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text 2020-09-09 06:35
Salesforce Communities – Licence Types Explained

We all know how much Salesforce products are used worldwide for its features, resources they provide, ease of implementation, and many more reasons. With every product they release, they go one step further in providing their customers with world-class solutions. And of course, every product is updated keeping in mind easy integration with its CRMs. Today we are going to talk about Salesforce Communities in detail and understand its different licenses and which one to use.

 

What is Salesforce Community?

 

In 2013, Salesforce introduced Community cloud with an aim to create a platform for customers, partners, and employees. It provides companies to work effectively, understand their customers’ requirements, and fulfill it. In simple terms, you can also say that the Salesforce community is the advanced version of portals.

 

With the help of communities, your users can work collaboratively. It is built on the Salesforce platform and easily integrates with CRM.

 

Communities are developed such that they can be perfect choices for your partners, customers, vendors, employees, or anyone else.

 

Let’s see each type in brief:

 

- Customer Community

- Customer Community Plus

- Partner Community

You can see each of them in brief and understand the differences between portals and communities in our previous blog post here.

 

Each of them has its own merits and demerits. They are a vital part of Salesforce products and can be useful in a variety of professions. Over the years, communities help a lot to enhance businesses in three major areas.

 

- Enhance brand experience

- Provide a dedicated space to users

- Culture of collaboration

 

Costs of each of them and features they provide:

 

Customer community/ Partner Community is available for $2/ login or $5/member on a monthly basis. It provides features like:

 

- Digital Experience Management

- Customer Service and Account Portal Templates

- Knowledge

- Case Management

- Lightning Flow Automation

 

On the other hand, Customer Community Plus is available for $6/ login or $15/ member on a monthly basis. In addition, to the above features in Customer Community Plus, you get below features.

 

- Roles and Advanced Sharing

- Delegated Administration

- Customizable Reports and Dashboards

 

Talking about the licenses, Salesforce provides access to these communities’ plans in various licenses.

 

Salesforce provides licenses in six different types of licenses. Listed below:

 

  • Customer Community:

 

It is useful for business to consumer experiences using large numbers of external users who need access to case objects or knowledge. You can also use the customer community with personal accounts.

 

  • Customer Community Plus:

 

Customer Community Plus is useful for business to consumer experiences with external users who have access to reports and dashboards and need advanced sharing options. Customer Community Plus can also be used with personal accounts.

 

  • Partner Community:

 

Partner community is useful for B2B communication. It gives access to sales data like partner relationship management and can’t be useful for personal accounts.

 

  • Commerce Portals:

 

Commerce portals are for custom digital experience to engage any external users, like brand engagement and customer loyalty. It provides limited access to CRM objects and can be used with personal accounts.

 

  • External Apps:

 

External apps are very customizable experiences while incorporating CRM objects, custom objects, and external data and require additional storage. Its ideal use case is a dealer, vendor, or supplier portal. It is useful for franchise management, marketplaces, and multi-level marketing. The external app's license cannot be useful with personal accounts.

 

  • Channel Account:

 

It is useful for business to business communities and portals that calculate their usage on the basis of numbers of partners instead of numbers of individual users.

Each of the above mentioned licenses is available in two ways i.e.:

 

- Member-based

- Login-based

 

Difference between both types of license:

 

Community member-based license is similar to standard Salesforce internal license. External users who have member-based licenses can have access to a community multiple times. But, they do not have access to internal organizations.

 

Whereas, in login based license you need to purchase a specific number of logins for monthly usage. Here, external users can use one log in each time they log into the community. After that, they can use the same credentials multiple times for the same day. Additionally, once logged in they can easily switch between communities. You can configure the session timeout period of login to a maximum of 24 hours.

 

Well, that's a lot of information about the Salesforce license. Now, comes the main question. Which license should you purchase?

 

All types of licenses serve different purposes. Decide on the basis of your company’s requirements and see to it that it fulfills the requirements.

 

If you are still establishing yourself in the market and thinking of going with a portal then Salesforce customer portal is where you should get started.

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text 2020-08-31 11:59
Salesforce Customer Portal Vs Partner Portal: All You Need to Know

Salesforce is a well-known name in the world of CRMs, portals, and communities. We can’t deny that their products are world-class and provide organizations like yours an upper hand. And sometimes that can raise further questions like which portal to invest in? Should you be going with a portal or a community?

We’ve already written a well-researched article on Salesforce Customer Portals Vs. Communities. Hence, in this article, we are going to discuss its two well-known portals i.e. Customer portal and Partner portal. And help you choose the right solution for your organizational needs.

