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AppJetty At A Glance
‘Customer Support’ has undergone a huge transition over the years. From haggling with the customer support executives on the phone to finding all the solutions online, we’ve come a long way. However, not all digital experiences are up to the mark. Not all of them are engaging, user-friendly, and responsive. To be able to provide the customers with what they’re looking for, it is important to have customer portals. With the help of it, you will be able to render glitch-free personalized experiences that reach the expectations of your customers. Significance of Client Portals If you have worked around customer portals, you must have come across some of the common ones including portals for banking services, mobile network companies, water connection portals etc. On the other hand, the customized client portals come with features that can address the precise requirements of your customers with the help of specific tools, services, and content. For example, if you need a WordPress Client Management portal, you might have to get in touch with a company which can customize it for you. So, what are the traits that your Customer Portal must have to be able to serve customers better? Let’s take a look: Offers Superior Self-Service A recent study has proved that almost 59% consumers and 71% business buyers feel that if there is a self-service portal available to them, they feel more connected with the brand. Also, facilities like Knowledge Base, Chat Services, and Service Requests are no more a privilege. They’re more of a necessity. Most of the clients expect the above-mentioned self-service facilities from a portal. So, whether you have a Drupal, Joomla, or WordPress Portal, it must have the potential to offer an excellent self-service experience. Is Dynamic and Adaptive to Change One of the most important traits that a portal must have. If a portal cannot adapt to your business needs as and when your business grows, it’s of no use. Get in touch an organization that works on an open source software which is flexible and enables easy integration. In case you don’t want to hire programmers to work on your portal, you can choose to invest into a portal that provides you with the features and functionalities you’re looking for. You must also ensure that it is user-friendly and non-technical professionals can use them. Is Safe and Secure Customer portals can be vulnerable. These possibilities are likely to go up if you have a WordPress customer portal. So, in case you’re looking for a WordPress Portal, you must ensure that the it offers you with SSL and encryption. It should also offer your users with a sense of security when they are accessing sensitive documents like invoices, credit card information, and address. It is advisable to ask for a trial period to use the portal and opt for it only if it seems secure for you and your users to access information. Has Analytic Tools Stagnant digital experiences are boring. If you want to render value through your WordPress Client Portal, it is important to evolve. And this is possible only if you have tangible values that help you to analyze and scrutinize the aspects you can improve upon. Invest into a portal that helps you to understand how your pages perform, whether or not users are able to find what they’re looking for, and what features has a negative effect. A superior quality portal comes with comprehensive analytic tools as well as reports using which you can know about the impact of your portal on the users. Once you obtain information from the portal’s analytic tools, you can work towards enhancing customer experiences. Has Customer Centric Functionalities A customer-centric portal is the one that comes with functionalities that are beneficial to the end users. It is less likely for two customized customer portals to be like each other as every business has different goals. Now, whether your software comes with security hierarchy, multi-language support, or advanced search functions ensure that it can solve the problems of your customers in the best possible way. Although there are several elements responsible behind the making of a good client portal, it is worthy only if it helps you to build up a loyal customer base. The one which is tailored to your customers’ experiences will provide your organization with the success that you’re looking for. Provides Scalability with Business Growth Irrespective of your business goals, your portal must have a good level of scalability. Get it built in such a way that it can mitigate against the disasters, if any. Which means, it should not only be safe but should also have the potential to cope with the increasing workload and be adaptive to business growth. The general dislike towards haggling with customer support and regulatory agencies is well-known. As such, who likes overwhelmingly endless forms, long wait times, and queues for fulfilling their demands? If you think that these processes are frustrating just for the customers, you might be wrong. The employees who need to manage the flow of the application and process them well are even more flustered. Thanks to the digital transformation and advancements in cloud technology, you can digitalize the customer support process. The merger of CRM and CMS is one such magical occurrence. And portals make it even better. You can connect with your customers and manage their data by having control over it. It makes customers happier and enables agencies to work with better efficiency. Being one of the popular portal providers for Dynamics CRM, people often come complaining to us about the cost of Microsoft Dynamics CRM Portal. They say it would cost them an arm and a leg if they invest 500 euros into it and would prove to be even more exorbitant when it comes to adding new customers. Furthermore, they even dislike the user interface and don’t find it user-friendly. They want a solution that is efficient, easy to use and cost effective. And that’s