Brand messaging is a powerful strategy that weaves together the content and processes of a business. It is a way by which a brand communicates its unique value proposition through verbal and non-verbal communication, which can inspire buyers to make a purchase. However, the brand messaging of a company doesn’t begin with what customers perceive about that brand rather it begins with the work culture of the company and those that work behind that brand.

The brand message of a company is soaked through every aspect of an organization, and the more it is inculcated within a company’s culture, the more authentic it appears to the customers. For creating an engaging brand message, it’s prudent to seek HubSpot consulting from a consultant.

Listed below are a few key benefits of having a solid cohesive brand message:   

Increases Sales: With a cohesive brand message, businesses can increase their sales by creating a unique experience for customers. When customers get a personalized experience with a brand, it can build loyalty and deliver more references. When a prospect associates with a brand, it’s likely they have engaged themselves in knowing about their products/ services. This means that they have spent their time researching their products.

Competitiveness: When a brand shares the same messaging across different channels with customers and prospects, it repeats what the brand is all about. This can make an organization appear more organized, and stronger, which indeed is a great way to stand out in a highly competitive market.   

Strong Marketing Strategies: A great way of filling the top of the funnel with leads is to create content that helps in interacting with the target audience. Brands should ensure that their company’s brand messaging is in line with every aspect of the content creation process. In other words, they should ensure that their brand message is seen throughout the design, copy, and content in a way that sales teams can speak with the prospects.

Quick Wrap-up:

Improving the brand messaging of a company is important as it can help build relationships with your audience. In fact, it is a way to communicate again and again why they should opt for your business. With a robust inbound marketing tool like HubSpot in place, you can improve the brand messaging of your company. To avail of HubSpot consulting services, it’s prudent to get in touch with a reliable service provider.

Portals are a one stop solution for companies to cater to their customers. The ease that companies get in handling and providing support to customers is commendable. Additionally, portals have also changed the way businesses interact with customers and vice versa.Today looking at the market potential of portals and CRMs many big and medium size companies are trying their hand at it. One such famous CRM is Microsoft’s Dynamics 365.

Microsoft Dynamics provides different types of portals like customer portal, partner portal, knowledge portal, etc. and each of them fulfills a different requirement. The main function of a portal is to bridge the gap between companies and customers.

Going further, let’s see Dynamics customer portal and partner portal in brief:

What is Dynamics 365 Customer Portal?

Dynamics customer portal bridges the gap between customers and companies. It provides access to exclusive content, chat, support, knowledge base, and many more things.

Here are the top three benefits of using customer portal:

Easy problem solving:

Efficiently solving problems is one of the major features of any customer portal. With Dynamics 365 customer portal you can use a ticket management system. You can use this feature and start solving your customers’ problems right from the portal. You don’t need to send them long emails or ask them to hold long call lines.

Power BI Integration:

Dynamics portal comes with an easy integration with Power BI. Now you can get the data from Power BI directly in your portal dashboard. Get the needed data insights in your dashboard and use it in decision making for your business.

Easy Configuration:

With Dynamics CRM customer portal companies can go one step further by providing the basic configuration. This will provide you with compact layouts and stacked elements so users can navigate the portal easily.

What is Dynamics 365 Partner Portal?

Dynamics Partner Portal provides your partners a login to aportal to get exclusive access to knowledge banks, opportunity management tools, customers’ data, account management activities, and more.

Here are the top three benefits of having Dynamics 365 Partner Portal:

Multi-partner collaboration:

This multi partner collaboration will make it easy for you to manage multiple partners and streamline work with each of them.

 Partner Lifecycle Management:

This allows them to onboard and manage  partners if needed to strengthen the partnership channel and increase selling. It streamlines all interactions with partners from giving them inventory updates, managing contracts, sales reports and more.

Deal registrations:

It allows vendors to gain early pipeline visibility to provide better deals, discounts, and benefits if and where needed.

Now, comes the main question: which type of portal should you go for? I would say this completely depends on your company’s requirements and user base. If you are planning to develop a portal for customers then you can opt for Dynamics customer portal. But, if you want your partners to use it then you require a Dynamics partner portal. Apart from this, if your requirement is for both of them, then you can go with both portals.

Once you decide the type of portal you need, you can go for customization to add or remove any particular feature. To do so you can reach out to any IT company like us which can help you to customize your Dynamics portal.

There are various third party Dynamics portals available in the market today which can easily integrate with your CRM. But our Dynamics 365 portal has some of the major benefits which help us to stand ahead of competitors.

Below are some of the important features of our portal:

Role based accessibility:

Admin can easily assign roles to each user and depending on the roles, assigned users can access the portal. Admin can create multiple groups, add contacts, and select relationships between contacts and entities.

Generate mass credentials:

Generating credentials can often be a tardy task for admin. But, not anymore with our portal solution. Admin can easily sync CRM contacts with the portal  and it can automatically generate credentials in bulk. Once credentials are generated they are sent to each user via mail. This ensures security and easy generation of credentials.

Custom module support:

Customizing a product till some extent is important to use it to its full potential. With our portal, customization becomes an easy task. No need to pay extra money for adding single modules. Easily create custom modules according to your business needs and carry out operations easily.

Case deflection:

This feature will let your end users search answers or solve their issues easily from within the portal itself. They can enter some specific keywords and find needed solutions. If they are unable to do so then they can create a case right from within the portal and you  can reply to these queries instead of repeatedly answering the same queries. .

SharePoint Add-on:

Sharepoint is an add-on supported by Dynamics which makes adding, editing, deleting of documents easy. Using SharePoint add-on you can easily make changes and sync those documents between Dynamics 365 portal, customer portal, and SharePoint in real time. Your customers can create, edit, delete, and even structure files according to their usage and put all data from all three platforms in sync.

Conclusion:

Portals have some of the major benefits for companies and when it comes to Dynamics customer portal and partner portal you can easily give it a chance. Take your business to the next level with the help of portals and bring the next big change in your business.

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.

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?

What is Salesforce Partner Portal?

 

Increased efficiency of your channel sales funnel

Increased ROI

Access to data from anywhere anytime

What is Salesforce Customer Portal?

Omnichannel support

Easy integration

Online forum

Salesforce Customer Portal Vs Partner Portal

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.

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