CRMJetty

Covid-19 started and disrupted everything. It changed our normal, outing habits, shopping habits, and more. 2020 is about to end and here we are trying to adapt to the new post covid era.

It has changed the way we shop and the way business runs. This year in March most retail store owners had to close their shops because of the pandemic. And since then many things have changed for you and your customers.

Many people started to opt for online shopping and this made online businesses huge profits whereas retail owners a huge loss. Let’s see some of the major issues retails shop owners face:

• Closing all shops:

A major issue the pandemic brought was closing all the retail stores. It took away lots of opportunities for the daily earnings of shopkeepers as well as employees. Many companies were not able to even provide basic support to their employees. The sudden lockdown across the globe helped in decreasing the carbon footprints but also affected the revenue of the retail store. 

• Lost touch with customers:

Another issue which businesses face is losing touch with customers. Shops are closed and one needs to stay indoors come what may. This made it very difficult for shop owners to come up with business continuity plans, serve their customers, and be in touch with them. Additionally, this also made customers lose trust in businesses and hardly buy anything from in-store shops.

• Challenges of taking the business online:

This is one of the biggest issues that many businesses faced. Finding the right technology partner, taking the entire inventory online, building websites/apps, etc. all these things are challenging and takes a lot of time to make your presence online. Many retail owners don’t know how to do it and whom to reach out to.

• Bad customer service:

After all the hard work you finally took your business online but still struggled to serve customers. All these struggles result in having bad customer service. And bad customer service results in losing your customers.

• Lack of faith of people in purchasing things in a person:

Now customers are less likely to step into stores and make any purchase. And as a business owner, it becomes difficult to get customers in-store and purchase. They are very likely to prefer online solutions for their safety and convenience.

But, the post covid era has helped a lot in understanding new ways to keep the business going. So, now let’s see how you can open the retail stores in this post covid era:

One of the biggest examples is from Apple:

“We’re also taking some additional steps in most places. Face coverings will be required for all of our teams and customers, and we will provide them to customers who don’t bring their own. Temperature checks will be conducted at the door, and posted health questions will screen for those with symptoms — like cough or fever — or who have had recent exposure to someone infected with COVID‑19. Throughout the day, we're conducting enhanced deep cleanings that place special emphasis on all surfaces, display products, and highly trafficked areas.”

There are some of the basic and first step solutions to restart your business and gain your customers' trust back:

• Curbside pickup:

You can provide your customers with this exclusive feature right inside your retail customer portal. Your customers can select the date, time, and store location. At that specific time, your employees can go to the parking area and provide them with all their products. This requires less contact, saves everyone’s time, and helps your business to work smoothly.

• Scheduled delivery:

Let your users select their preferred date and time for the delivery. This again will be a win-win situation for you, the customers, and the delivery person. The delivery person doesn't need to do anymore back and forth to the customer's place nor do customers need to wait the whole day to receive their delivery. Hence, it saves time, fuel, and helps you provide over the top customer service.

• Provide multiple delivery options:

Provide your customers with multiple delivery options like curbside, in-store pickup, or home delivery. Customers can select which delivery option is comfortable for them. You can provide them this feature either on every product page or during checkout. Provide more ease while shopping without thinking much about delivery options. This will help you to retain customers and also attract new ones.

• Online payments:

In the post covid era, it is better and also recommended to avoid cash on delivery to avoid transmitting the virus. Keeping the safety of your delivery person, customers, and provide your customers with online payment. Now, using the Dynamics CRM customer portal for retail you can integrate an online payment gateway for your customers. Let them link it with their bank accounts and allow them to make an online payment.

• Maintain customer directory:

Maintain a directory of your regular customers so you can send them exclusive offers and promotions. You can send them special offers and promotional offers directly from the Dynamics CRM customer portal for your retail business.

Cater to them, make them feel special with your services, and keep them coming back to your store.

• Manage invoices:

Your Dynamics 365 customer portal can handle invoice generation. Rather than printing bills and sending them to each customer, you can show them invoices of their purchased products directly in the portal or send them via email. This helps you to provide all the detailed information to your customers and also do your bit for the environment.

• Limit people in store:

Limit the number of people allowed in the store. This will help you to maintain social distance and gain customer’s trust. Many retail companies have started doing this and it has helped them to get their customers back in the shop.

Conclusion:

This year has been tough on all of us in some way or another. But, how to find a way from it, move ahead, and grow your business is the key to success. Implement these steps and use the Dynamics CRM customer portal to its full potential to move ahead in your business, gain your customer’s trust, and try to adapt to the new normal.

What is the world’s leading CRM?

The answer we get is Salesforce

And when they get something huge for their customers, it gets even better!

Salesforce is expected to launch its long term pilot feature named “Dynamics Form” first demonstrated in Dreamforce 2018. Let’s see what is Dynamics Form and ways it can help our users.

Winter 2020 is here and last year Salesforce announced five anticipated releases which they rolled out this year.

• Recycle bin is coming in Lightning App Builder

• The all new Lightning mobile app

• Now you can print the lists from the Lightning app. Additionally, the printable view gives you the only parts of the screen you need

• Give away the plethora of counting unique opportunities now with Power of One filter
• Easily run schedule flows

 But, Dynamic Forms is the major release in the market. Let’s see it in brief:

What are Salesforce Dynamic Forms?

Dynamic forms are to create user centric, intuitive page layouts which will display proper information at the right time. With it, developers can put each field wherever they want on the Lightning page. No more classic page layouts, and combine layouts such that you can display the needed section on the screen.

Benefits of Dynamics Forms: 

• Upgrade to your page layout immediately so you can have a field and section wherever you want.

• Better page performance. You can put page and section headings in a way that it requires less page load time.

• It provides dynamic layouts to show or hide fields in section

• Reduce the number of page layout

A quick glimpse into how Salesforce Dynamics Form works:

Currently it is working only on custom objects and support for standard objects will be available later.

Salesforce Dynamic form brings out several new features:

• Fields Tab:

It is a left hand component pane and it contains fields associated with your custom object and field section component.

• Record Detail Component:

After you create the record page, you can simply drag and drop field section components and fields on the page. As dynamic forums are flexible you can easily organize, rearrange and even place sections in the tab.

If there are any existing record pages then too you can easily drag and drop the sections in an easier way. Just click on the Record Detail component and you can see on the top of Record Details properties pane.

Once you click on Upgrade Now the Salesforce Dynamic Form migration wizard starts. Go through the wizard and select the page layout which has fields that you want to migrate.

