Think of your business powered by CRM technology, designed to perform and easy to use. In-depth industry-specific functionality and an interactive interface deliver new solutions that enable your business to innovate and stay competitive. Customer relationship management software applies to the system through which companies market, sell and deliver services to customers. CRM should provide customization that meets the needs of the business, whether it is a small, medium or large business organization.
“CustomerPortalPro” is one such platform that allows organizations to quickly and easily create a dedicated SugarCRM customer portal that they can access from their WordPress interface, a safer and more efficient way to consume information and interact with processes, applications and other users to to meet the requirements of specific industries.
This plugin will help your clients to use different Sugar modules in their WP interface, which you can define from your admin front. It can integrate modules such as accounts, contacts, leads, opportunities, calls, meetings, notes, cases, documents, tasks, etc. into your WP customer interface for use.
It simplifies and reduces your task of communicating with your customers in a different way. Your customers can update all of the above modules themselves.
Main benefits
- You can decide which module should be provided to all Sugar side customers.
- Customers can access the plugin via username and password.
- The Edit and Details layout of Contacts lets you control which fields your end customers can view and use
- To avoid duplicate data entry, the email ID, username and password are required, also emails and passwords must be unique.
- You can assign roles to a specific user
- The assigned user must be configured in WP configuration.
- The modules assigned to a specific role are displayed in the portal based on the roles.
Industry Specific Advantage
Enabling organizations of all sizes to capture customer-related information and analyze the data to achieve outstanding quality and ultimate customer satisfaction. Solutions should be tailored to meet exact needs and highly scalable so they can scale as your business grows. Successfully building brand loyalty and maintaining long-term customer relationships is important to attract and retain customers in the face of increasing competition.
Self-service is the key to attracting consumers today, and CRM integrated sites have become an integral part of user interaction with companies they do business with. This can be employees, customers or partners who want to communicate with the organization from anywhere in the world and at any time. A portal like this provides a convenient way to post service issues and allows you to stay open to business around the world. With 24×7 service, you can provide customers with a high-quality experience.
