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Maulik Shah's Blog (128)

Guide to Partner Portal Best Practices

“Alone we can do so little, but together we can do so much” – Helen Keller.

This is the motto of businesses today. We are likely to see every business using a partner portal to automate their engagement process in this digital era. However, too often, partner portals fail to deliver the core promise because they lack important features. What are they? How do we know partner portal best practices? Both are fair questions, and in this article, I will try to explain those in a structured…

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Added by Maulik Shah on September 22, 2021 at 1:09am — No Comments

Web Portal Software – A Guide [2021 Edition]

Since the pandemic has turned every one to work remotely, the need for an online presence has increased. With that, it has become important for businesses to look for web portal software that will allow them to automate tasks, track operations, and significantly increase customer, employee, and partner engagement. But what type of web portal do you need? What will be the development cost? What factors affect the cost?

This article will cover web portal software, including types,…

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Added by Maulik Shah on September 14, 2021 at 1:40am — No Comments

Patient Portal Development: A Comprehensive Guide

With the implementation of technology for healthcare records, patient portals have become incredibly popular in the past few years. Healthcare organizations are looking to find the best patient portal development companies to develop one, irrespective of their size and specialty.

Patient Portal Development: A Comprehensive Guide

You can think of patient portals as the Swiss Army knives of medical software. They’re unbelievably…

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Added by Maulik Shah on July 23, 2021 at 4:55am — No Comments

How Dynamics 365 Case Management helps you Manage Customer Queries

What does great customer service mean to you?



How Dynamics 365 Case Management helps you Manage Customer Queries

It is supporting your customers in all the possible ways on time. For example, when they reach out with a question or problem, answering them instantly.

"Please hold while we transfer you. You are valuable to us." This is not what they like to hear. No one…

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Added by Maulik Shah on July 21, 2021 at 3:00am — No Comments

Features to Add to Your Customer Portal Requirement List

Ms. Becky has a travel and hospitality business. She wanted to provide her customers with excellent service by introducing a self-service customer portal. But the results were not as expected. After analyzing, she realized that clarity on customer portal requirements is essential. But, unfortunately, she missed out on the customers’ needs and the essential features for custom portal development.…



Features to Add to Your Customer Portal Requirement List
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Added by Maulik Shah on July 11, 2021 at 12:20am — No Comments

Supplier Management Best Practices to Follow in 2021

Do you know effective procurement can enhance customer experience?

Look at it this way - unless you receive the goods on time, you can't proceed further. If the supplies are not delivered on time, it will result in late deliveries, which will affect customer experience and sales. So, while focusing on customer relationships, you have to focus on supplier management too.

Supplier management…

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Added by Maulik Shah on June 30, 2021 at 8:30am — No Comments

Web Sales Portal: Your Easy Way to Modernize Sales Management

Picture this. You are a big organization’s owner with a large customer base and numerous sales channels. What would be your first approach to manage them? You obviously wouldn't want to start your day by swamping yourself with compiling scattered sales data. Neither would you want to open those exhausting big spreadsheets to analyze individual sales reps’ data to track progress or call or email them.

Instead, you would want to…

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Added by Maulik Shah on June 28, 2021 at 5:00am — No Comments

Dynamics 365 Self Service Portal - To Manage Dynamics Operations Better

Self-service is the future of customer service, and businesses have started realizing it. Gone are the days where customers would have to call or email companies to register their problems and follow up on them until they are solved. Instead, businesses today look for customer service solutions that endow their customers with more flexibility and enhance their experience. Similarly, companies are also on the hunt for ways to automate their employee management and…

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Added by Maulik Shah on June 22, 2021 at 6:30am — No Comments

Salesforce Case Management Best Practices to Follow in 2021 and Ahead

For any organization, there are various aspects that you need to take care of. And support service is an important one among them. When it comes to IT support services, case management holds great importance.

Salesforce Case Management Best Practices to Follow in 2021 and Ahead

What is Case Management?

