Financial Services Case Studies and Success Stories with CRMJetty
CASE STUDY Trust CFO
Trust CFO used a portal solution to help retired people access their funds. The portal lets users manage assets and documents. It also helps users update personal and family information. The solution... integrates with Box for document management. Users can make better financial decisions with a clear view of their assets.
A wealth management firm improved client retention by 25% using a Salesforce Portal. CRMJetty developed the portal. It enhanced client engagement and communication. The portal also automated complian...ce and reporting.
Belona Pantbank, a Swedish pawnbroker, improved operations with a custom finance portal. They automated loan requests and payments, reducing employee hours by 80%. The portal enhanced customer experi...ence and streamlined processes, making them a leader in customer-centric financial services.
ProbusFX improved trading operations with a custom portal. The portal automated fund management using MetaTrader 4 API. It allowed secure fund management and role-based rights for tasks. The solution... enhanced user experience and efficiency. Automation reduced manual workload and streamlined operations.
Events Services Case Studies and Success Stories with CRMJetty
CASE STUDY Cliftons Event Management Company
Cliftons Event Management Company wanted to improve customer interaction. CRMJetty made a portal solution for them. It helped with logistics and event management. The portal made booking easier and p...ayments smoother.
Banking Case Studies and Success Stories with CRMJetty
CASE STUDY Belona Pantbank
Belona Pantbank is a leading Swedish pawnbroker. They wanted a better loan management system. CRMJetty built a finance portal for them. It improved loan requests and management. The portal also helpe...d with payment management. It made operations more efficient and improved customer satisfaction.
Non-Profit Organization Management Case Studies and Success Stories with CRMJetty
CASE STUDY Second Harvest
Second Harvest used a Salesforce WordPress portal to manage volunteer shifts. Volunteers could register, manage, and track their shifts. The portal allowed for cancellations and waitlists. Volunteers... could download reports of their hours. This improved volunteer engagement and operational efficiency.
Arts & Minds NGO used a custom portal to simplify event registration. Volunteers can now register for multiple events easily. The portal provides detailed event information. Salesforce integration au...tomates data synchronization. This reduces manual tasks and keeps volunteers informed.
Second Harvest is Canada's largest food charity. They had trouble managing volunteer shifts. CRMJetty made a custom portal with Salesforce and WordPress. This portal helped volunteers manage their sh...ifts better. It increased engagement and improved efficiency.
A USA-based nonprofit faced high support ticket volumes. CRMJetty's Salesforce portal reduced manual ticket handling. This cut response times and boosted efficiency. The solution automated workflows ...and integrated with third-party apps.
CRMJetty helped Arts & Minds NGO with event registration. They used a Salesforce and WordPress portal. This made it easier to register volunteers. It also improved data synchronization and volunteer ...engagement.
Medical Devices Case Studies and Success Stories with CRMJetty
CASE STUDY A medical equipment manufacturer
A medical equipment manufacturer used a CRMJetty vendor portal for Salesforce. They improved communication with suppliers and buyers. This reduced project delays by 20%. Production and dispatch proce...sses became 30% more efficient. They achieved 95% on-time deliveries.
CASE STUDY A leading manufacturer of medical devices
A leading medical device manufacturer faced challenges with fragmented and inefficient supply chain systems. CRMJetty developed a Dynamics portal to streamline purchase order management, optimize del...ivery schedules, and enhance invoice processing. This solution reduced delays and errors by 25%, improved on-time deliveries by 20%, and increased overall supply chain efficiency by 35%.
A medical equipment manufacturer improved supply chain efficiency by 30% using a Salesforce portal. CRMJetty developed the portal to enhance tracking and communication. This led to a 20% reduction in... workflow disruptions. Real-time updates improved coordination between suppliers and teams.
A leading medical device manufacturer improved supply chain efficiency by 35%. CRMJetty developed a Dynamics portal to streamline purchase order management. Digital purchase order management reduced ...delays and errors by 25%. Real-time tracking improved on-time deliveries by 20%. Enhanced invoice processing reduced payment cycle time by 30%.
Hospital & Health Care Case Studies and Success Stories with CRMJetty
CASE STUDY Barton Associates
Barton Associates, a healthcare staffing company, wanted a portal to improve recruitment. CRMJetty built a custom portal using Salesforce. The portal streamlined recruitment and managed documents. It... improved the clinician experience.
Carenodes used a Salesforce portal to improve customer engagement and logistics. The portal allowed customers to view and edit records, enhancing interaction. It provided a structured view of data ba...sed on account hierarchy. The 'My Account' page simplified account management. Attachment management improved document sharing.
Cruz Garcia is a dental service provider in Jaén City, Spain. They wanted to streamline clinic operations and patient management. CRMJetty created a custom medical portal for them. The portal improve...d efficiency in managing patient data and appointments. It also included features for treatment and consent management.
CRMJetty helped a healthcare solutions provider. They used a Salesforce portal. It improved customer engagement. It made data management easier. It helped with document collaboration.
Cruz Garcia, a dental service provider in Spain, improved clinic management with a custom portal. The portal enhanced data security and streamlined patient tracking. It also improved treatment manage...ment and personalized patient communication. The solution optimized clinic operations, reducing administrative burden.