why AppJetty is herewith Dynamics CRM Portal for WordPress. It makes the task of managing documents, cases, schedules, accounts as well as order sheets absolutely seamless! Also, it just doesn’t process your database but also keeps all the records in detail. Let’s check out some of the features of our Dynamics CRM Portal and the benefits it can render you with: Easily Configurable & User-Friendly AppJetty designed DynamicsCRM WordPress Customer Portal with the intent to extends the basic functionality of MS DynamicsCRM and make it all-inclusive. Apart from the compact layouts we have created, we have organized and stacked elements on the dashboard. With the help of it, users can operate the portal with seamless navigation. Now, let’s talk about the configuration part. ‘Rapid Deployment’ are the two words which we would like to use when it comes to setting up our portal plugins. They are ready to use and will start running in a matter of few minutes. As an Admin, you just need to sign into the system and you are sure to have one of the finest user experiences. Solve Problems Easily As a business owner, your biggest goal should be to eliminate the gap between the problem of your customers and fixing them. And you would want this process to be hassle-free. With the help of Dynamics CRM WordPress Customer Portal’s ticketing system, you can not only process your database but also keep all the records in detail. One of the major benefits of our portal’s ticketing system is that it enables CRM users to communicate with customers without sending them long emails or haggling with them over calls. You would also be able to manage cases, documents, schedules and accounts with utmost ease and save a lot of time. Keep Your Data Safe If you have a business, you must understand the importance of data security. And here, we are talking about your customer data. The best part about our portal plugin is that it acts as a simple gateway between your Dynamics CRM and WordPress CMS. Which means, it doesn’t store any data to our CMS’ server. The data of your customers remains completely secure on your servers and WordPress offers the needed interface to the end users with protected access. The best part? Our developers have also ensured that Dynamics 365 Customer Portal for WordPress does not bring any vulnerabilities to your CRM data. Work on a Customized Dashboard Fixed dashboards can get quite mundane and boring! And then, you might want to set different themes, arrange page components the way you like and keep changing colors. Our Dynamics CRM Portal, helps you do just that. It comes with an intuitive user interface and offers seamless navigation. You can set and arrange different dashboard elements and work around frequently usable modules with ease. As an admin, you just need to choose standalone or full-length page templates with the header and footer theme. And no getting overwhelmed with the number of features and tools! Just run a search tool from the dashboard and you can find the information you are looking for. Final Thoughts… It’s time to get over the traditional help desks and call centers. With all the above-mentioned benefits and many more, our Portal plugin is sure to make you and your customers smile. At AppJetty, you can find a range of Microsoft Dynamics CRM based portal plugins. Check out the features and functionalities of our products in detail by visiting our store now! View Original Source: https://www.appjetty.com/blog/features-make-appjettys-dynamics-crm-portal-best According to Gartner, there will be more than 25 billion connected things by 2020. It means the Internet of Things is going to be a huge connected network between people-to-people, people-to-things, and things-to-things. It is not only connecting with us more, it is also changing the way we live. Whether we prefer to notice it or not, yet IoT is transforming our surroundings and will keep on doing it. Now, let’s talk about CRMs. In earlier days, the focus of CRMs was to reduce the cost around customer acquisition, retention, and servicing them. Now, it has customer portals that look after saving time and resources along with cost cutting. It also strives to provide quality of services to customers. Sugar CRM facilitates enterprises by enabling them to build customer portals to better their engagement. Suite CRM is built on SugarCRM community version, which also builds dynamic SuiteCRM Customer Portal. Blending Automation with Convenience So, IoT is changing the way people live and Sugar CRM is changing the way enterprise work. Now what if they both work together? This synergy will create an environment of predictive and preventive functionalities that send alert for future actions. Such a system will notify your customers in advance before they face any problem and provide a service or solution to the issues they might face in the near future. IoT will decode the buying pattern of the customer in real-time, and it will help the SugarCRM Self Service Portal or application to include them in the right marketing campaign. Is it possible? Yes, it is possible to use 'Internet of Things' and integrate it with SugarCRM Customer Portal and applications. The major three components of IoT can generate huge benefits for organizations if it works in sync with CRM. These three important components of IoT that your Sugar CRM solution can optimize are:
Exemplifying the Ease of IoT and SugarCRM Consider a scenario of a hearing aid company. The hearing Aid Industry has become more advanced. Now it is trying to introduce innovative features in their product lists. Examples could be longer battery life, Bluetooth compatibility, noise reduction. It is also introducing products for controlling your hearing aid device through smart phone, etc. Let us take few scenarios from this company. It will help us to understand how IoT helps in providing services to customers, with the help of IoT and its integration with CRM. 3 Different Scenarios Where IoT is Taking the Customer Experience to The Next Level.
