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Portal for Customer, Partner & more - CRMJetty

PaaS for customer, partner and more.

Overview

A platform-as-a-service(PaaS) solution that is ready to integrate, fully configurable, and secure. A centralized platform for your stakeholders to engage, manage activities, and increase collaboration.

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  • Built Natively on Salesforce Work with Salesforce data in real-time, without duplication or sync hassles, while maintaining all platform-level security and access controls.

  • Configure Without Coding Launch and evolve your portal quickly using drag-and-drop builders that let you shape pages, forms, and workflows without dependency on developers.

  • Interactive Data Views Present Salesforce records in dynamic tables, cards, and filterable lists to help users find and act on information more efficiently.

  • Secure Access for Every User Type Ensure the right people see the correct data by leveraging existing Salesforce roles, profiles, and record-level sharing rules.

  • Go-Anywhere Mobile Experience Provide field teams, partners, and external stakeholders with a branded mobile app to stay connected and productive on the move.

  • Automated Workflows That Scale Trigger Salesforce flows, approvals, alerts, and updates directly from portal interactions to simplify processes and reduce manual effort.

  • Instant Business Insight Track progress through real-time dashboards sourced from Salesforce reports, enabling teams to make informed decisions more quickly and effectively.

  • Global & Multi-Brand Ready Support multiple brands, countries, and languages through a single portal framework, ensuring consistency with localized experiences.

  • Plug into Your Digital Ecosystem Connect your portal with payments, document storage, finance, and support systems to deliver a seamless end-to-end user experience.

CRMJetty’s Salesforce Portal for Customer, Partner, PRM & more is a Platform-as-a-Service (PaaS) and ready-to-integrate solution that enables businesses to build, configure, and streamline their business ecosystem. As we know, stakeholders are vital to running and scaling any business successfully. With CRMJetty’s Salesforce Portal, you can enhance your stakeholders’ overall experience. Primary use cases: Task/Project Management Complete Content Management Partner On-boarding & Training Partner Enablement Deal Registrations / Lead sharing Order Management and Tracking Document Sharing and Management Advanced Case Management with Deflection Knowledge Base Support Visible Benefits: No hidden cost Unlimited Portal Logins Customizable access Secure Integration with CRM Mobile-Friendly Interface Technical Capabilities: Unlimited Portal Pages Role-based Access Access to All CRM Objects Single Sign-On List, Form, Page Builders Advanced data widgets CSS/JS Editor Dashboards Custom Workflow Management Want to streamline your partner's activities? Just contact us, and we will take care of the rest! Check us out here: https://www.crmjetty.com/salesforce-partner-portal/

Categories

Business Needs
Customer Service
Partner Management
Industries
Engineering, Construction, & Real Estate
Financial Services
Manufacturing
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Managed Package

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