receipt The board

With such a moved system, it will be invaluable to dispose of paper sales too. You can use the customer vault to email/SMS requesting direct to them and extra a copy in their records on your CRM. Since this is a CRM customer passage, you can in like manner give customers their capabilities, so they can see their purchase history and requesting.

While making a receipt, the retail entryway can demonstrate correlative things to the one that a customer is buying. This can help the laborer at the work region to upsell or deliberately pitch things.

6. Vender The administrators

The retail passage can in like manner go about as an uncommon device for dealer the officials. When you see a dunk in a heap of a particular thing, you can basically send an alert to the dealer to restock your stock. With the POS system being your relationship with the gets, you can in like manner send arrangements reports to your vendors to share how their things are getting along in the market. Such progressing and periodical information can empower dealers to choose better decisions to the extent which store needs what proportion of things and if they need to reveal any upgrades in their things.

Source: https://www.crmjetty.com/blog/retail-portal-the-point-of-sale-software

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The New Age Helpdesk is a Customer Portal

Our customers value their time and energy. And if they are shopping from your website or store, you should value it too. This is where the concept of self-service comes in. Your customers can handle certain parts of the shopping and maintaining processes themselves if you equip them with the right tools.

A software solution is the way to go. You can have a Salesforce self-service portal or any CRM self-service portal in connection with your store. This way the customers can find whatever they need whenever they need it without having to rely on anyone.

Let's look at some of the features:

• Cost-effective:

Software solutions run round the clock without the need of constant human interaction. Your Salesforce customer portal would also be accessible by customers at any time of the day. This means that your customers will get the assistance they need without you having to employ people in more than regular shifts. This can save you money in the long term and your regular shift support staff will be happier with higher salaries.

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• Workload management:

When your support staff does not have to deal with customers for repeated questions and solve cumbersome simple tasks, they are more likely to manage their work duties better and be more productive overall. Some customers tend to get more aggressive and the Salesforce customer portal decreases your staff's irritation.

• No Wait time:

The jokes about waiting for hours on the phone for a customer support executive are rampant on the internet. A Salesforce self-service portal can eliminate these waiting times for your customers, which goes a long way in customer happiness. It also establishes your brand as customer friendly.

• Salesforce WordPress integration:

Self-service automatically becomes easier with an intuitive and informative dashboard. The Salesforce WordPress integration allows the WordPress admin to set modules for that dashboard to help clients see recent additions. The dashboard also allows for global search as well as filtered search. This integration also allows the user to view their order records.

• Query management:

Your users can search for the query they have before doing anything else and they will find pre-existing cases before adding their own case to it. This way they can get answers faster. This eliminates the need to repeatedly address common questions and issues that customers have.

Empower your customers with this tool so that your support staff can breathe easier with lesser burden and be self-sufficient. They will not need to spend time calling or having an ever-growing email thread for a small issue.

The number of products we use is growing, and there is a learning curve to them. Customers can face plenty of issues in this situation and if all of these customers asked all the questions they have, via emails or phone calls, your entire staff will not be enough to cater to them. Therefore, this is as good a time as any to implement a self-service portal.

When it comes to choosing a customer portal, the most important thing to make sure is that it is secure. You cannot provide customers with a portal at the cost of their security. This is why a Salesforce self-service portal provides the security that your customers deserve.

Apart from security, you should look for certain key features when it comes to selecting a customer portal, like access, layout customization, scalability, and the ease of credential management, among others. If you have these features, you will likely not need anything more.Free up your support staff from repetitive tasks, and be present for your customers even more than before. Read this article to know how.

Mr. Maulik Shah is the founder & CEO of CRMJetty, the hub of innovative customer relationship solutions, provides ready to CMS integrate portal solutions for various CRM, including customer portal solutions. Maulik is a tech enthusiast and writes about the various aspects of e-commerce technology. Let's know about the aspects you need to consider in case you go for the salesforce customer portal.

Source: https://www.sooperarticles.com/business-articles/new-age-helpdesk-customer-portal-1736467.html

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