Over 150,000 companies, including small scale and FORTUNE 500, use Salesforce. It’s the number #1 CRM platform. However, there’s one problem that many small and mid-size businesses face while using Salesforce – the licensing cost. There are certain limitations on the number of users and the logins based on different packages. For each extra login, they have to pay extra.
This was the problem with one of our clients too. Here’s how we helped them:
Requirements
The aim of having a Salesforce Customer Portal was to share lead access with external users. They had Salesforce CRM and wanted a solution to boost their team’s efficiency and productivity. However, the Salesforce licensing cost was too much to bear and needed a third-party customer portal to help them cut down on the cost and let users extract CRM entities.
Solution
We provided a Salesforce Customer Portal to access CRM objects at a much lower price than Salesforce. We ensured that there was no restriction to the number of users. For security purposes, we added a role-based access feature. This will help our clients restrict CRM access to their employees and external users based on their roles.
Result
They were able to share their lead access with their sales team without paying extra for each user. Our Salesforce customer portal helped them save a lot of bucks.
Why CRMJetty
Because our Salesforce certified portal can help reduce licensing costs and improve productivity. Our Salesforce customer portal comes with rich features like ticket management, drag & drop builder, real-time notifications, role-based access, access to unlimited customers, standard and custom object support, and more.
Moreover, it’s entirely flexible and customizable. To know more about our Salesforce customer portal, you can get in touch with us.
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