Real-World Case Studies and Customer Success Stories with CRMJetty

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.
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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 use it. The portal reduced manual work and improved communication.
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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.
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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 dealer relationships.
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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 calls 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.
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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 enhance user interactions. The solution achieved global reach with 700 active users.
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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 portal provided access to purchase history and support services.
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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 enhanced communication. The company now manages orders more efficiently and securely.
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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 them with a portal. The portal has specialized login panels and role management. It meets the needs of customers and vendors.
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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.
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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 improved efficiency in managing patient data and appointments. It also included features for treatment and consent management.
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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.
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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.
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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 productivity. The solution enhances data management and document access, ensuring secure handling and quick retrieval.
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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.
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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 based on account hierarchy. The "My Account" page simplified account management. Attachment management improved document sharing.
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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 management and personalized patient communication. The solution optimized clinic operations, reducing administrative burden.
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A leading health insurance company faced challenges with policyholder support during hospitalization and claims settlement. They integrated a Third-Party Administrator... (TPA) and implemented a Salesforce portal solution. This provided 24/7 support, streamlined documentation, and improved claims processing. The initiative led to a 35% reduction in documentation errors and a 50% improvement in processing times. It also increased usage of network hospitals by 45% through portal-facilitated transactions.
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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 portal streamlined operations, reduced manual tasks, and improved response times. Claims processing time was reduced by 50%.
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The Meco Group, a marine insurance provider, needed a secure platform to manage policies and claims. Their old system caused... delays and security issues. CRMJetty created a custom Dynamics portal for them. This portal had role-based access, automated workflows, and SharePoint integration. It improved security, efficiency, and user experience for brokers and customers.
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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 by 45%. Claims processing times were cut by 50%. Online payment options increased efficiency by 30%.
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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.
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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 productivity by 35%. It provided a unified platform for managing agent performance and better coordination.
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CRMJetty Salesforce partner portal helped E78 Partners fix manual document sharing and lack of oversight. The portal gave partners, managers,... customers, and admins tailored dashboards. SharePoint became the single source of truth, with secure email-link sharing and tracking. All document views and downloads are tracked in CRM for better reporting. E78 Partners now has a central system for engagement, lead capture, and productivity monitoring.
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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 experience and streamlined processes, making them a leader in customer-centric financial services.
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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 compliance and reporting.
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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.
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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.
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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.
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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.
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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.
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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 automates data synchronization. This reduces manual tasks and keeps volunteers informed.
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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 shifts better. It increased engagement and improved efficiency.
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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 manual 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.
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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 academic 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%.
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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 transcript system. This helped with academic records.
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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, pay fees, and access transcripts. The solution improved administrative efficiency and user experience.
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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 delivery 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%.
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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 processes became 30% more efficient. They achieved 95% on-time deliveries.
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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.
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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 feature.
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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 Salesforce reports. This helped with data analysis and decision-making. The portal improved customer satisfaction and operational efficiency.
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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 with Salesforce reports.
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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 two-factor authentication and document management. The portal improved user experience and security, and helped clients analyze data efficiently.
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A leading SaaS company wanted to improve customer service. They used Salesforce automation to enhance communication. The project improved document... handling and communication efficiency.
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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 now attach documents via the portal, enhancing communication. The integrated email feature streamlined response times.
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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 payments smoother.
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Touch Accounting improved lead management with Salesforce Portal. Accountants and partners collaborated better. They managed leads efficiently. Visual charts helped... understand lead progress. Automated fee calculation saved time.
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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 helped with payment management. It made operations more efficient and improved customer satisfaction.
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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 portal improved customer engagement and communication. It reduced manual calls and emails.
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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. Onboarding time was cut by 50%. The portal saved 25% on future expansion costs.
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A leading pharmaceutical manufacturer needed to protect sensitive supplier information. They faced challenges with unauthorized access and potential data breaches.... CRMJetty developed a Salesforce vendor 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%.
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CRMJetty Dynamics 365 Portal helped CIMSPA manage memberships and partner onboarding. Their old system caused delays and errors in tracking... and approvals. The new portal unified registration, automated workflows, and integrated payments. Admins now track applications, payments, and compliance in one place. Members and partners manage profiles and payments easily. CIMSPA gained better efficiency, transparency, and control over the membership process.
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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.
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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 customer service team. Barry Hill, Director at Workrite Ergonomics, highly recommends the portal for its functionality.
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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.
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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.
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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.
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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 included advanced filtering and data analysis.
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