• Separate Marketing and System Tabs:

Marketing campaigns will show you the lead source and primary campaign source field whereas; system information will be available under system tab.

• Component Visibility:

Once you add the component to the page you can see component visibility on the side panel. It will provide you with multiple filter options.

Wrapping it up:

Salesforce Dynamic Forms is making it easier for developers to create Lightning page objects. This will lessen the workload of developers and instead helps to focus on more critical parts. If you have tried then do let us know your inputs for Salesforce Dynamic Forms.

About Us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for the right customer portal solution for your company, then we can help you. We have served in this industry for over a decade and have built many portals that have helped our customers. So, get in touch with us and we will help you develop custom web portal solutions.

Human interaction is a must in healthcare. We can't deny it. However, with the automation era, healthcare needs to adopt the modern approach to provide patients with a consumer-grade experience. One such approach is healthcare portal development. 

As consumers, patients are now looking for an intuitive interface. One that helps them interact with the healthcare professionals, keep a check on one's health condition, treatments, and guarantees faster service. Gone are the days where hospitals piled up the records and patients were fine waiting with no details. Now, they are informed and aware of the competition. They ask for details, quality services, and ease of access. They want a portal that caters to their individual needs.

This transition from a long waiting queue to available anytime is vital to enhance patient satisfaction and loyalty. Knowing where to start in patient portal development is tricky. So, we've articulated this article to help you out. 

When you look for portal development, ensure that the portal has features that offer you these benefits:

• Holistic Profile

Often, healthcare professionals find it challenging to treat the patients due to the lack of patient records. They don't know the medical history, previous ailments, and so on. The limited access then results in poor patient experience and satisfaction.

So, make sure that your healthcare portal allows creating detailed profiles of your patients. Patients can easily add their details and update them promptly. Ask your patient portal development company to add the feature to verify the details and documents. Grant access to the patient records so that you have their health details in your hand, including risk factors, social determinants, and more when they engage with you. 

• Streamlined Workflow

Hours of waiting, appointment scheduling, insurance settlements are the ultimate source of frustration. You and your staff get tired of managing different processes like call scripting and guidance, referral management, nurse triage, settlements, and other administrative tasks. On the other hand, patients get frustrated, waiting in the queue for appointments, bills and payments, and more. 

Thus, a healthcare portal development should provide seamless communication and operation management. Patients should be able to book appointments from the portal, pay bills digitally, and handle everything through their login space.

You and your staff should be able to handle all the processes from one place. Appointment notifications for reminding, entire schedule, listing patients according to priority, everything should be possible from one window. It will help you reduce call time and help everyone in the process.

• Patient Engagement

Engaging with patients and customers 24*7 builds trust and loyalty in patients. The more trust they have in your services, the more likely they are to refer you to their friends and relatives. Beryl Institute’s study found that 70 percent of patients share positive experiences, whereas 76 percent share a negative one. And you can lose around 40 percent of the potential patients if you don't adopt the patient-centered approach.

A portal should provide the ability to access the details 24*7. It should allow patients to interact with professionals via messages, ask questions, create notes, etc. Healthcare professionals should be able to revert, suggest some healthcare tips (if necessary), and guide the patients. This two-way communication will strengthen the patient-doctor relationship.  

• Clinical Analysis

If all the processes were streamlined - patients handling all their tasks electronically, staff managing their tasks would simplify the entire healthcare process. You would not only provide better equipment but world-class healthcare services. The patients' reports and the clinic's flow would help you make better plans for you and your patients. All this is achievable if you hire the right healthcare portal development company. 

A Final Thought

Though the portal looks like an exciting and useful approach, it's still challenging. Your patients can be from diverse regions, backgrounds, with different educational levels and age differences. Thus, you need to understand your target audience, create awareness of the portal services, explain the benefits, and help them access it. 

Portals are a one stop solution for companies to cater to their customers. The ease that companies get in handling and providing support to customers is commendable. Additionally, portals have also changed the way businesses interact with customers and vice versa.Today looking at the market potential of portals and CRMs many big and medium size companies are trying their hand at it. One such famous CRM is Microsoft’s Dynamics 365.

Microsoft Dynamics provides different types of portals like customer portal, partner portal, knowledge portal, etc. and each of them fulfills a different requirement. The main function of a portal is to bridge the gap between companies and customers.

Going further, let’s see Dynamics customer portal and partner portal in brief:

What is Dynamics 365 Customer Portal?

Dynamics customer portal bridges the gap between customers and companies. It provides access to exclusive content, chat, support, knowledge base, and many more things.

Here are the top three benefits of using customer portal:

Easy problem solving:

Efficiently solving problems is one of the major features of any customer portal. With Dynamics 365 customer portal you can use a ticket management system. You can use this feature and start solving your customers’ problems right from the portal. You don’t need to send them long emails or ask them to hold long call lines.

Power BI Integration:

Dynamics portal comes with an easy integration with Power BI. Now you can get the data from Power BI directly in your portal dashboard. Get the needed data insights in your dashboard and use it in decision making for your business.

Easy Configuration:

With Dynamics CRM customer portal companies can go one step further by providing the basic configuration. This will provide you with compact layouts and stacked elements so users can navigate the portal easily.

What is Dynamics 365 Partner Portal?

Dynamics Partner Portal provides your partners a login to aportal to get exclusive access to knowledge banks, opportunity management tools, customers’ data, account management activities, and more.

Here are the top three benefits of having Dynamics 365 Partner Portal:

Multi-partner collaboration:

This multi partner collaboration will make it easy for you to manage multiple partners and streamline work with each of them.

 Partner Lifecycle Management:

This allows them to onboard and manage  partners if needed to strengthen the partnership channel and increase selling. It streamlines all interactions with partners from giving them inventory updates, managing contracts, sales reports and more.

Deal registrations:

It allows vendors to gain early pipeline visibility to provide better deals, discounts, and benefits if and where needed.

Now, comes the main question: which type of portal should you go for? I would say this completely depends on your company’s requirements and user base. If you are planning to develop a portal for customers then you can opt for Dynamics customer portal. But, if you want your partners to use it then you require a Dynamics partner portal. Apart from this, if your requirement is for both of them, then you can go with both portals.

Once you decide the type of portal you need, you can go for customization to add or remove any particular feature. To do so you can reach out to any IT company like us which can help you to customize your Dynamics portal.

