Course proposals stall in email threads. Document versions multiply until nobody knows which one is current. Salesforce holds the data your institution needs, but it was never built with a simple front…
Giving customers access to their orders and invoices in Business Central is only half the job — if they can't find answers alongside that data, they end up filing a support ticket…
Managing student fees shouldn't mean spreadsheets, delayed receipts, and endless reconciliation headaches. In this video, we show how CRMJetty's Dynamics 365 Partner Portal transforms fee payment management for educational institutions — bringing…
Is your Salesforce CRM chained to legacy systems? Many insurance companies invest in Salesforce but still struggle with manual data entry errors, slow claims processing, fragmented agent-customer communication, and compliance headaches —…
Tired of chasing customers for invoice payments? Learn how the CRMJetty Business Central Customer Portal can double up as a customer payment portal — letting customers view invoices, check balances, and pay…
Your Dynamics 365 CRM works great for your team — but what about your customers? If your support team is flooded with repetitive queries, customers wait too long for basic info, documents…
Support teams are drowning in repetitive tickets — password resets, billing questions, warranty lookups — while customers just want fast answers. In this video, we break down how AI-powered case deflection with…
Your business runs on Salesforce or Dynamics 365, and managing the relationships that come with it takes more than any inbox can handle. CRMJetty fixes that with portals that give your customers,…
If your staff is still answering calls for appointments, lab results, and billing questions, every hour spent on that is an hour away from actual patient care. Here's what a patient portal…
Procurement and AP teams lose hours every week relaying information that's already sitting in Dynamics 365 Business Central — invoice copies, PO confirmations, document submissions. CRMJetty's Business Central Vendor Portal cuts out…