In all these scenarios, how the company official will get to know about all the issues? That is because a sensor placed in the hearing aid instrument sends notifications to the central application. It creates an alert in the system that there is some issue with the battery or instrument, and needs replacement. As being an open source, SugarCRM can render IoT alerts in different ways with flexibility. These are,
Apart from this, IoT with SugarCRM can also help sales and marketing functions in multiple ways. Real-time data generated by IoT will you to help understand in numerous ways. It will tell you usage of the product, buying patterns of the customer, opportunities for cross-selling and up selling, deciding flexible pricing, etc. Your sales team can analyze the IoT generated data to decide future campaigns by knowing the right customers. It will help them reduce the cost in terms of market research. This data can also help the marketing function to identify those customers, who are not using your products anymore. For such customers, you can run separate campaigns, or invite them for trade shows and product launch programs, and try to retain them. So, why wait? Leverage the power of IoT and Sugar CRM and get the best out of your business. It will make the work flow faster and user friendly. This will also stay helpful for your staff and assist them to boost their productivity. If you wish to know more about such future app or share your views about it, feel free to reach us! View Source: https://www.appjetty.com/blog/sugar-crm-and-iot-the-synergy-that-will-drive-the-next-level-customer-experience/ Talk of CRM and one name that always ranks first on the list of sales professionals is – Salesforce. And why not? It is quite obvious for them to lean towards a tool that offers excellent functionalities for organizing and storing the company’s data. The value of this data upsurges when you integrate it with a CMS. That being said, WordPress is one of the most used Content Management Systems in the world. Today, we will talk about integrating Salesforce with WordPress and getting the best of both worlds. Let us find out about the ways in which the amalgamation of WordPress and Salesforce can benefit you: Convert Submissions into Leads You would obviously want to turn your visitors and form submissions into leads. And for that, you will have to integrate your WordPress website efficiently with Salesforce. WordPress filters enable you to send form data to Salesforce and track the performance of your form in CRM. As you can get insights about the forms that convert better, it will help your inbound marketing team to perform at the best of their abilities. Make User Management Easy When you sync WordPress users with your Salesforce CRM, you will be able to maintain a unified user database. If you use a Salesforce WordPress Plugin, you can also set up core WordPress functionalities including site registration so that you can create new leads in your Salesforce database coming from WordPress. It is also possible for you to sync fields between two applications for giving the access of data set to all your company departments. If you have a website that asks for membership or you want to host a specific data on your website that is visible only to your customers; you can sync the accounts of your users in a dynamic way through WordPress Salesforce integration. You can also tag your leads as customers in Salesforce and update using customer tag and give them access to the exclusively assigned areas of the website. Make Ecommerce Store Product/Catalog You can import your product database into Salesforce CRM in several ways. However, there are quite a few ways in which you can keep the data synced to your external ecommerce store. You can make use of some out of the box solutions like Salesforce WordPress Plugin that can also work with multiple Salesforce setups. Also, if you have previous purchase data in Salesforce, you will be able to target customers for new products, marketing campaigns or promotions. Manage User Interaction Through WordPress Salesforce Integration, you can handle the customer engagement in easy way. In case you host a WordPress website, you must be aware that if you want to manage users minutely, you would need an ample amount of computing resources. And based on the charges that your hosting provider puts on you, this can turn out to be expensive. Hence, the best and the most efficient way to manage customer activity is to have information about your user before they turn into a lead. Salesforce customer portal makes your user interaction in a self-supporting way. With all of above-mentioned advantages and many more, WordPress Salesforce Integration can never disappoint you. All you need to do is ensure that all the extensions or portals you invest into are adhering to your business goals and objectives. If you don’t, you might feel like you have adopted a cool technology but it will not bring you any benefits. What are you waiting for? Employ a Salesforce Portal now! Client Portal is not just a medium for business owners to converse with their clients. It is an establishment of a new relationship. The beginning of transactions through messages, documents and invoices. And it can be quite tricky to pursue a digital relationship like this one. You might face pitfalls in terms of support