Maulik Shah

Maulik Shah

@crmjetty

CRMJetty provides Salesforce & Microsoft Dynamics 365 portal solutions to streamline customer, partner, and employee engagement workflows.

Joined Jul 2022 Santa Ana, United States www.crmjetty.com/
125 Writeups
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Maulik Shah posted a new writeup in Design 3d ago
Manage RFQs & Purchase Orders in a Salesforce Customer Portal
Design Manage RFQs & Purchase Orders in a Salesforce Customer Portal

Turning a request for a quote into a purchase order should take minutes. If a quote sits untouched for three days, or a PO lands in Salesforce with the wrong...

Maulik Shah
Maulik Shah · 14 min read
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Maulik Shah posted a new writeup in Business 4d ago
Salesforce Experience Cloud Implementation Guide (2026)
Business Salesforce Experience Cloud Implementation Guide (2026)

Enabling Digital Experiences in Setup takes about ten minutes. So if your portal project has stretched to three months and a five-figure bill, the breakdown ...

Maulik Shah
Maulik Shah · 24 min read
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Maulik Shah posted a new writeup in Design Sep 1, 2026
Salesforce Partner Portal: Automate Deal Registration in 2026
Design Salesforce Partner Portal: Automate Deal Registration in 2026

Most deal registration setups fail the same way. Partners submit deals through a form that lives outside Salesforce. An ops manager checks a spreadsheet for ...

Maulik Shah
Maulik Shah · 16 min read
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Maulik Shah posted a new writeup in Business Sep 1, 2026
How a Dynamics 365 Customer Portal Supports Both Desktop and Mobile
Business How a Dynamics 365 Customer Portal Supports Both Desktop and Mobile

Your customers aren’t sitting at a desk waiting to interact with your business—they’re on the move, switching between devices, expecting the same quality exp...

Maulik Shah
Maulik Shah · 8 min read
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Maulik Shah posted a new writeup in Work Sep 1, 2026
How Salesforce Customer Portal Streamlines Healthcare Appointment Scheduling
Work How Salesforce Customer Portal Streamlines Healthcare Appointment Scheduling

When an appointment scheduling system relies on manual processes, it starts to break down. This happens when callbacks don't happen, confirmations end up in ...

Maulik Shah
Maulik Shah · 10 min read
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Maulik Shah posted a new writeup in Affiliate Marketing Aug 31, 2026
Affiliate Portal: Benefits, Features, and Tips for 2025 | CRMJetty
Affiliate Marketing Affiliate Portal: Benefits, Features, and Tips for 2025 | CRMJetty

Affiliate marketing has become a cost-effective way for businesses to promote their products and stores. Small and big businesses are benefiting from this re...

Maulik Shah
Maulik Shah · 19 min read
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Maulik Shah posted a new writeup in Social Media Aug 24, 2026
Customer Service Trends You Must Adopt in 2025 and Ahead | CRMJetty
Social Media Customer Service Trends You Must Adopt in 2025 and Ahead | CRMJetty

According to Microsoft’s State of Global Customer Service Report, over 2/3rd of the global customers surveyed are in the favor of self-service. In terms of p...

Maulik Shah
Maulik Shah · 12 min read
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Maulik Shah posted a new writeup in Business Aug 17, 2026
PRM Solutions | Elevate your business with PRM solutions Full Guide
Business PRM Solutions | Elevate your business with PRM solutions Full Guide

Managing partner relationships in industries that depend on indirect sales channels often presents significant challenges. Building strong partner programs c...

Maulik Shah
Maulik Shah · 20 min read
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Maulik Shah posted a new writeup in Business Aug 17, 2026
Grow Your Travel Business With a Custom Travel Portal
Business Grow Your Travel Business With a Custom Travel Portal

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 was ...

Maulik Shah
Maulik Shah · 13 min read
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Maulik Shah posted a new writeup in Business Aug 17, 2026
Salesforce Customer vs Partner Portal: Key Differences | CRMJetty
Business Salesforce Customer vs Partner Portal: Key Differences | CRMJetty

Salesforce is a well-known name in the world of CRMs, portals, and communities. We can’t deny that their products are world-class and provide organizations l...