There are various third party Dynamics portals available in the market today which can easily integrate with your CRM. But our Dynamics 365 portal has some of the major benefits which help us to stand ahead of competitors.

Below are some of the important features of our portal:

Role based accessibility:

Admin can easily assign roles to each user and depending on the roles, assigned users can access the portal. Admin can create multiple groups, add contacts, and select relationships between contacts and entities.

Generate mass credentials:

Generating credentials can often be a tardy task for admin. But, not anymore with our portal solution. Admin can easily sync CRM contacts with the portal  and it can automatically generate credentials in bulk. Once credentials are generated they are sent to each user via mail. This ensures security and easy generation of credentials.

Custom module support:

Customizing a product till some extent is important to use it to its full potential. With our portal, customization becomes an easy task. No need to pay extra money for adding single modules. Easily create custom modules according to your business needs and carry out operations easily.

Case deflection:

This feature will let your end users search answers or solve their issues easily from within the portal itself. They can enter some specific keywords and find needed solutions. If they are unable to do so then they can create a case right from within the portal and you  can reply to these queries instead of repeatedly answering the same queries. .

SharePoint Add-on:

Sharepoint is an add-on supported by Dynamics which makes adding, editing, deleting of documents easy. Using SharePoint add-on you can easily make changes and sync those documents between Dynamics 365 portal, customer portal, and SharePoint in real time. Your customers can create, edit, delete, and even structure files according to their usage and put all data from all three platforms in sync.

Conclusion:

Portals have some of the major benefits for companies and when it comes to Dynamics customer portal and partner portal you can easily give it a chance. Take your business to the next level with the help of portals and bring the next big change in your business.

We know the importance of portals in a business. The endless self-service options, integrations, and features simplify the business operations and keep the communication with the customers going. 

If you want to give your customers an enhanced experience, integrating a SuiteCRM WordPress Customer Portal would be a good trick. However, it is overwhelming to identify the features of a customer portal. There would be a list of must-have features, whereas the one that might be required but not mandatory. Also, the system would have some standard features. You might choose to customize the standard features or add additional customized features. Overall, you need to consider a lot of things before finalizing a customer portal, or you can go with a SuiteCRM WordPress Plugin that allows easy customization of features along with a set of quality integrated features.  

Below, we have explored a few SuiteCRM WordPress Customer Portal features and why your business needs them.

• Organized Communication Channel

To keep the communication intact, you might have to consider customers, vendors, and partners. Besides, it could be one-to-one and one-to-many. Thus, if you integrate a portal, you will likely have to configure it for relationship settings. It has to be in a way that communication remains seamless. There are customer portals that are dynamic in terms of code. It means you can communicate without configuring the relationships with the contacts. The advantage is you won’t have to invest your time in handling the backend work or in discussion with the tech partner. 

• Custom Module Support

SuiteCRM WordPress Plugin provides numerous modules. You can customize the modules as per your specifications or leave it as it is. Some SuiteCRM customer portals consist of all the required CRM modules. You only need to enable them to use it. To simplify it further, the portal provides an easy configuration method. You can directly configure the modules from the portal without the help of a technical person. The custom module will automatically be in sync with contacts and other data modules in the CRM. It means everything would be effortless. Also, you can update the front-end quicker with the WordPress admin. 

• Case Deflection

Case deflection feature in SuiteCRM WordPress Customer Portal would allow your customers to self handle their queries. It will help customers to look for queries before generating a new ticket or case into the system. On the other side, your support team will be free of repetitive work instead can focus on more productive work. The feature would eliminate the need to solve repetitive questions. As for you, it would be easier to track your team’s performance.

You can enable the case deflection feature from the backend of your SuiteCRM WordPress Plugin. 

• Dynamic User Accessibility

With all the configurable modules, you would want to provide your customers with accessibility. But for that, you would need a feature that allows you to give access rights dynamically to all the modules. It would be required for custom modules too. 

Not only access, but also you will have to restrict the access for specific modules for specific customers. Thus, a role-based access feature would be of more use. It will help you share the data with necessary users by setting the user group. The security will further strengthen the trust in the customer relationship.

Conclusion

These features are a must-have for your customer portal. It gives you the freedom to improve the SuiteCRM customer portal services without any configurations. However, the features of the portal should align with your business requirements. They should be in addition to other features like sign-in, notifications, contacts, etc. 

While choosing your customer portal features, make sure they are in accordance with your customers’ and employees’ needs. The satisfaction of both is mandatory for a successful outcome.

Are you looking for a house? Google it. 

People are so used to the idea of the internet that they look for everything on it, whether it's searching for a website, product, real estate agent, broker, dealer, etc. The search doesn't stop here. In terms of the real estate business, the prospects even look for properties online. (In fact, NAR's statistics reveal that 95% of home buyers search online.) They don't feel like visiting 50 houses to confirm one. They rather prefer you having a real estate web portal development. A virtual space that shows them images, virtual tours, comprehensive study with ratings and reviews of the properties to create a final list or probably make a deal. 

And a SuiteCRM WordPress Plugin would be quite profitable.  Further, you can partner with a development company to help you in the customization. 

With the portal, you can easily advertise your properties and listings. Users can search for properties, book appointments, etc. Your team can focus on providing the users with the best possible properties. You will have a complete business flow process in front of you, in numbers and graphs. There's more to it. The CRM plugin will help you develop organized communication with the team and customers. You can access CRM data, provide customers with role-based access, and simplify the entire process.

And this is the right time to proceed with the development. The real estate industry's revenue is expected to be $4263.7 billion by 2025. 

So, what features should you incorporate in your real estate portal? 

• Listing Comparison and Detailed Feature

After finding potential properties, customers want to compare the listings to confirm a suitable one. Make sure you include a feature that lets them compare the listings. It will also help agents to view the listings' statistics. 

Besides, a detailed listing page will further give agents an idea about places near the property, like schools, parks, grocery stores etc. Customers can view if they have all the specifications required nearby the property. You can add images and videos to provide a better description of the properties. 

• Bookings and Calendar Synchronization

Let your customers book a visit or inquiry through the portal. Make sure you have a booking feature that allows customers to book directly. It will help you view all the bookings and plan your schedules accordingly. 

If you integrate the SuiteCRM WordPress plugin, you will be able to access the CRM data and sync it with your website.It will help you avoid double booking and miscommunication.

• Alerts, Notifications, and Live Chats

Some customers might have shortlisted a few properties or booked a visit. You can send them notifications and reminder alerts about the same. Emails about the property sale, details of the property, or other news would be better for conversion. 