turnarounds, information sharing, and appointment bookings. And that’s why, you would need a client portal in place that takes care of all the above requirements. Talking about client portals, the option you go for depends on the kind of requirements you have. For example, if you are looking for a portal that helps with WordPress Client management, just type “client portal WordPress” and you will come across several companies that can provide you with the same. Also, all of them will claim that theirs’ is the best portal in market, leaving you utterly confused. You will also find companies that provide an amalgamation of CRM & CMS. Well, irrespective of the type of client portal you zero upon, what you need to understand is, the portal must render your customers with more access and control over the information that you share mutually. If you are planning on investing into a client portal, this article will give you important insights on the steps you need to take for ensuring that the portal is flawless. So, let’s go! Stitch in TimeRemember the episode from the popular sitcom Friends? Phoebe keeps on hold for hours together just so that she can speak with a customer care executive and get her phone repaired before the warranty expires. She dozes off while doing so. Quite obviously, that doesn’t work these days. According to Zendesk, more than half of the customers appreciate if you value every second of their time.So, whether you choose a WordPress client management portal or a Joomla one, you need to ensure that it saves time and comes with a feature that can take care of your client queries without having to pick converse on call or send an email. And in case they must speak with your support staff, you can provide them with the facility of scheduling appointments through your portal. It will save a lot of their time. Ensure It Is IntegrativeUnfortunately, having a client portal alone won’t suffice. You need to link it to your customer relationship management software. During the initial years of your business, working merely around a portal might work. But as and when your client base grows, you might have a tough time managing several clients, their queries and switching between your portal and other platforms.If you want to keep this inconvenience at bay, you must ensure that your portal is integrative with CRMs and Google or Microsoft calendars. You will be able to find several plugins that might help you bridge this gap. Let’s say you choose a WordPress client portal plugin. Now, you would be able to find different combinations of WordPress as a CMS along with CRMs like Sugar, Suite, and Dynamics. Make It PersonalizedEver had to deal with a client who doesn’t appreciate changes and asked for an old feature back? Well, if you have used client portals, a scenario like this is common. According to a Customer Service Trends Report by Kayako (2017), 90% of customers ask for brand continuity across different channels. So, even if you have a digital portal, it shouldn’t serve any less than your brick and mortar office would.To bring this consistency across different channels, you need to communicate right with your portal developers and ensure that they personalize the portal with colors, logos, and features of your choice. Also, when you keep your brand impression unswerving, the clients would think of the interaction space as more trustworthy. They would also keep coming back without reluctance and would be able to resolve their queries with ease. Let’s Conclude…Like we mentioned above, it is must for a client portal to have certain qualities if you want to provide a glitch free customer support. And we hope that we provided you with some useful insights. What other qualities would you want your client portal to have and what steps would you follow to ensure that it has them? Feel free to share.Making good profits out of your business is all about making a good growth. In an overall picture, it may seem like “good growth” is all about selling your products or services more and more. But it is merely just doing that! To make it successful growth, you will have to deliver complete customers satisfaction and earn their loyalty. And not only your customers should be happy, your valuable employees should also be happy and work with complete motivation and encouragement. That is the perfect form of growth. To achieve such a growth, it is necessary that you optimize your time and resources. Saving time will have you to deliver good. And, saving resources will help you to streamline your business operation. Along with that, it will also assist you drive your employees in the right direction where they find productive engagements. That may sound easy and simple, but it is a bumpy road with difficult turns. And, if you are using the same old school methods of managing your database and tracking client with outdated CRM software, it is the time for change. There is an immediate need for you to get a solution that can drive an efficient work process for you. A solution that can save your time with convenience and productivity! Salesforce is the most competent of CRM all alternatives. SalesforceSalesforce can be considered as the next generation CRM solution with wide array of functionalities. Its open source programming is superiorly compatible to serve the needs of different businesses by offering