What is Salesforce Partner Portal?

Salesforce partner portal allows partner users outside of your organization to login to Salesforce. It helps companies by empowering their indirect sales channel and this increases their ROI. Users of the partner portal have limited access to Salesforce and can only see the data of the modules for which they are granted access. With the help of partner relationship management (PRM), companies can create multiple portals to manage, track, and handle their indirect sales.
 
 
 
Let’s talk about three main benefits of having a Partner Portal:

Increased efficiency of your channel sales funnel

With the help of partner portals, you can provide your partner a platform to collaborate with your organization for any and every sales activity, task, lead generation or capturing, nurturing, conversions, etc. and thereby increasing the efficiency of your channel sales, and marketing.

Increased ROI

As you provide your partners with easy-to-setup tools to track, manage, and analyze their marketing campaigns with Salesforce partner portal, you will directly see the effect on your ROI. Additionally, you can provide them with exclusive access to your content which will help them align the strategy and marketing around your brand.

Access to data from anywhere anytime

Your partners will be able to access the data and its insights on the go. You can easily share reports and documents from anywhere and help them understand KPIs and other sales opportunities.

What is Salesforce Customer Portal?

Salesforce customer portal is an interface that is useful to provide support to your customers, help them solve issues about your products/services thereby better overall user experience. As a company, you can create a personalized customer service portal including features, sections, information, modules based on your requirements to streamline communication with your customers.
And here are the top three benefits of using the customer portal:

Omnichannel support

According to research, 51.3% of people use the internet via mobile. In such times while developing a customer portal, you need to make sure that you make it accessible for your mobile users via mobile application or just making it mobile compatible. This will help you provide omnichannel support and be present wherever your customers are. This makes it more user friendly and an easy to access platform for them.

Easy integration

Salesforce customer portal is easy to integrate with your web pages or the entire website. This can help your users have easy and simplified access to your knowledge base.
 

Online forum

Customer portals help your customers solve problems more effectively by letting you create online forums, various group learning, informative articles, and more. This provides them a much needed 24/7 customer support without you having to spend extra resources and also eliminates the drawbacks of having customers in multiple time zones.
Now that we are clear on both of their concepts, let’s try and understand their differences.

Salesforce Customer Portal Vs Partner Portal

- Purpose: Partner portal shows leads and opportunity to partners whereas customer portal is useful for solving issues independently without interacting with representatives.
- Audience: Partner portal is useful for channel salespeople or other third-parties, whereas customer portal is for end users.
- Access and Cost: Partner portals have more access to core CRM features and hence are expensive.
- Role-based access: Using the partner portal you can provide specific role-based access to your partner whereas that's not the case with the Salesforce customer portal.

There is a thin line difference between both the portals but each has its own uniqueness and functionality to serve.

On the basis of your company’s requirements, you make your choice. If you are looking for a portal that helps you to manage your customers then having a customer portal is the right decision. Whereas, if you want the portal to manage your partners then opt for partner portals.

About us:

CRMJetty is a hub of innovative customer relationship solutions. Our tools ensure that you can render enhanced interactions at each stage of your customer lifecycle. So, if you are searching for the right portal solution for your company, then you can choose from our wide range of solutions for Salesforce, Dynamics, and more. We have served in this industry for a decade and have built many Salesforce portals like customer portal, self-service portal, non-profit portals, etc. Get in touch with us and we’ll help you kick start your journey towards communicating better.

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text 2020-07-03 11:17
9 Things Most People Don't Know About Odoo CRM Software! Thr 10th is Our FREE Gift to youn ;)

Customer relationship management (CRM) is a technology for handling all your company's interactions and relationships with customers and prospective clients. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Below is 9 of ODOO 13 CRM KEY FEATURES:

SALES:

1- CREATE LEADS, FOLLOW AND ANALYSE

ADD LEADS TO CRM BY MAIL

You can create lead from anywhere by sending

an email to a predefined address, and assign it to a specific sales team.

2- GEO LOCATION

Option to segregate sales teams and configure

other automated actions according to the partner location.

3- ANALYSIS

Lead, Opportunities, phone calls, sales recipients/revenue and much more.

MARKETING

OUTSTANDING LEAD GENERATION

4- LEAD GENERATION AND ENTRENCHMENT

You can generate new leads directly from Odoo CRM according to industry, company size and Country. Also available to refine generated leads by choosing the job roll.

5- CAMPAIGNS

Mails and SMS campaigns, including templates and survey.

6- MULTI-LANGUAGE

Speak with your customers with their languages and convert more.