Critical Alert improved its customer portal for better partner data management. The portal offers role-based access and real-time updates. It automates tasks, reducing manual efforts and boosting pro...ductivity. The solution enhances data management and document access, ensuring secure handling and quick retrieval.
CASE STUDY A leader in enterprise solutions for hospitals
The customer is a leader in enterprise solutions for hospitals. They wanted to upgrade their Customer Portal. The goal was to improve document management. This would help hospitals and patient care. ...The project included role-based access controls. It also featured real-time updates for better decision-making.
Transportation/Trucking/Railroad Case Studies and Success Stories with CRMJetty
CASE STUDY Asendia
Asendia needed a portal for customers to manage cases. CRMJetty built a portal with case management, notifications, and a knowledge base. Customers can access the portal in multiple languages. The po...rtal improved customer engagement and communication. It reduced manual calls and emails.
Consumer Electronics Case Studies and Success Stories with CRMJetty
CASE STUDY A global consumer electronics company
A global consumer electronics company used a CRMJetty Partner Portal. They reduced errors by 30% in order and product management. Partner engagement increased by 20% with a gamified system. Onboardin...g time was cut by 50%. The portal saved 25% on future expansion costs.
Education Case Studies and Success Stories with CRMJetty
CASE STUDY A leading private university
CRMJetty Education Portal for Dynamics 365 helped a leading private university fix its admissions and enrollment process. The university had problems with slow communication, lost documents, and manu...al work. CRMJetty built a custom portal for them. Applicants could track their status and get updates. Application processing became 35% faster. Document accuracy improved by 90%. Staff productivity went up by 30%. International response time dropped by 50%. The portal gave 24/7 access and made applicants happier.
A university used CRMJetty's Education Portal for Salesforce to improve student engagement and academic success. Student engagement increased by 60%. Academic advising participation rose by 45%. Facu...lty identified 30% more at-risk students. Event participation improved by 50%. Missed deadlines dropped by 40%. Missed communications reduced by 55%. Student satisfaction with academic support increased by 35%.
ICT University needed a student portal for better management. The portal integrated with Moodle for seamless student registration and course enrollment. It also allowed students to manage profiles, p...ay fees, and access transcripts. The solution improved administrative efficiency and user experience.
ICT University wanted to improve student management. They used a SuiteCRM WordPress portal. The portal made student management easier. It had a simple user interface. It also had an automated transcr...ipt system. This helped with academic records.
A public university faced low student engagement and fragmented academic support. They partnered with CRMJetty to create a custom education portal using Salesforce. The portal centralized access to a...cademic tools, campus events, goal tracking, and communication. This empowered students and enabled faculty to offer timely support. As a result, student engagement increased by 60%, academic advising participation rose by 45%, and event participation improved by 50%. Faculty identified 30% more at-risk students, and student satisfaction with academic support increased by 35%.
Real Estate Case Studies and Success Stories with CRMJetty
CASE STUDY US Housing Consultants
US Housing Consultants needed a portal to improve operations. They wanted better customer support and data management. The new portal had a ticketing system and asset management. It also integrated S...alesforce reports. This helped with data analysis and decision-making. The portal improved customer satisfaction and operational efficiency.
A leading U.S. housing consultant wanted to improve operations. They used a Salesforce portal to manage data better. The portal helped with customer support and data management. It also integrated wi...th Salesforce reports.
A UK housing association improved workflow with a custom portal. They manage rented and leasehold homes. The portal helped with account management and payment options. Real-time data sync was a key f...eature.
A large insurance company in Australia improved its claim process using CRMJetty's Salesforce portal. The portal reduced costs and improved team communication. It also increased customer satisfaction... by 30% through personalized services. The portal provided real-time updates and centralized information access.
The Meco Group improved their marine insurance operations with CRMJetty's custom Dynamics portal. The portal provided secure role-based access, automated workflows, and SharePoint integration. This l...ed to reduced claims processing time and improved efficiency by reducing manual workload.
A health insurance company improved policyholder support with a Salesforce portal. The portal offers 24/7 support and expert guidance, reducing errors by 35%. It speeds up claims processing by 50% an...d increases hospital access by 45%.
A major insurance company improved agent efficiency and customer service by 40% using CRMJetty's Dynamics portal. They faced challenges in managing customer information and claims processing. The por...tal streamlined operations, reduced manual tasks, and improved response times. Claims processing time was reduced by 50%.
A prominent insurance company faced challenges in managing agent performance. CRMJetty developed a Dynamics 365 Portal to improve communication and efficiency. The solution increased agent productivi...ty by 35%. It provided a unified platform for managing agent performance and better coordination.
A health insurance company improved customer engagement by 40% using a CRMJetty portal for Salesforce. Automation reduced administrative costs by 35%. Strong security measures reduced data breaches b...y 45%. Claims processing times were cut by 50%. Online payment options increased efficiency by 30%.
