crmjetty's articles

73% of customers holding an insurance policy expect self-service options for policy management. Most customers want convenience while searching for queries or doubts. Yet, insurance companies find enabling a frictionless customer journey difficult due to the lack of the right technology, manual processes, and insufficient self-service options. This can lead to frustration, dissatisfaction, and customer […]
Security in digital platforms and managing sensitive data always remain hot issues. The finance sector deals with technology mainly in transactions, data storage, and customer interactions. Thus, it is of supreme importance for information integrity and confidentiality. Moving further, many regulatory compliances make it even more difficult for institutions. This is where Role-Based Access Control […]
SuiteCRM is currently the most widely accepted open-source CRM system worldwide. It is powerful, feature-rich, intuitive, secure, and flexible, and it can help you improve your customer service and experience. For a company that highly values improved user experience, customer interaction, and satisfaction, the SuiteCRM Customer Portal is a perfect answer. Understanding SuiteCRM Customer Portal The SuiteCRM […]
Businesses of all sizes are recognizing the transformative power of CRM systems to drive growth, enhance customer satisfaction, and streamline operations. Among the other CRM platforms available, Salesforce stands out for its unparalleled flexibility, extensive customization options, and comprehensive suite of services designed to cater to every facet of customer management. However, harnessing the full […]
Explore the critical role of web portal development in enhancing business operations, communication, and customer engagement. Discover the benefits and differences between B2B and B2C portals and how CRMJetty can help you create customized, efficient web portals to streamline your digital transformation. Web portals are now fundamental to business operations, acting as the main access […]
Imagine having the power to craft custom web experiences that look great but also function seamlessly across all user touchpoints—without needing to dive deep into the complexities of coding. That’s the promise of PowerApps Portal: a low-code solution that empowers organizations to build external-facing websites and applications with ease. With PowerApps Portal, the process of […]
Behind every success story are challenges, processes, and the constant pursuit of excellence. We are here to talk about the astonishing journey of a Real Estate Company. Let’s call them REC for reference. Imagine navigating a maze where every turn brings a new challenge – handling lots of data, keeping up with endless customer questions, […]
Achieving a sustainable boom calls for more than just imparting tremendous services or products. Business needs strategic growth into new markets and channels to reach a broader target market and power sales. The Salesforce Partner Portal is one effective device enabling corporations to liberate this growth ability. Understanding Channel Expansion Channel growth lies at the […]
Salesforce Experience Cloud and Salesforce Community Cloud are two different names for the same platform. Salesforce rebranded Community Cloud as Experience Cloud in 2022 to better reflect its capabilities and features. So, it is not Salesforce Experience Cloud vs Community Cloud, they are the same. Experience Cloud lets businesses create and manage branded, personalized, and […]
CRMJetty, a global leader in CRM solutions and a subsidiary of Biztech Consulting and Solutions Pvt. Ltd., is excited to announce its strategic partnership with UpWing, a pioneer in innovative business solutions. This partnership is a significant step towards transforming business solutions in Europe, Brazil, and the PALOP community. UpWing’s 360° approach blends visionary design, […]
CRMJetty, a global leader in CRM solutions and a subsidiary of Biztech Consulting and Solutions Pvt. Ltd., is excited to announce its strategic partnership with UpWing, a pioneer in innovative business solutions. This partnership is a significant step towards transforming business solutions in Europe, Brazil, and the PALOP community. UpWing’s 360° approach blends visionary design, […]
Salesforce Experience Cloud, formerly known as Community Cloud, is a powerful platform that enables organizations to create branded, self-service communities for their customers, partners, and employees. It empowers businesses to connect and collaborate with their stakeholders in a seamless and personalized manner. These communities are tailored to meet the specific needs of different users, allowing […]
In the rapidly evolving educational landscape, institutions are continually seeking innovative solutions to enhance operational efficiency and student engagement. The Salesforce Customer Portal emerges as a transformative tool in this regard, offering a plethora of features tailored to educational needs. This blog post explores how the Salesforce portal can revolutionize various aspects of educational operations, from student […]
Businesses are constantly looking for ways to streamline operations and enhance customer relationships. Salesforce, the world’s leading Customer Relationship Management (CRM) platform, offers a powerful solution. However, to truly leverage Salesforce’s full potential, having a dedicated Salesforce developer is key. This blog explores the crucial role a Salesforce developer plays in tailoring Salesforce to meet […]
In the realm of business partnerships, effective communication is the cornerstone of success. The Salesforce Partner Portal, a robust tool in the Salesforce ecosystem, plays a crucial role in facilitating this. With a blend of advanced communication tools and features, the portal sets the stage for effortless collaboration among partners. This blog post delves into […]
Collaboration and data sharing have become integral to business success in the digital era, especially within partner ecosystems. The Dynamics 365 Partner Portal stands at the forefront of this trend, facilitating seamless partnership management. However, with increased collaboration comes the heightened need for data security. This is where role-based access control (RBAC) becomes pivotal. This […]
In today’s competitive business landscape, Salesforce development is no longer a luxury but a lifeline. This powerful platform lets you streamline operations, unlock customer insights, and skyrocket your sales. But mastering it solo? That’s like scaling K2 in flip-flops. You need a guide, a skilled Salesforce developer, to act as your expert mapmaker, crafting custom […]
As the holiday season approaches, small businesses gear up for their busiest time of the year. It’s a time when sales and customer interactions reach their peak. In today’s digital age, businesses that have already taken the first step with a website but still rely on manual processes can benefit greatly from embracing more comprehensive […]
Introduction Effective communication among partners is not just a convenience—it’s a necessity. The ability to seamlessly share information, collaborate on projects, and synchronize operations is fundamental to any enterprise’s success and streamlined functioning. This is where leveraging advanced digital solutions like the Dynamics 365 partner portal becomes critical. It is designed to enhance communication, collaboration, […]
The holiday season is a joyful but often hectic time for small businesses, especially those in the Christmas decoration and stocking stuffer industry. Managing customer interactions and operations efficiently is crucial with the demand for individual products, bundled items, and installation services for Christmas lights. This is where SuiteCRM and CRMJetty’s powerful Customer Portal come […]


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