Also, ask your real estate web portal development to provide a live chat feature. It will enable your visitors to get answers to their questions. To make it more efficient and reduce the support team's work, you can integrate chatbots into messaging. It would automate customer service. 

• VR Integration

What could be better than 3D property visualization? By integrating VR and 3D images, you can let your customers have a virtual tour of the property, right from their home. It will increase the chances of buying and the rating of the property. If customers know what they are buying, they will review it honestly. They might even refer you to others. 

• Mortgage Calculators

It's time to free your agents of manual calculations. Automate the calculations. Let customers know the monthly payment, number of installments, and interest rate without contacting the agent. 

You can choose to go with a readily available solution. Or, you can choose to go with a solution as the WordPress CRM plugin that has a whole set of features and still allows customization. 

Bottom Line 

The feature list doesn't end here. You need to integrate marketing tools, rating and review, admin features, agents related, customer-related, and extras. A real estate web portal development company can guide you. 

Not every customer prefers interaction with customer support representatives. Some even wish never to call the team and ask for updates, support, or any other reasons. For them, calls, live chats, texts, and customer support are like stepping out of their comfort zone. And that's not the kind of dissatisfaction you would want for your customers. However, you can't make everyone happy. But you can always try your best by providing better customer service through a customer portal. Even the stats say that 75% of customers prefer a self-service system to be more convenient than talking to a representative. 

Opting for a portal will not only benefit your customers, but even you will be at an advantage. By providing customers with a Salesforce customer portal, you can free your representatives of repetitive, unproductive tasks. Instead, they can focus on pressing services. Also, fewer support requests mean less investment in training the customer support team. Besides, it will help you bring more customers, thereby increasing your page authority. Last but not least, you can give back to your customers by educating them to understand your product and technology at a larger front. 

Portal is the right solution. Yet, there's a far more difference between empowering customers to find their solution and providing them with a tool to track answers. A useful customer portal is a multichannel solution that offers customers detailed information. There are several factors that together build the bridge. Learn what they are, to provide your customers with superior support. 

• Omnichannel Support

As of 2019, 51.5% of customers rely on mobile devices for accessing the internet over a desktop. Based on this number, do you think it would be wise to make customers access the portal via desktop? Certainly, not. 

Show them you genuinely care for them by adopting a Salesforce customer portal that's compatible with multiple devices.

Let them log in via a mobile phone or a desktop. Give them the privilege of anywhere anytime with responsive web pages or native apps. 

• Knowledge Base

Often, customers have more questions that a mass email can answer. Consider providing your customers with a pool of knowledge. It can be FAQs, informational blogs, trending topics, how to guides and articles, documentation, or more.

Discussion forums or online groups would also help customers find solutions together. It would help them learn and grow, further reducing the dependency on your support team. Instead, as the business grows, these forums can act as a community of a support team. You won't need to invest in it. 

Coming back, I would suggest going with a Salesforce customer portal. Because it easily integrates with WordPress, the king of CMS. Besides, you can create forums and discussion groups for your customers. 

• Accessibility

The last thing a customer wants to deal with (if unavoidable) is technical complexity. They look for easy to use functions, like a single click to land on the blog page, a few steps to view history. If your customers can't access the knowledge base or other features seamlessly, they may abandon the portal. And it may affect your business directly or indirectly. Because losing even one  customer is a huge loss in the long run.

An effective portal will ensure that you and your customers don't have to deal with complexities. They integrate with different solutions and are easy to use.

• Customization

Every customer is a designer in their own way. They often look to customize their spaces. It can be as easy as turning the app to dark mode, adding custom background wallpapers, or personalizing the screen's look using available templates.

When it comes to portals, many businesses prefer open source. It's not a bad idea. By customizing the code, it's possible to change the layout of the portal window. However, that's more of an advantage for technical people. As a general user, your customer may find it difficult or impossible to create the attractive portal. However, a simple drag and drop with templates would help them customize the portal quickly. 

•  Data Security

Businesses often look for solutions that are safe and secure because it would be catastrophic if customer information and business critical information leaks. A plugin that integrates with CRM and CMS but doesn't store the data of your customers is exactly what you need!

Salesforce Customer Portal is precisely what you want. It doesn't store or fetch the data to the providers' database. It merely integrates and acts as an interface to access the data.

In a Nutshell

Customer behavior has changed, and also the business process. Turning towards portals is not an option anymore. Instead, it's a necessity. Only an effective portal that implies with factors mentioned above can yield you results!

Good customer experience is one of the driving forces behind having a successful business in this competitive market. According to research done by Salesforce, 80% of decision makers think that having a better customer experience is one of the most important things. Today customers are giving equal importance to good experience as they give to products and services.This has made it challenging for businesses to always be on their toes, go one step ahead and serve their customers better. To ease this entire process of making customer experience better technology has helped a lot. One such thing is new in the field of customer service and that is AI.

More than half the work decreased when portals were introduced in the market. And now going one step further, companies have started introducing AI in portals. This has made lots of tasks of customer agents easy and helped them increase their productivity.

Let’s see ways AI is helping your customer agents serve your customers better:

Case Handling:

When your customer is facing issues they are very likely to look up the solution on the portal and solve it on their own. But, if they can’t then they will generate a ticket or live chat with your employees. Followed by a quick Q&A.

Whereas, with the intervention of AI, you can build a Chabot and instill in live chat. Chabots with the help of machine learning can talk with customers in the first phase, gather all the information or problems they are facing and pass it to your customers.

Now, your employees can solve these issues faster and customers too will not have to wait much for response.

Better employee insights:

Continuously checking and micro-managing your customer agent is not the acceptable thing. They are very likely to get disturbed and might not be able to work efficiently. In such cases, AI can help you. You can now get insights into their performance, their problem solving strategies, how they help customers, time taken to solve each problem, and more.

You can gather all this information and understand which points are making your employees slow. So, in turn you can decide which areas your employees need to have more training or define different ways to solve their issues.

Personalized recommendations:

Understanding your customers’ previous purchases and recommending things to them on the basis of it is an important thing. It is also one of the ways to provide better customer service to your customers.

For example, suppose your user has added some item in the cart then during the checkout you can recommend them certain items from their wishlists which will go with the product they are purchasing. Just like Myntra! They always recommend to you other products as well on the basis of your previous purchase, size, location, and many more. This will help you to know your customers better, their choices, and serve them in the right way.

