CRMJetty Blog

Dynamics CRM

How to Create and Save FetchXmlQuery from Dynamics 365
In Dynamics 365 WebAPI, you can retrieve data using FetchXML queries for some complex requirements. Dynamics 365 WebAPI supports querying using...

Get your Business Back with Retail Customer Portal
Covid-19 started and disrupted everything. It changed our normal, outing habits,...

Portal Solutions for your Partners and Customers
Portals are a one stop solution for companies to cater to their customers. The...

Dynamics CRM Portal: Prerequisite for Every Online Business
How much does a single bleak customer experience cost your business? Research ...

SuiteCRM

Online Travel Portal: The Future of Travel Business
When was the last time you visited a travel agency office to book your travel ticket? Or to understand holiday packages to pick from? Well, I am sure it...

CRM Portals Through the Customer Perspective
CRM is a powerful tool. Since its inception, it has helped many companies gain...

How Can Healthcare Institutions Boost Patient Satisfaction with SuiteCRM Customer Portals?
“Why am I not able to get in touch with my doctor?” “How can I book an...

What Makes Knowledge Base a Crucial Part of Your CRM Software?
“Hello, how may I help you?” Before few years, call centers were...

Salesforce

Salesforce Vaccine Cloud: Streamline Vaccine Management
Things are changing now - after one full year. COVID-19 cases have gone down, people are out again (with safety precautions though), and the new...

Your Guide to Salesforce for Nonprofit Tutorial and Fundraising
Salesforce is the world’s no. 1 CRM with a global customer base of over 150,000...

How to Reduce Your Salesforce Licensing Cost Smartly
Salesforce is the world’s no. 1 CRM with over 150,000 companies across various...

Pave the Way for Salesforce Dynamic Forms
What is the world’s leading CRM? The answer we get is Salesforce And when they...

WordPress

7 Benefits of Using Customer Portal for Freelancers
Being a freelancer is cool but comes with a lot of responsibilities and constant changing requirements to fulfill. Your clients reach out to you any...

Client Portal Platform: A Unique Key to Have Happy Customers
Remember when you were a kid and tried to learn how to ride a bicycle? And then...

4 Ways a Customer Portal Makes Salesforce & WordPress a Winning Fusion
Customer Relationship Management (CRM) is synonymous to the brand Salesforce. It’s...

How WordPress Client Portal Can Help Your Business Thrive Exponentially?
What determines the future of your business is the first interaction you have with...

Portal Solutions

Your Alpha Team to Get You the Best Client Portal Software
Customer satisfaction is one of the top priorities of all businesses. To enhance customer experience, there should be a way to enable them to serve...

Get your Customer Service Right with Web Portals
Serving your customers is one of the main aims of any business. Fulfilling their...

6 Vendor Management Best Practices to Follow in the Coming Year
Choosing vendors is often one of the most difficult tasks you have to do as a...

Web Portal and Its Application in 7 Major Industries
Editor's Note: This blog has been updated with new information about particular...

Partner Portal

How to Grow and Manage a Partnership Program
Let’s first clear the concept of Partnership Program: It’s usually a business strategy adopted by vendors and business owners where they create an...

Supplier Portal

6 Vendor Management Best Practices to Follow in the Coming Year
Choosing vendors is often one of the most difficult tasks you have to do as a business owner. Each vendor has different strengths and weaknesses and...

Stir Clear from the Boeing Disaster Road with Proper Supplier Management
Boeing has been in the news for a few very wrong reasons lately. And by lately, I...

Supplier Management - What, Why, & How
The way an e-commerce business chooses and handles its vendors determines their...

Customer Portal

Customer Self Service Portals: Must-have Features and Best Practices
Millennials and Gen Z are a crazy bunch. And this crazy bunch makes up for 62.5% of the total world population. 62.5%. That’s more than half of the...

SaaS Portal: Your Way to Make it Big in Experience Economy
According to a Walker study, customer experience will overtake product and price...

Happy Support Staff, Happy Customers!
Many companies have Twitter accounts. They use the platform to interact with...

Here's Why Customer-Centric Firms are At the Top
Do you remember the days when ordering food was a newly introduced...

Web portal

Get your Customer Service Right with Web Portals
Serving your customers is one of the main aims of any business. Fulfilling their demands, offering them hassle-free solutions, extraordinary customer...

Web Portal and Its Application in 7 Major Industries
Editor's Note: This blog has been updated with new information about particular...

Consumer Goods Portal For Selling in Post COVID World
Consumer goods have a huge range of products. From clothing, household...

6 Integral Features To Make Your Web Portal a Success
When you visit any website as a customer, you must have come across several...

Dynamics 365 Portal

Step by Step Guide to Enable Multi Language Support in Dynamics Portal
Microsoft Dynamics 365 is widely used because of its robust and effective features. Apart from almost ruling the CRM industry in the enterprise...

Dynamics CRM SharePoint Integration - A Complete Guide
Microsoft has been ruling the tech world for decades and has changed the way we...

How to Manage 360° Ticketing from Portals
As any support staff member knows, customers raise support tickets for various...

How to Manage Configuration of Advanced Settings for Customer Portal
Not all third party portal solutions for Dynamics CRM are made the same. At the...

Business Tips

Customers & Communication: How to Handle Them During a Crisis
During the pandemic, a number of companies are struggling with how to pivot their business and how to stay afloat. The right question to ask, however,...

How to Maintain Business Continuity During this COVID-19 Pandemic Using Portal
Everyone’s attention right now is focused on COVID-19. You are worried about...

How to Retain your Customers During COVID -19 Outbreak
Social distancing. Our current reality to stay safe.However, for businesses,...

How to Arm Your Self-Service for this Pandemic
COVID - 19 -- came in December and quickly became viral just like any other Tik...

News and Updates

Webinar Rewind: A 360 View of How You Can Serve Your Customers
That was quite an exciting webinar we had! Our speakers enjoyed talking about how to use a portal as a help desk. Customer service and the evolving...

Drive your Customer Satisfaction 360 using Self Service Portal
After our first webinar’s success, we are back with the second webinar while...

Webinar Rewind: A Successful Start for Portals in the New Normal
We have reached the other side of a rather engaging and fun webinar, Winning the...

CRMJetty's Salesforce WordPress Customer Portal is Now on AppExchange
CRMJetty, Biztech’s child company, is very happy to announce that our Salesforce...

SugarCRM

How a Customer Portal can Win You the Race in 2020
One of my pet peeves is to have to ask for help to fix tech problems, both software and hardware ones. On that note, I also don’t prefer asking for...

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...

CRMJetty Portal - An Alternative to SugarCRM Self-Service Portal
SugarCRM is a leading customer relationship management software which is used to...

CRM Portals Through the Customer Perspective
CRM is a powerful tool. Since its inception, it has helped many companies gain...

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