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Maulik Shah's Blog (121)

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Things You Need to Consider While Integrating WordPress and Salesforce

WordPress and Salesforce are the crème de la crème of their industry, at the top of their game. Salesforce promises to drive your business forward, consistently and insightfuly with a suite of tools; and WordPress helps you take that business to the world in a few clicks.



Pick any tool in those categories, CRM and CMS, your business cannot exist without those in this age. This is why bringing these two tools together is the best bet for your business.



The many things that… Continue

Added by Maulik Shah on November 29, 2022 at 2:35am — No Comments

Salesforce Experience Cloud and Salesforce PortalXpand: A Dive Into Similarities

Salesforce Experience Cloud has this one line in their copy, “Build your experience,” and I think that both summarizes the product and invites you to explore it. There is nothing more I love than good copy, and that was an example of it.



But coming to the topic at hand, what is the Experience Cloud? How does it help you build a promising experience for your customers and stakeholders?



Let’s explore!



With Salesforce Experience Cloud, you can streamline your… Continue

Added by Maulik Shah on November 15, 2022 at 4:17am — No Comments

6 Vendor Management Best Practices to Follow in the Coming Year

Choosing vendors is often one of the most difficult tasks you have to do as a business owner. Each vendor has different strengths and weaknesses and their ways of working. It’s extremely hard to find the one that’s compatible with your working style and understands your processes. Only then you can forge a relationship that’s smooth and beneficial for both parties.



Not only that, even after choosing the right vendors, you can face many challenges and issues in the communication,… Continue

Added by Maulik Shah on October 20, 2022 at 5:15am — No Comments

Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)

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… Continue

Added by Maulik Shah on October 20, 2022 at 4:07am — No Comments

Web Portal Development: Benefits and Types

What do you do to make your business stand apart from the crowd?



I am assuming the answer is: evolving the business constantly with the latest technologies and new strategies, right?



So, then you might have heard about the portal for sure! It is popular for being a one-stop solution for all business needs like automating manual work, providing security features, helping everyone to stay on the same page, etc.



Yes, having a web portal for your business is a… Continue

Added by Maulik Shah on October 10, 2022 at 6:03am — No Comments

How Dynamics 365 Case Management helps you Manage Customer Queries

What does great customer service mean to you?



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 wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds.



It’s essential that you provide them with instant… Continue

Added by Maulik Shah on October 6, 2022 at 7:00am — No Comments

An Actionable Roadmap to Stronger Vendor Relationships

Companies that fail to invest in vendor relationship management to analyze risks and prevent failures in the first place lose sales, revenue, and market value.



J.M. Smuckers’ Brand failed to invest in vendor management, effective risk assessment, and proper vendor diligence. The result was a failed product and customers’ trust, which caused them a loss of $400 million in the market value.



Why do you think it happened? Because of the failed vendor management process. We… Continue

Added by Maulik Shah on September 30, 2022 at 2:56am — No Comments

Step by Step Guide to Enable Multi Language Support in Dynamics Portal

Microsoft Dynamics 365 is widely used because of its robust and effective features. Apart from almost ruling the CRM industry in the enterprise section, they are also ruling the portal industry and with every new release, they raise the standard of their product a little higher. Since every business now has a customer all over the world, it is important to make all communication channels, products, etc. support multiple languages. So, in this article, we are going to show you the steps to… Continue

Added by Maulik Shah on September 29, 2022 at 6:38am — No Comments

Your Ultimate Guide to Salesforce Nonprofit Success Pack (NPSP)

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… Continue

Added by Maulik Shah on September 28, 2022 at 6:28am — No Comments

Webinar: PortalXpand: Portal Solutions for Partners, Customers and More

Extend the capabilities of Salesforce to your partners and customers, engage better, and streamline operations with PortalXpand.



With PortalXpand, businesses can get a platform to interact with their partners and customers.



They can:



Optimize business performances

Manage updates via simple configurations with drag and drop feature

Make required resources available to the stakeholders

Customize the portal as per their requirements



In… Continue

Added by Maulik Shah on September 22, 2022 at 12:57am — No Comments

11 ‘Must-have’ Features and Functionalities in Your Custom Web Portal

To ensure your project requirements are fulfilled through a web portal, you must have enough features to help you with that. Custom web portals are the best way to have features that suit your business and customer needs, but some features need to be in your custom web portal.

In this blog, I have mentioned some web features that guarantee your niche, business, and customer requirements are fulfilled. These features will ensure security and a top-notch experience.

