What Features Make AppJetty’s Dynamics CRM Portal the Best in Market?

What-Features-Make-AppJetty%u2019s-Dynamics-CRM-Portal-the-Best-in-Market

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

Comments

Post a Comment

Popular posts from this blog

How to Geocode Contacts and Accounts in MappyField

Image
  When you have new client details, there are chances that you don’t have geocode data of those clients. In that case, MappyField provides a functionality called Assign Bulk Geocode process. Based on customer address, city, state, zip code, and country, Dynamics 365 map will provide geocode data of those customers. Having geocode data will help you to get customers’ locations. Here are some steps that will help you to assign bulk geocode to the customers in Dynamics 365 Map. Step 1: Navigate to the CRM side and select [Your Model Driven App] Step 2: Once you navigate to the CRM then, go to the Account or Contact Section, depending on where you want to generate geocode. The below image is one of the contacts. As you can see, this contact does not have a latitude and longitude. Step 3: In the CRM ribbon (navigation bar), you can see the Get Geocode ribbon button. Step 4: Click on the Get GeoCode button and a popup asking to get geocode for all records will open up. Cl
Read more

Geolocate Your Dynamics CRM Data for Better Insights with MappyField 365

Image
  Recently, we received an intriguing query from a prospective client. The customer was seeking a solution to geolocate their Dynamics CRM data on a map, aiming to improve their customer visit planning process. Their challenge resonates with many businesses trying to make sense of their data and convert it into actionable insights. MappyField 365 was the answer to their query. The tool is designed to plot Dynamics CRM data on a map. It brings a new dimension to interpreting customer data by transforming static data sets on a map. For more details on how that happens, keep reading. Understanding the Problem Traditionally, businesses have relied on CRM systems like Microsoft Dynamics CRM to store and manage customer data. These systems are excellent repositories of valuable customer information, including names, contact details, purchase history, and, most importantly, addresses. However, as our lead’s query highlighted, these data points are often presented as plain text entrie
Read more

How a Magento 2 Mobile App Can Transform Your Apparel Business

Image
  The apparel industry has always been at the forefront of style, self-expression, and cultural trends. From fashion giants to niche boutique brands, the apparel business remains an ever-changing landscape of customer preferences. One more thing that you must consider while considering customer preferences is the mode of purchase. Customers enjoy purchasing from mobile apps. Let us understand the importance of mobile commerce in the apparel industry and how MageMob App Builder can help you with it. The Rise of Mobile Commerce in the Apparel Industry Mobile commerce has experienced exponential growth in recent years, revolutionizing the way consumers shop for clothing. With the convenience of mobile devices, consumers can browse and purchase apparel products anytime and anywhere. To hold the space in this competitive market, businesses must embrace the power of mobile commerce and adapt to changing consumer preferences. Seamless Shopping Experience for Shoppers Mobile app
Read more