Predict future trends:

Using AI you can predict future trends of the market on the basis of your customers’ pain points. This will help you to serve your customers in the right way but also set a new trend in the market.

With the help of AI you can predict the future trends of your market. This will help you to understand your customers better, serve them in the right way, and change the marketing strategy according to the future preferences.

This will help you to serve your customers better, know their choice and recommend on its basis, stay ahead of competition.

Prioritization of work:

Prioritizing work is a major concern which leads to lethargic work. It helps to serve your customers in the right way. With the help of AI algorithms you can define which thing is in the priority and further it makes the decision on the basis of it.

Wrapping up:

Artificial intelligence is not new but with time people have started using it in business to serve their customers better. There are multiple platforms that provide this solution but the best solution is a portal with salesforce wordpress integration.

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 time of the day. This makes you available on calls and emails round the clock. Many times it becomes difficult to have proper personal and professional balance.

To manage all this as a freelancer let’s see the top seven ways a customer portal can help you in your work: 

• Professional appearance:

The portal plugin works with your WordPress website. With this plugin, their requirements are better managed and so is their communication with you. Your brand appears more put together and streamlined to your clients. 

• Speeds up communication process:

Now with the help of portals you don’t need to look up old emails every now and then. You can just search any emails in the portal itself. With the customer getting direct and real time access to the work, it eliminates the need for emails and calls for updates. 

• Working hours:

With the help of WordPress customer portal you can easily show your working hours to customers. This will make it easy for them to know the correct time and medium to contact you. It will also add a perfect personal and professional balance which is much needed as a freelancer.

• Easy to use:

Providing ease to your customers is the first rule. Some of your customers might know ways to use the tool you are using while some might not. But, with WordPress client portal plugin this becomes easy. You customers can easily get along with this. When the platform you work on is user friendly, customers will automatically associate that ease of work with you and your brand.

• Customization options:

You can anytime add or remove extra modules in the portal on the basis of the services you provide. Suppose, you are providing one service, let’s say graphic designing, then you start providing photo editing services as well, then, you can add that module in your portal.

• Manage Contracts:

Paperwork can be a tedious task. But, with WordPress client portal you can easily manage contracts directly from the portal. Your clients and you will have access to it from anywhere at any time. So, now be it local or international clients, get the contracts signed directly from the portal. Increase transparency and serve better!

• Security:

Security is one of the important aspects for any product. Client portals have a lot of confidential data about your clients so it is important to use the latest security algorithms. So, make sure that you provide a secure customer portal.

Conclusion:

Being a freelancer can be a difficult job as you might need to be a multitasker. This is when a customer portal can come to the rescue. Get the best out of the customer portal and serve them the right way.

Choosing the perfect operation software like CRM and ERP for your organization is vital as it complements and meets the goals. Microsoft Dynamics is the best platform for a 360-degree vision of insights and processes of business operations.

The impactful tools of Dynamics 365 assist your sales and marketing teams and help you stand ahead of the competition. Additionally, you can integrate it into your CRM and portals and use the combined power of the Dynamics CRM portal. It provides excellent functionality, performance, and security. It helps you scale and change your solution according to your organization.

Let's discuss the top twelve reasons on why you should choose Microsoft Dynamics 365 for your company:

• Data Centralization:

Data centralization happens by integrating other applications, cloud services, and external data sources. It includes accounting databases, email marketing, websites, surveys, etc.

Using this, you can find your strengths and weaknesses. This helps you measure performance using data visualizations. Apart from this, it keeps the organization informed with essential metrics and helps you make better decisions.

• Customer relationships:

Consistency in customer experience can help businesses keep their client base. Integrated sales, marketing, and customer service platforms help connect every source of customer information across all channels. Additionally, you can even integrate this information with webchat and self-service portals.

• Integrations:

Dynamics 365 integrates with Office 365 and other Microsoft platforms, which has more efficiency and productivity. It integrates with useful and familiar applications like Outlook, Excel, and Word. You can also integrate Dynamics 365 with other CRMs like SAP and Salesforce. Apart from this, you can use various portals like Dynamics CRM customer portal, a self-service portal, etc. to bridge the gap between CRM and websites.

• Data Security:

Microsoft is known for securing its customers' data. All its products, along with Dynamics 365, meet the EU criteria, including GDPR. When we go through MS Dynamics 365 compliance, it shows that all your customers' data is safe in the Microsoft cloud.

• Timely updates:

Microsoft has a strong team of researchers who try their best practices for Dynamics 365. This helps them stay ahead in the rat race and make sure their customers' lives are easy.

• Process Automation:

With Microsoft Dynamics 365, you can create a rule for processes that can customize it based on your business needs. This will help you to put an end to repetitive manual tasks. It notifies you to approve the process of seamless by following some guided procedures. It helps you in reaching successful outcomes and also provides great data quality.

• Accessibility:

Using Microsoft Dynamics 365, you can synchronize it across iOS, Windows, and Android devices. This enables productivity and helps you and your team members to stay on the same page.

• Usability:

Microsoft prefers to add a touch of its Windows everywhere. The same thing is with Microsoft Dynamics 365. You feel like using your Windows computer only. This familiarizes you with the interface and increases your and your employees' productivity. 

• Accessibility roles:

System administrators can provide accessibility roles to certain users. This ensures the right information is delivered to the right person regardless of using Outlook or a web interface.

• Targets marketing campaigns:

Currently, customers must know about the offers and new services a business provides. Microsoft CRM offers a marketing automation module which simplifies the following tasks:

• Building customer
• Lead lists
• Developing marketing campaigns
• Target specific customers
• Tracking results of these campaigns
• Creating follow-up marketing campaigns

• Keeping employees updated:

Microsoft Dynamics CRM design helps your staff be more productive both in the office and out of the office. They can filter needed information like meeting updates, sales details, or customer information from anywhere at any time.

• Improves efficiency:

Microsoft Dynamics CRM workflow engine enables businesses to automate business processes in many ways. It provides an ease to your employees from tedious work by automating repetitive, time-consuming tasks.

It notifies your staff about customer issues and sends important messages to customers and partners. This helps to solve customer problems and provide better service.

Conclusion:

Many CRM and portal options are available in the market, but Dynamics CRM and Dynamics CRM portal add on still lead the market. With every update, they try to make it better to bring ease to businesses, their customers, and employees.

