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Maulik Shah's Blog – April 2021 Archive (10)

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

5 Tips to Enhance Customer Experience

In today's 24*7 world, the customer portal is taking a table stake. Customers now find it easy to use a self-service portal rather than contacting customer service. And thus, organizations must have a solution. According to Statista's survey, 88% of respondents expect a company or brand to have an online self-service portal.

The use of…

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

A Step by Step Guide to Manage Tickets in Dynamics Customer Portal

Customer service is undoubtedly one of the crucial aspects for any organization. There is a constant need to ensure that your support staff is handling customers’ queries efficiently. It is important to ensure that your organization’s support service is seamless and hassle-free.

A Step by Step Guide to Manage Tickets in Dynamics Customer Portal

This is where proper ticket management comes into the picture. And a proper visibility of support…

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Added by Maulik Shah on April 23, 2021 at 6:37am — No Comments

5 Key Features of Web Portal Solutions

If you visit a website as a customer, you might have come across several ways to resolve a query. Sometimes it might be directing you to the FAQ page; other times, it might be about sending emails to a customer support team. All this can be overwhelming, considering there are several approaches for a single query.

In e-businesses, it's necessary to have an efficient and proper workflow for customer interaction. And also, you…

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Added by Maulik Shah on April 22, 2021 at 2:30am — No Comments

Your Ultimate Guide to Knowledge Management

A business should provide its customers with a way to decrease dependence on customer service. In other words, customers should be self-sufficient in solving small queries and problems. This is where an effective knowledge management strategy comes into play.



Knowledge management helps customers find answers to their everyday questions and queries, saving them the hassle of contacting customer service every time. A well-maintained knowledge helps a business prevent overflow of…

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Added by Maulik Shah on April 21, 2021 at 4:30am — No Comments

Top 5 Reasons to Use Dynamics CRM Portal

Issues such as dealing with customer support and regulatory agencies are well-known. As we know, no one likes endless forms, long waiting times, and queues. And if you think that only customers are frustrated with this process, then you're wrong. Even businesses like yours have to cope with streamlining processes and applications.

Thanks to technology, you can now digitalize customer support. And portals would make it much…

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Added by Maulik Shah on April 20, 2021 at 2:00am — No Comments

All You Need to Know about Partner Relationship Management

Partner relationship management is a collective term that refers to a set of strategies and techniques that mostly B2B organizations use to streamline relationships with their marketing partners and selling partners. Partner relationship management can range from a simple approach to managing co-marketing relations to even more complex programs that include data management and more.

As the business grows in size and the number of partners increases, partner management via CRM can…

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Added by Maulik Shah on April 15, 2021 at 4:12am — No Comments

Your Guide to Managing Customer Complaints in Manufacturing Business

If you have to measure your business performance, how would you do that? There are several parameters that you can quote like customer base, volume of orders, total sales, etc. but is that all? Nope, it isn’t because it is lacking one of the main parameters to assess where your business stands. That parameter is finding out how your customers perceive your brand.

Your Guide to Managing Customer Complaints in Manufacturing Business

One of the…

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Added by Maulik Shah on April 13, 2021 at 7:30am — No Comments

PortalXpand - Your Key to Enhanced Customer Management

As a business grows in size, managing operations can grow more complex. Switching between interfaces to view CRM entities or checking customers’ details in CRM and updating them isn’t feasible for large organizations. It not only consumes more time but also increases the chances of inadvertent errors in data updates. It also doesn’t let an organization’s owner decide who can access what and can compromise security as anybody can access anything. This is where a…

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Added by Maulik Shah on April 7, 2021 at 5:30am — No Comments

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