MESSAGING

LET YOUR CUSTOMER FEEL THAT HE'S SPECIAL

7- SMART CALENDAR

There is a full functional calendar in Odoo apps, moreover, the is integration availability with Google drive.

8- VOIP (VOICE OVER IP)

Are you paying much for phone bill? not anymore! With Odoo CRM you can now make free calls by using internet infrastructure.

9- CENTRALISED COMMUNICATIONS

All mails, SMSs, attachments for each customer are logged and available in one place.

10- To know more in details about Odoo 13 CRM, Please visit the following page and Download a Complete http://marcoaity606.wpsuo.com/9-things-most-people-don-t-know-about-odoo-crm-software-thr-10th-is-our-free-gift-to-youn-3 user manual PDF file.

https://www.raise-360.com/odoo-crm-pdf

Like Reblog Comment
text 2020-07-03 10:58
9 Things Most People Don't Know About Odoo CRM Software! Thr 10th is Our FREE Gift to youn ;)

Customer relationship management (CRM) is a technology for handling CRM software in Egypt all your company's interactions and relationships with customers and prospective clients. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Below is 9 of ODOO 13 CRM KEY FEATURES:

SALES:

1- CREATE LEADS, FOLLOW AND ANALYSE

ADD LEADS TO CRM BY MAIL

You can create lead from anywhere by sending

an email to a predefined address, and assign it to a specific sales team.

2- GEO LOCATION

Option to segregate sales teams and configure

other automated actions according to the partner location.

3- ANALYSIS

Lead, Opportunities, phone calls, sales recipients/revenue and much more.

MARKETING

OUTSTANDING LEAD GENERATION

4- LEAD GENERATION AND ENTRENCHMENT

You can generate new leads directly from Odoo CRM according to industry, company size and Country. Also available to refine generated leads by choosing the job roll.

5- CAMPAIGNS

Mails and SMS campaigns, including templates and survey.

6- MULTI-LANGUAGE

Speak with your customers with their languages and convert more.

MESSAGING

LET YOUR CUSTOMER FEEL THAT HE'S SPECIAL

7- SMART CALENDAR

There is a full functional calendar in Odoo apps, moreover, the is integration availability with Google drive.

8- VOIP (VOICE OVER IP)

Are you paying much for phone bill? not anymore! With Odoo CRM you can now make free calls by using internet infrastructure.

9- CENTRALISED COMMUNICATIONS

All mails, SMSs, attachments for each customer are logged and available in one place.

10- To know more in details about Odoo 13 CRM, Please visit the following page and Download a Complete user manual PDF file.

https://www.raise-360.com/odoo-crm-pdf

Like Reblog Comment
text 2020-07-02 21:37
9 Things Most People Don't Know About Odoo CRM Software! Thr 10th is Our FREE Gift to youn ;)

Customer relationship management (CRM) is a technology for handling all your company's interactions and relationships with customers and prospective clients. The goal is simple: Improve business relationships. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability.

Below is 9 of ODOO 13 CRM KEY FEATURES:

SALES:

1- CREATE LEADS, FOLLOW AND ANALYSE

ADD LEADS TO CRM BY MAIL

You can create lead from anywhere by sending

an email to a predefined address, and assign it to a specific sales team.

2- GEO LOCATION

Option to http://dantevxzn540.tearosediner.net/9-things-most-people-don-t-know-about-odoo-crm-software-thr-10th-is-our-free-gift-to-youn-3 segregate sales teams and configure

other automated actions according to the partner location.

3- ANALYSIS

Lead, Opportunities, phone calls, sales recipients/revenue and much more.

MARKETING

OUTSTANDING LEAD GENERATION

4- LEAD GENERATION AND ENTRENCHMENT

You can generate new leads directly from Odoo CRM according to industry, company size and Country. Also available to refine generated leads by choosing the job roll.

5- CAMPAIGNS

Mails and SMS campaigns, including templates and survey.

6- MULTI-LANGUAGE

Speak with your customers with their languages and convert more.

MESSAGING

LET YOUR CUSTOMER FEEL THAT HE'S SPECIAL

7- SMART CALENDAR

There is a full functional calendar in Odoo apps, moreover, the is integration availability with Google drive.

8- VOIP (VOICE OVER IP)

Are you paying much for phone bill? not anymore! With Odoo CRM you can now make free calls by using internet infrastructure.

9- CENTRALISED COMMUNICATIONS

All mails, SMSs, attachments for each customer are logged and available in one place.

10- To know more in details about Odoo 13 CRM, Please visit the following page and Download a Complete user manual PDF file.

https://www.raise-360.com/odoo-crm-pdf

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