What Features…

Continue

Added by Maulik Shah on August 29, 2022 at 6:33am — No Comments

Dynamics 365 Portal: Types, Benefits, and More

Have you heard about portals? They have been ruling and evolving for a long time. Businesses opt for it due to its dynamic features like self-service, data security, etc. But the search for the right tool is challenging.



If you, too, are looking for a solution to automate your customer service and enhance the overall experience, then Dynamics 365 portal is for you. In this blog, I have written all the details you need to know about Dynamics 365 portals. Let’s start with the… Continue

Added by Maulik Shah on August 29, 2022 at 4:31am — No Comments

Helping NonProfits With a Digital Solution

Nonprofits are the saviors of the people and nature that we abandon. They are the backbone of the people who need support. But even they need someone to back them up. Someone or something that can help them manage their funds, donations, and volunteers. That’s when we and our Salesforce NonProfit portal come into the picture.



What is Salesforce for Nonprofit?



Salesforce has been in the CRM game for a long time and is one of the most popular and advanced CRMs. They wanted… Continue

Added by Maulik Shah on August 18, 2022 at 7:12am — No Comments

How Dynamics 365 Case Management helps you Manage Customer Queries

What does great customer service mean to you?



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 wants to be put on hold for a long time. Studies show that 15% of customers hang up after waiting for 40 seconds.



It’s essential that you provide them with instant… Continue

Added by Maulik Shah on July 29, 2022 at 5:06am — No Comments

How to Get Started with Dynamics 365 Portal

Sometimes, integrating portals can be difficult. We saw a lot of feedback and questions from customers about the process, so we created a step by step guide on How to Install the Default Portal Add-On for Dynamics 365. But in case you’ve decided to opt for a third party portal like our Dynamics 365 WordPress Portal, then this blog is for you.



We are going to discuss how to install and enable Dynamics 365 WordPress portal in your CRM.



A quick overview of the Dynamics 365… Continue

Added by Maulik Shah on July 19, 2022 at 4:07am — No Comments

Types of Dynamics 365 Portals and Their Uses

Dynamics 365 has multiple types of portals. Each portal serves its own unique purpose. The one that you need will depend on the use case you have. You can choose the portal that addresses your exact pain points. Here’s a breakdown of the different Dynamics 365 portal examples to help you make the right decision:



Customer Self-Service Portal

Employee Self-Service Portal

Community Portal

Partner Portal

Field Service and Project Service Automation Portal

Major… Continue

Added by Maulik Shah on July 15, 2022 at 6:52am — No Comments

An All Covering Guide on Dynamics 365 Portal

or exceptional customer experience it is imperative to provide prompt response to your customers.



To achieve that, organizations are providing the option of self-service to their customers.



Statistics reveal that 67% of customers prefer serving themselves than talking with a customer service representative.



Considering this very idea of self-service, we will be discussing how Dynamics 365 portal can help you bring more efficiency to your business… Continue

Added by Maulik Shah on June 29, 2022 at 1:36am — No Comments

How Finance Businesses Can Benefit from a Finance Portal

Note: This post is for any B2B finance brand or a direct customer in the finance industry. This post highlights some of the common challenges that a direct customer might face and how they can be solved using a finance portal.



For many years now, the finance industry has been undergoing a fundamental shift. Digital transformation is changing the way businesses and customers interact with one another.



Everything is shifting online, be it payments or communication.… Continue

Added by Maulik Shah on June 13, 2022 at 3:34am — No Comments

An Actionable Roadmap to Stronger Vendor Relationships

“Companies that fail to invest in vendor relationship management to analyze risks and prevent failures in the first place lose sales, revenue, and market value.”



J.M. Smuckers’ Brand failed to invest in vendor management, effective risk assessment, and proper vendor diligence. The result was a failed product and customers’ trust, which caused them a loss of $400 million in the market value.



Why do you think it happened? Because of the failed vendor management process. We… Continue

Added by Maulik Shah on May 24, 2022 at 3:10am — No Comments

All You Need to Know About High Volume Customer Portal Users

Access management is a crucial part of any business. It provides improved security but mitigates threats.



As your organization grows, you need to provide multiple logins for high-volume users. However, managing high volume users in the Salesforce customer portal is a big challenge.



In this post, we will cover all the aspects of understanding high volume customer portal users and how having a custom Salesforce portal can help you easily take care of high volume… Continue

Added by Maulik Shah on May 20, 2022 at 2:26am — No Comments

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