Stop Taking Reorders by Phone | Business Central Customer Portal
"Do you still have this in stock?" and "Can you send me what I ordered last time?" Your service line hears both on repeat, and Business Central already holds both answers. Handing…
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2 Funds, 2 Timelines, 1 Form: Why MDF and Co-Op Requests Stall
MDF and Co-Op funds look alike on paper, but they run on opposite timelines. Market Development Funds are approved before the campaign runs. Co-Op funds are reimbursed after the partner proves the…
Planning to Replace Your Customer Portal? Run This 2-Week Audit Checklist Before You Make the Switch
Your portal is slow, users are complaining, and someone says it is time to replace it. But replacing a portal you have not audited means paying to rebuild problems you never found.…
Customer Portal for Small Business: 6 Things to Check Before You Choose
"Where is my order?" "Where is my request?" "Can I get that document again?" If you run a small business, you hear the same customer questions every single day, and every one…
WordPress and Salesforce: The Self-Service Pairing Most Teams Overlook
"What is the status of my request?" "Where is my latest invoice?" Without self-service, the only way to get an answer is a support ticket. WordPress runs over 40% of all websites,…
6 Ways to Make Your Customer Portal Easier to Use
Someone visits a website to track a parcel. The link is buried in the menu, the search bar finds nothing useful, and the page keeps loading. A minute later, they close the…
Dynamics 365 Partner Management: When Spreadsheets and Email Stop Keeping Pace
Deals overlap. Partners wait for updates. Your team spends weeks chasing information Dynamics 365 already holds. As a partner program grows, spreadsheets and email stop keeping pace. These are not isolated issues,…
When a partner stops registering deals, they are not being difficult. They are being rational.
#channelmanagement #PartnerPortal #prm #DealRegistration #b2bsales #crm #CRMJetty
A portal that shows the wrong number is worse than no portal at all.
#customerportal #crm #dataquality #selfservice #b2b #CRMJetty
Count the emails your team answered this week that were just someone asking for a copy of something.
#customerservice #selfservice #customerportal #crm #b2b #CRMJetty