Non-Governmental organizations play a vital role in the growth of any society, community, or country. In many cases, they can also bridge the gap between governmental bodies and citizens. They have a huge impact on the lives of youth in a community or a country by encouraging core values of empathy and understanding.

Each NGO has their goal and impact they want to make in the society but there are a lot of hurdles they have to overcome. With the rapid development in technology, there are a lot of companies that are helping NGOs to achieve more with the help of technology.

One such company is Salesforce. Over the years, they have understood the pain points of NGOs and made a dedicated product for them named Salesforce Nonprofit Cloud. To know more about this product, read our blog: Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)

In this article, we are going to talk about the problems NGOs face and the ways Salesforce’s NPSP is the perfect solution.

Lack of Funds:

No matter how big the NGO is, most of them face this issue either directly or indirectly. To execute any campaign, giveaways, or plan an initiative require funds. The main problem here is finding the source of funding. Constantly seeking out people and organizations other than government bodies for donations becomes tedious and time-consuming.

Solution:

Salesforce Cloud gets the donation management part streamlined.

You can increase your online donations by creating online forms named giving pages in Salesforce. It helps you with one time as well as recurring donations from your supporters. It is integrated with Google Analytics so it becomes easy for your team members to keep track of your donors.

Going one step further, you can also use the power of data and understand the flow in which your donations were made. You can also start an cemail campaign and add links to giving pages so it becomes easy for your users to make donations. Don’t worry about data duplication because with the help of Salesforce’s Platform Data Integrity you can eliminate duplicate contacts and avoid issues of spamming your donor’s email ids.

Additionally, you can use all this data in your organization, collaborate with your employees to brainstorm together in different ways to aware more people and thus increase funds.

Chaos in Managing Programs:

With an everyday increase in the number of people, events, and initiatives it becomes difficult to manage while scaling your operations. Because as you grow, along with you, your donor base, their records, and the amount of data grows as well. Hence, it becomes difficult to manage all this information in a secure way.

Solution:

With the help of Salesforce NPSP’s program management module you can easily manage complex and big programs effortlessly. Your customer support staff can provide your customers with support anytime and anywhere via chat, voice mails, calls, messages, or social media platforms. This allows you to scale your operations while keeping one-on-one relationships with your donors as well as your volunteers.

Lack of Volunteers:

Volunteers are an important part of any NGO. They are the ones who work day and night to make any event successful. But it is not always easy to get volunteers on-board as well as manage each and every volunteer’s schedule.

Solution:

Volunteers for Salesforce app helps you to manage volunteers, you can thank them for their devoted time, help them find any volunteer opportunities matching their skill set, and keep them engaged by posting volunteer opportunities. This way an NGO can easily on-board their volunteers and keep them volunteers engaged.

Difficulty in Managing Donors:

With a growing NGO, there is also an increase in your donor base and managing all of them, along with hosting events and fundraisers is tough.

Solution:

Salesforce case management helps you to attend your donors better. On the case manager home page you can have detailed information about calls, incidents logged, and necessary tasks. This will help you plan your entire day ahead.

With just a few clicks you can know where your donor/volunteer is stuck and with the help of knowledge base, documentation and programs, you can help them move forward. You can create case notes and save them as a draft with some specific topic so you can finish it in near future. In this module, it also becomes easy to search for your donor/volunteer, assess their donations/volunteer work, and understand its impact.

Running an NGO has its own challenges but now with the help of technology, we can come together to solve major issues.

Technology when used for good can change the world.

With the help of Salesforce NPSP together we are changing the world.

About Us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for the right technology partner to help you deploy your Salesforce NPSP, then you are in the right space. We have served in this industry for a decade and have helped many NGOs deploy NPSP along with a good portal solution. Get in touch with us and we’ll help you kick start your journey towards making this world a better place.

We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs. Today we are going to talk about Salesforce Communities in detail and understand its different licenses and which one to use.

What is Salesforce Community?

In 2013, Salesforce introduced Community cloud with an aim to create a platform for customers, partners, and employees. It provides companies to work effectively, understand their customers’ requirements, and fulfill it. In simple terms, you can also say that the Salesforce community is the advanced version of portals.

With the help of communities, your users can work collaboratively. It is built on the Salesforce platform and easily integrates with CRM.

Communities are developed such that they can be perfect choices for your partners, customers, vendors, employees, or anyone else.

Let’s see each type in brief:

- Customer Community

- Customer Community Plus

- Partner Community

You can see each of them in brief and understand the differences between portals and communities in our previous blog post here.

Each of them has its own merits and demerits. They are a vital part of Salesforce products and can be useful in a variety of professions. Over the years, communities help a lot to enhance businesses in three major areas.

- Enhance brand experience

- Provide a dedicated space to users

- Culture of collaboration

Costs of each of them and features they provide:

Customer community/ Partner Community is available for $2/ login or $5/member on a monthly basis. It provides features like:

- Digital Experience Management

- Customer Service and Account Portal Templates

- Knowledge

- Case Management

- Lightning Flow Automation

On the other hand, Customer Community Plus is available for $6/ login or $15/ member on a monthly basis. In addition, to the above features in Customer Community Plus, you get below features.

- Roles and Advanced Sharing

- Delegated Administration

- Customizable Reports and Dashboards

Talking about the licenses, Salesforce provides access to these communities’ plans in various licenses.

Salesforce provides licenses in six different types of licenses. Listed below:

• Customer Community:

It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge. You can also use the customer community with personal accounts.

• Customer Community Plus:

Customer Community Plus is useful for business to consumer experiences with external users who have access to reports and dashboards and need advanced sharing options. Customer Community Plus can also be used with personal accounts.

• Partner Community:

Partner community is useful for B2B communication. It gives access to sales data like partner relationship management and can’t be useful for personal accounts.

• Commerce Portals:

Commerce portals are for custom digital experience to engage any external users, like brand engagement and customer loyalty. It provides limited access to CRM objects and can be used with personal accounts.

• External Apps:

External apps are very customizable experiences while incorporating CRM objects, custom objects, and external data and require additional storage. Its ideal use case is a dealer, vendor, or supplier portal. It is useful for franchise management, marketplaces, and multi-level marketing. The external app's license cannot be useful with personal accounts.

• Channel Account:

It is useful for business to business communities and portals that calculate their usage on the basis of numbers of partners instead of numbers of individual users.

Each of the above mentioned licenses is available in two ways i.e.:

- Member-based

- Login-based

Difference between both types of license:

Community member-based license is similar to standard Salesforce internal license. External users who have member-based licenses can have access to a community multiple times. But, they do not have access to internal organizations.