customization. Automation and regular improvements put it amongst the top CRM platforms.The automation features of Salesforce reduce more than 80% of your customer relationship management cost. Another benefit of this CRM platform is its pocket friendly pricing. You can spend hundreds and thousands of dollars to build a good relationship with your customer but when it comes to using some tools to do that, Salesforce proves to the utmost affordable price. To take the best out of this CRM, you can build a portal that feeds countless benefits along in a profoundly convenient manner. Empower Your Business with Salesforce Powered Self-Care PortalsWe are witnessing the Third Industrial Revolution. And the internet is ushering us to the path of accomplishing everything on clicks and taps. In this era, mastering your customer relationship practice with Salesforce on the World Wide Web can save a lot of your resources, time and efforts. It not only replaces calls and physical meetings with emails or chats but also deciphers your complex data into an easily comprehensive analytics report.Developing a portal powered with Salesforce boosts your productivity besides a happy customer base where they are happily satisfied with you. These portals let your customers connect with you in a few clicks. Which means, they can seek support and get their queries/issues resolved on the go in the shortest span of time. Now, that is something every customer must looks before opting any service or product. Salesforce gives you all the liberty to develop your self-care portal on your choice of content management system. Though it also offers a customer portal in its service struction, but it is going to ask you for deep pockets. Moreover, it will come with its preset functionality. But if you get a better option than this then? AppJetty helps you with useful Salesforce client portal that can work excellently with your WordPress portal. WordPress is one of the most used platform for business websites and it packed with many features. We have made this power-packed platform more powerful with the potential of Salesforce. It can integrate with your Wordpress site and work as an ultimate solution for your business. Let us see what capabilities it holds. Salesforce Customer Management Portal Making Best Fit with CMSsWordPress Salesforce Customer Portal PluginWordPress is the first choice of businesses with its simple yet advanced solutions. Salesforce is accordant to develop a portal plugin with the platform that powers more than 30% of internet. It is compatible with the powerful features of WordPress and works outstandingly with it. Just drag, drop and draft whatever you want and go infinite with WordPress to manage your customer relationship.Salesforce customer portal allows you to manage your day to day customer relationship activities in the easiest, quickest and the most efficient manner. It has the ability to outperform as an adroit solution for all divisions of industries! Whether you are dealing into healthcare products or a hotel owner it goes perfect with all industrial verticals. WordPress is trusted by more than 30% of the internet. Same way, Salesforces is the first preference of thousands of eCommerce businesses and holds the title of the most popular CRM platforms. A hybrid solution of both will help you to track, prioritize and solve customer support tickets with utmost efficiency. It will make your process rightly productive as well as systematically methodical. So, using both together will deliver an excellent blend of advantages, and will take its usability to the next level. Customized Web Salesforce PortalsIf you wish to be a free bird and don't want to use any content management system, Salesforce will not upset you either! You can also opt a standalone customized Salesforce Portal that can be created as per your needs. It helps you accomplish all the tasks while bolstering your entire system. Such portals enact with AI and IoT finely to engage your customers profoundly active.Carrying out a well-thought customer relationship practice can’t be good enough if you lack the well driven process. Salesforce backed self-care portals get you all the tools and everything installed to run a hybrid model of customer relationship exercises. For instance, if you are working with a WordPress site, Salesforce WordPress Customer Portal will give you all the features for you and customers too. Your customers will be able to manage their relation on the portal itself by raising tickets for their requests. On the other hand, you can also help them by responding to these tickets right on the portal itself. So, change the colors of your customer relationship’s driving force into green and implant a solution with great quality of support to keep customers happy as well as loyal. It will not only assist you to scale a better growth but will also move you forward in your compaction. Along with this, the benefits are not only for your business, your employees will enjoy working with you. This will encourage them to work harder for your business growth. View Source: https://www.appjetty.com/blog/explore-organizational-intelligence-with-salesforce-wordpress-portal/ |
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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc. Archives
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