Maulik Shah
Maulik Shah · 12 min read
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Maulik Shah posted a new writeup in How To Jul 6, 2026
What is Salesforce Customer Portal & Its Best Alternative
How To What is Salesforce Customer Portal & Its Best Alternative

Businesses are constantly seeking ways to enhance customer engagement and streamline support processes.Salesforce Customer Portal offers a solution that brid...

Maulik Shah
Maulik Shah · 11 min read
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Maulik Shah posted a new writeup in Books Jul 6, 2026
Which Salesforce Community License Is Right for You? | CRMJetty
Books Which Salesforce Community License Is Right for You? | CRMJetty

Salesforce communities have transformed how organizations engage with their customers, partners, and employees. By providing tailored portals and forums, bus...

Maulik Shah
Maulik Shah · 8 min read
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Maulik Shah posted a new writeup in Work Jun 24, 2026
How Salesforce Customer Portal Streamlines Healthcare Appointment Scheduling
Work How Salesforce Customer Portal Streamlines Healthcare Appointment Scheduling

When an appointment scheduling system relies on manual processes, it starts to break down. This happens when callbacks don't happen, confirmations end up in ...

Maulik Shah
Maulik Shah · 11 min read
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Maulik Shah posted a new writeup in Business Jun 24, 2026
How a Dynamics 365 Customer Portal Supports Both Desktop and Mobile
Business How a Dynamics 365 Customer Portal Supports Both Desktop and Mobile

Your customers aren’t sitting at a desk waiting to interact with your business—they’re on the move, switching between devices, expecting the same quality exp...

Maulik Shah
Maulik Shah · 8 min read
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Maulik Shah posted a new writeup in Technology May 14, 2026
Why Your Business Central Customer Portal Should Also Be a Knowledge Hub
Technology Why Your Business Central Customer Portal Should Also Be a Knowledge Hub

The reality of B2B buying and account management is shifting drastically, and one such shift is in customer behavior. They want a streamlined system, where t...

Maulik Shah
Maulik Shah · 10 min read
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Maulik Shah posted a new writeup in Technology May 14, 2026
CRMJetty Portal Integration Expands to 400+ Apps — What Changes for You
Technology CRMJetty Portal Integration Expands to 400+ Apps — What Changes for You

Data sitting in one system while your team scrambles across four others is an operations problem dressed up as a technology problem. You’re checking the Sale...

Maulik Shah
Maulik Shah · 9 min read
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Maulik Shah posted a new writeup Mar 30, 2026
Agentforce Integration in CRMJetty Salesforce Portal
Agentforce Integration in CRMJetty Salesforce Portal

Most businesses have stopped debating whether AI belongs in their tech stack. That ship has sailed. What’s actually being debated now is far more pr

Maulik Shah
Maulik Shah · 7 min read
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Maulik Shah posted a new writeup in Business Mar 30, 2026
How CRMJetty’s Business Central Vendor Portal Transforms Supplier Collaboration
Business How CRMJetty’s Business Central Vendor Portal Transforms Supplier Collaboration

Looking at the current business scenario, procurement teams are likely occupied with tasks other than procurement for most of their day. They’re ans

Maulik Shah
Maulik Shah · 9 min read
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Maulik Shah posted a new writeup in Business Mar 30, 2026
How Salesforce-Connected Document Workflows Transform Insurance Operations
Business How Salesforce-Connected Document Workflows Transform Insurance Operations

From policy contracts and claim forms to compliance reports and customer communication records, insurance companies handle a massive volume of documen

Maulik Shah
Maulik Shah · 22 min read
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Maulik Shah posted a new writeup in Business Mar 30, 2026
Salesforce Dealer Portal – Why You Need It & How to Build It
Business Salesforce Dealer Portal – Why You Need It & How to Build It

Dealer and distributor ecosystems are the backbone of many B2B growth strategies. Whether you operate in manufacturing, automotive, or wholesale distr

Maulik Shah
Maulik Shah · 13 min read
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