Whereas, in login based license you need to purchase a specific number of logins for monthly usage. Here, external users can use one log in each time they log into the community. After that, they can use the same credentials multiple times for the same day. Additionally, once logged in they can easily switch between communities. You can configure the session timeout period of login to a maximum of 24 hours.

Well, that's a lot of information about the Salesforce license. Now, comes the main question. Which license should you purchase?

All types of licenses serve different purposes. Decide on the basis of your company’s requirements and see to it that it fulfills the requirements.

If you are still establishing yourself in the market and thinking of going with a portal then Salesforce customer portal is where you should get started.

 In Salesforce’s own words, Salesforce Nonprofit Success Pack or NPSP is the nonprofit technology built on the world’s number one CRM i.e. Salesforce. It was built by Salesforce’s nonprofit community of 47,000 nonprofits which makes this solution perfect for any nonprofit organization that is looking to streamline their operations including donor management, donation management, as well as volunteer management.

Let’s first try and understand the offering of Salesforce’s NPSP.

Salesforce provides this success pack for nonprofits for free. But, there’s a catch. It is only free up to 10 users which seems reasonable and doable but to get it properly configured and get started with it, you’ll have to seek out a consultation or a development firm which makes it not so free a solution.

What comes in this Salesforce Nonprofit Success Pack?

Well, for starters, it has the general Salesforce tech and nonprofit success pack making it just the right solution for a nonprofit to get started. It is built with the relationship-first ideology to help you with constituent relationship management.

What is Salesforce NPSP?

Salesforce Nonprofit Success Pack or NPSP is essentially a free solution to get a nonprofit organization started with the help of Salesforce NPSP.

Salesforce uses a standard data model to organize data and their NPSP uses a similar data model for its functions as well as expansion. This model is created in such a way that it is easier for any layperson to understand how data is organized in context to a spreadsheet or database. To know more about Salesforce’s data model, check out their piece on NPSP basics from here. After reading their piece, you’ll have a clear understanding of some of Salesforce terminology like objects, fields, records, etc. which will make it easier to understand NPSP.

NPSP Features: Explained in Details

NPSP’s focus being on nonprofit organizations, it is packed with features that are specially made for it. Let’s go through them:

- Donor management
- Donation management
- Engagement management
- Volunteer management
- Campaign management
- Analytics

Donor management

The most important part of a nonprofit organization is their donors. In order to keep track of them, you need a good donor management system. This enables you to know details like their age group, their varying or consistent interests in your campaigns, the cause they want to support, etc.

Donor management also gives donors a simple way to make donations, claim charity related items, like from auction campaigns, etc.

With donor information and analysis, you can easily build and curate campaigns, send out event invites, etc. that will have better turnout and help you raise more funds.

Donation management

With donors, come donations. Managing these can be a herculean task. Donation management tools can help you bifurcate monetary donations to causes, art to auction campaigns, etc. It can also be used to get a view of recurring donations such that happens via brand tie-ups.

Engagement management

Running a nonprofit organization is nothing more than building long-lasting relationships with your donors, volunteers, program participants, constituents, and more. And how would you do that? By monitoring, tracking, and managing their engagement with your nonprofit.

Salesforce’s nonprofit pack equips you with just the right tools for engagement management like:

You can set up campaigns to track and manage engagement of your constituents
Craft, track, and manage the onboarding process of your volunteers
Understand how your donors are engaging with your nonprofit
Or you can even track any program participants you might have and their engagement with you

Insights into how your stakeholders or audience is interacting with your organization is the key to any business’ growth.

Volunteer management

When it comes to a large nonprofit organization, volunteers make or break their success. Volunteer management features provide a smooth onboarding process for them, lets them select their schedule, and pick up tasks based on their skillset. This enables smooth operation. While this is crucial during campaigns and events, it is even more important to keep things running smoothly when not much is happening.

Campaign management

You can build and manage entire campaigns from the NPSP portal. Run email campaigns, carry out a detailed social media campaign, and even run ones that are outside Salesforce. New member sign-ups can happen automatically in response to these campaigns, requiring a single effort to start the onboarding process.

Analytics

Data is great. But it means nothing without analytics. That’s why NPSP gives you built-in reports for various things. You can keep a track of donations based on defined criteria, see the consistency of campaigns, and more. A dashboard lets you glance at all these reports on a daily basis, which can prove effective during an active campaign in order to strategize in run time.

What NPSP offers is much greater than this blog. So, it will be followed by two more detailed blogs about:

- How to use Salesforce NPSP features
- How to maximize the outcome with Salesforce NPSP

to provide you with further information on Salesforce Nonprofit Success Pack.

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 like yours an upper hand. And sometimes that can raise further questions like which portal to invest in? Should you be going with a portal or a community?

What is Salesforce Partner Portal?

 

Increased efficiency of your channel sales funnel

Increased ROI

Access to data from anywhere anytime

What is Salesforce Customer Portal?

Omnichannel support

Easy integration

Online forum

Salesforce Customer Portal Vs Partner Portal

When we talk about CRMs or portals the first thing which comes to our mind is Salesforce. They are and have been ruling the industry for more than a decade now. The reason for their success is that they understand their market deeply and have been known to launch products that complement their CRM creating a perfect flow for customer communication for their clients.

The complimentary products that we are talking about here are portals and communities. If you’ve been following Salesforce or have been using it for a long time now, then you might be aware of what they are, their functionalities, and how they benefit organizations.

In this blog, we are going to discuss:

- Types of Salesforce portals and their functionalities

- Salesforce communities

- Difference between Salesforce Portals and Communities

- Which one to choose?

Today almost every organization we interact with is through Portals. Believe it or not, it’s true.

These portals have taken up the market and revolutionized the ways people interact with companies and vice versa. According to research done by Nuance, 67% of people prefer to use self-service portals instead of getting on a call or emailing with company employees.

Portals not only changed the way users interact with the companies but they also gave users a chance to learn and explore things on their own.

And these portals are not limited to customer interactions. They go beyond.

Three major types of Salesforce portals:

Self-service portal:

Nowadays customers prefer to solve their problems even the technical ones on their own. Self-service portals help them by redirecting them to the right FAQs, blog posts, technical documents, videos, etc. so that they can resolve the issue on their own. This reduces the communication between your customers and customer support while creating a win-win situation for both. Your support can work more productively and customers don't need to wait to get their answers.