Case management (also referred to as a ticketing system) is a vital aspect of an IT…

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Added by Maulik Shah on June 14, 2021 at 7:22am — No Comments

All You Need to Know about Channel Management Process

The channel management process is a cost-effective way to expand a business globally by partnering with aligned organizations to sell your products and services. The channel management process involves some level of control over the performance of an individual or team as your partner. While managing these channels, there may be some challenges that your business may face to ensure a mutually beneficial relationship.…

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Added by Maulik Shah on June 9, 2021 at 7:10am — No Comments

Latest Trends and Must-have Features of Real Estate Portal

According to a survey by global statistics consolidator Statista, real estate website visits were more than 120 million times each month. Another study, according to a 2019 National association of Realtor’s profile of home buyers and sellers, states that…

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Added by Maulik Shah on May 25, 2021 at 7:00am — No Comments

How Different Industries Use Dynamics 365 Portal



Managing and maintaining records is always a tough and tedious task. But as the saying goes, 'There is always a solution for each problem.' Here, a Dynamics 365 portal is a solution that can resolve all of your small or big business problems.

From gathering engagements to analyzing progress or managing inventories to track a shipment process, every work is possible to manage by a single portal. It…

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Added by Maulik Shah on May 19, 2021 at 5:00am — No Comments

How Different Industries Use Dynamics 365 Portal



Managing and maintaining records is always a tough and tedious task. But as the saying goes, 'There is always a solution for each problem.' Here, a Dynamics 365 portal is a solution that can resolve all of your small or big business problems.

From gathering engagements to analyzing progress or managing inventories to track a shipment process, every work is possible to manage by a single portal. It…

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Added by Maulik Shah on May 19, 2021 at 5:00am — No Comments

Your Full Guide to Customer Relationship Management Strategy

CRM stands for Customer Relationship Management. It refers to all the technologies, tools, and strategies that businesses use to gain new customers and retain existing ones. It also refers to the technology or platform that helps a business achieve optimized sales and business processes.





A customer management strategy typically includes a lot of things. They comprise goals to enhance sales and ROI, create…

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Added by Maulik Shah on May 13, 2021 at 4:16am — No Comments

Work from Home Portal Solutions: To Simplify Remote Work

Many companies across the globe have already embraced the work from home culture and are investing in the work from home technology solutions.

When it comes to the work from home technology solutions, work from home portal solutions can play a significant role in making it easier and more efficient. If you run an organization and are wondering how a work…

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Added by Maulik Shah on May 12, 2021 at 3:00am — No Comments

Legal Matter Management: A Wiki Guide

Every law firm has its unique system for managing its clients and getting the work done. Each process is highly individualized as attorneys follow their specific workflows. In this type of environment, miscommunication, frustration, and inefficiency often reign. Legal associates and staff constantly have to scrabble to understand each other’s processes and cater to their needs. This can lead to a delay in the outcome, an increase in pending cases, and client…

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Added by Maulik Shah on May 7, 2021 at 1:20am — No Comments

April Update: Salesforce Customer Portal Gets Bigger, Better, and More Flexible

Our team has equipped our Salesforce customer portal with some more next-gen features with our mission to provide you with the best portal solutions in terms of capabilities and functionalities for your business.

April Update: Salesforce Customer Portal Gets Bigger, Better, and More Flexible

We aim for giving more flexibility to the admin and users in deciding on form and portal layouts and preserving data while upgrading the portal with the new…

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Added by Maulik Shah on May 6, 2021 at 8:00am — No Comments

All You Need to Know about a Customer Self-Service Portal

A customer self-service portal, as the name suggests, is a website or an application that allows customers to help themselves. Businesses leverage customer portals to help their customers find answers to their common queries and questions easily on their own. Customers may also place orders, raise complaint tickets, track their progress, etc. without any need for human support.



It is a win-win situation for both your…

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Added by Maulik Shah on April 29, 2021 at 4:21am — No Comments

Your Ultimate Blueprint for Creating a Web Portal

A web portal is a web-based gateway that allows different parties involved in a business to access an organization’s data as per their needs and roles. With a web portal, an organization can manage data and the flow of information better and more efficiently.



Creating a web portal also helps minimize reliance on traditional ways of exchanging crucial information like calls, fax, or even emails. There are different…

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Added by Maulik Shah on April 29, 2021 at 1:30am — No Comments

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