Customer Portal KPIs: 5 Metrics That Prove ROI
Thousands of registered users with logins climbing every week, and still nothing to show when the budget review starts? Total logins, open tickets, an average satisfaction score are easy to pull but…
CRM Jetty
142
Posts
22,552
Views
Franchise Management Portal on Dynamics 365: One View of Every Location
Running 40 franchise locations usually means running 40 versions of the same problem. Sales numbers sit in one place, compliance records in another, and a franchisee is on hold waiting for an…
CRMJetty Travel Portal: Online Booking Built on Dynamics 365
Not long ago, booking a trip meant visiting a travel agency and hoping the agent had the right package. Then Airbnb, Expedia and Booking.com made online booking trustworthy, and travelers never looked…
Give Customers Direct, Secure Access to Business Central Data
"Where's my order?" "Can you resend that invoice?" Your team already has the answer sitting in Business Central. It just isn't in your customers' hands yet, so every question turns into a…
How CRMJetty Secures Case Data & Deadlines for Arbitration Teams
One missed deadline. One misplaced file. In arbitration, that's enough to put a case at risk. Most arbitration teams still track documents, deadlines, and case intake by hand, across spreadsheets, shared drives,…
Salesforce Customer Portal: Automate RFQ to Purchase Order in Minutes
CRMJetty's Salesforce Customer Portal turns a stuck RFQ into an approved purchase order in minutes, not days of back and forth over email. A quote sits untouched for 3 days. A purchase…
Connect Third-Party Tools to Your Dynamics 365 Portal (No Per-User License)
A standalone Dynamics 365 portal shows account data and logs a ticket, but it can't confirm a payment or sync a shipment. That gap is common: the average enterprise runs 897 apps…
CRM Portal Adoption in Real Estate: Salesforce or Dynamics 365
Real estate professionals who use the right digital tools are 35% more productive and see 27% higher client satisfaction than agents who don't. A generic CRM can't keep up, no live MLS…
Why Financial Institutions Must Adopt Role-Based Access Control (RBAC)
Every financial institution handles sensitive transactions and customer data every day — and that makes access control one of the biggest security and compliance risks on the books. CRMJetty built Role-Based Access…
CRMJetty Salesforce Dealer Portal: Built for Automotive Distributors
Every automotive distributor runs on the same relationship: dealers waiting on vehicle allocation, service cases, and warranty claims that move through email threads and spreadsheets, and fall out of date by the…