Customer portal:

Salesforce.com Customer Portal provides customers with an online channel to communicate with customer executives and solve their issues. They help to streamline communication and provide easy and fast solutions. Portals are also helping companies to provide 24/7 support to their customers regardless of time zones and geographic shortcomings.

Their customer portal is somewhat similar to the self-service portal except that you’ll be providing your customers with a different interface to interact with you rather than doing it directly from your website or web app.

Partner portal:

Salesforce partner portal is for your sales and channel partners. They have access to the core features of Salesforce CRM. The partner portal also provides partners with leads and customer conversion opportunities.

Portal is a neat way to communicate with different entities associated with your business. But, this is not all where Salesforce stopped. They wanted to make portals more branded, collaborative, and bring a change in the way users and companies interact with each other.

Hence in 2013, Salesforce introduced Community Cloud with an aim to share information and collaborate with people more effectively. It provides companies with the tools to create online communities by connecting with customers, external partners, and employees.

Salesforce Community Cloud is available in three tiers. They are:

- Customer Community

- Customer Community Plus

- Partner Community

Depending on your company’s requirements you can purchase any one of the licenses. The customer community is useful for support and feedback. For online collaboration, handling internal employee communities, HR, or IT teams, the customer community plus is useful. Lastly, the partner community is useful to B2B businesses as you can create a flow for qualifying leads, tracking revenue, and providing product training.

Community clouds are taking over the market due to its high scalability, no coding requirements, libraries filled with rich scalable templates, easy third party integrations, and custom made components, and more.

You can build communities based on the entities you interact for different purposes.

Now let’s look at the differences between Salesforce customer portal and Communities:

Portals and community clouds have the same structural features but differ in the way people interact with them.

- Portals provide external users the ability to access Salesforce whereas community clouds connect the internal users together in Salesforce.

- External users like partners or customers can communicate via Chatter in Communities. While on the other hand, portals don't support Chatter.

- Communities are visually appealing and have easy to navigate user interfaces while portals’ user interface might look a little outdated.

- Cost-wise portals are reasonable as compared to Salesforce community cloud.

- Portal is an extension of your CRM and users can access or view information limited to their account. Whereas, communities reside inside your organization and can be accessed globally.

- Various portals like knowledge portal, self-service portal, customer portal, partner portal, etc. are used for different purposes. Whereas, communities provide one platform to share knowledge with users, easy communication between users, employees, and partners, drive more sales by connecting with distributors and resellers, enhance user engagement, workflow, and content all from one place.

- Community cloud comes with the integration of site.com for content management, android and iOS version, integration of Salesforce Einstein, Chatter, enhanced security, and many more.

Now, comes the main question, what should you use: Salesforce Customer Portal or Communities?

Even today Salesforce portals are the most searched and most used products. But, over the course, they will soon be replaced with Community Cloud. So if you are a company using a customer portal for a few years now, then it might be time to start looking to switch to community cloud.

But if you are a company that’s just starting out or is just starting to scale then the Salesforce portal is the right option.

Portals and communities are the same in some ways and a lot different in others. The right decision lies with knowing your requirements, the stage your company’s at, and especially, what your customers expect from you.

Nowadays everything and every business we interact with is through portals. Be it searching something via web or app. Your users’ first medium of interaction is a portal.

There are various types of portals available like self-service portal, web portal, knowledge portal and many more. Many companies are growing solely by providing portals to businesses. In the current times they are very powerful tools to get users and interact with them effectively.

Talking about web portal; let's first know what web portals are?

According to LifeRay, “A portal is a web-based platform that collects information from different sources into a single user interface and presents users with the most relevant information for their context. Over time, simple web portals have evolved into portal platforms that support digital customer experience initiatives.”

In simpler terms we can say, portals provide users with easy and curated access to company’s information. There are various types of web portal solutions available like:

• Employee portal
• Job portal
• Partner portal
• Knowledge portal
• Vendor management portal

And many more.

Here, we are going to talk about recruitment web portal or job portal. We will discuss how it helps recruitment firms, HRs, employers, and people looking for jobs. Additionally, we’ll talk about the features an ideal job portal should have.

What is a Job Portal?

The simplest example of a job portal is LinkedIn. Well, a part of it, actually. 

Job portal is a platform where everyone who is looking for a job and people who are hiring come together to find the right job or the right candidate for the job. Both the parties, job seekers and employers, have their own logins and dashboards and features.

So let's look at some of the must have features and aspects of job portals and what are its advantages.

• UI/UX:

It is very important to have a visually appealing and easy to navigate portal. Make sure that the UI/UX of your portal is representing your company’s brand. Having good UI/UX will make sure your users return to your site for their job seeking or hiring. 

Going one step further, if you are a recruitment firm and looking for web portal development services, then you can hire a company which helps you to create a custom job portal and add features according to your business processes. With easy and simple UI/UX. 

• Multi language support:

Just imagine, you are a firm operating from Canada then any person staying in another country who is looking for a job in Canada is very likely to come to your website, create their account and start looking for job opportunities. 

Looking at another side of the coin, let’s say your recruitment firm has a tie up with different companies in different countries then it is okay to say that you have global presence and global user base.

In both the scenarios, you need to make sure that language is not becoming a barrier for your users to interact with your web portal. Hence, make sure that your portal is supporting multiple languages. Build your portal in such a way that your user can interact with it in any language they are comfortable with.

• Easy to Navigate:

Easy navigation in your web portal plays a very vital role in retaining your customers. Make sure that your users understand your portal, are getting clear instructions about the next steps and are not getting lost on your website.

• Features: 

Firstly, make sure to not bombard your users with long questions while building their profile. According to the current market trends, users don’t like it and are likely to leave your website. Instead ask them crisp, clear, and precise questions. Short questions save time for your users and they don’t leave the website halfway.

In your job portal you can provide your users with features like resume building, importing resume, or uploading from computer. Make sure to keep resume building feature easy to understand, hassle free and dynamic.

Going ahead, you can provide your users with keyword search options, filter search, location based search, education based, part-time, full-time, and many more. This makes it easy for them to search the opportunities they are looking for. Additionally, they can also easily apply for it if they like it.

Final words:

Being a recruitment firm, it is better to have a job portal as it brings all your users at one place and provides them with necessary information. Rather than going for pre-developed portals, it is better to have a company which helps you with web portal development. They will understand your requirements specifically and develop features that are centered around your business logic.