Information Technology and Services Case Studies and Success Stories with CRMJetty
CASE STUDY MSP360™-Software Computer
MSP360™-Software Computer improved customer service with automated case generation and communication using Salesforce. They enabled email to case generation, reducing manual entries. Customers can no...w attach documents via the portal, enhancing communication. The integrated email feature streamlined response times.
A leading SaaS company wanted to improve customer service. They used Salesforce automation to enhance communication. The project improved document handling and communication efficiency.
WealthHub needed a secure and customizable portal for their clients. The portal allows users to view and edit information about legal entities and financial transactions. It includes features like tw...o-factor authentication and document management. The portal improved user experience and security, and helped clients analyze data efficiently.
Manufacturing Case Studies and Success Stories with CRMJetty
CASE STUDY Lubi Pumps LLP
Lubi Pumps LLP, a 70-year-old manufacturing company in India, digitized its operations with a new portal. The portal improved dealer engagement and catalog management. It automated processes and enha...nced communication. The company now manages orders more efficiently and securely.
A 70-year-old manufacturing company in Gujarat, India, improved dealer engagement and streamlined inventory management. CRMJetty built a dealer management system. The system enhanced operations and d...ealer relationships.
Guillemot Corporation needed a centralized management system. They wanted a simplified login and a self-service portal. We customized a CRM to manage their shop and support site. We developed API cal...ls for real-time data sync. Customers can use one login for shop and support. This improved customer satisfaction and reduced costs. It also increased efficiency and strengthened their brand image.
Bongiflioli, a global leader in manufacturing gearboxes and motors, improved their service management with a new digital platform. The project aimed to streamline machinery service management and enh...ance user interactions. The solution achieved global reach with 700 active users.
IMEX Sourcing wanted to improve vendor management. They used a custom platform. It helped streamline vendor relationships. It also improved production processes. The platform enhanced efficiency and ...visibility.
A leading agricultural machinery manufacturer used a CRMJetty portal. They reduced customer service inquiries by 50%. Customer satisfaction increased by 33%. Customer retention went up by 15%. The po...rtal provided access to purchase history and support services.
Workrite Ergonomics improved efficiency with a new portal. The portal had role-based access for customers and vendors. Customers managed accounts and orders easily. Vendors accessed invoices and SPIF... records. The solution reduced manual work and improved operations.
Workrite Ergonomics is a leader in ergonomic office products in the US. They make height-adjustable workstations and accessories. They wanted to improve engagement and efficiency. CRMJetty helped the...m with a portal. The portal has specialized login panels and role management. It meets the needs of customers and vendors.
Guillemot Corporation wanted better management and customer engagement. They needed a support ticket system and multi-language support. CRMJetty helped them with a custom portal. This improved their ...operations and user experience.
Bonfiglioli improved their machinery service management with a new portal. The portal uses Salesforce and WordPress. It helps manage services by serial or material numbers. 700 users worldwide now us...e it. The portal reduced manual work and improved communication.
Pharmaceuticals Case Studies and Success Stories with CRMJetty
CASE STUDY A leading pharmaceutical manufacturer
A leading pharmaceutical manufacturer needed to protect supplier information. CRMJetty made a portal with strong access controls. This kept supplier data safe. The portal improved trust and increased... projects by 15%. It also made workflows 25% more efficient.
A leading pharmaceutical manufacturer needed to protect sensitive supplier information. They faced challenges with unauthorized access and potential data breaches. CRMJetty developed a Salesforce ven...dor management portal with advanced access controls. This ensured only authorized personnel could access sensitive data. The portal also used secure communication channels and encryption methods. As a result, they achieved 99% confidentiality of supplier information, increased trust among suppliers by 15%, and improved workflow efficiency by 25%.
Other Industry Case Studies and Success Stories with CRMJetty
CASE STUDY Workrite Ergonomics
Workrite Ergonomics used Sales port, a Customer Portal for WordPress, to improve their customer service. The portal allowed customers to view order and tracking information and communicate with the c...ustomer service team. Barry Hill, Director at Workrite Ergonomics, highly recommends the portal for its functionality.
Workrite Ergonomics uses Sales port, a Customer Portal for WordPress. It helps their customers view order and tracking information. It also allows communication with the customer service team. Barry ...Hill, Director at Workrite Ergonomics, recommends the portal for its functionality.
IMEX Sourcing needed a platform to manage vendor relationships. CRMJetty developed a custom portal. It included a 360° dashboard and live courier tracking. The portal improved visibility and control.... It enhanced customer experience and user onboarding. It also streamlined document management.
Gloucester City Homes (GCH) is a housing association. They wanted to improve tenant registration and payment management. The solution allowed tenants to sign up with a tenancy reference. It provided ...account overview and multi-account payment options. Tenants could view transaction history for the last 4 months. This improved tenant registration and payment processing.
Workrite Ergonomics uses Sales port, a Customer Portal for WordPress, to improve customer service. The portal allows customers to view order and tracking information and communicate with the customer... service team. Barry Hill, Director at Workrite Ergonomics, highly recommends the portal for its functionality.
WealthHub needed a secure and customizable portal. They wanted an interactive platform for clients. The portal had to be configurable for each client. Security was a top priority. The project include...d advanced filtering and data analysis.
