Think of your enterprise powered by CRM technology, designed to perform and easy to use. Deep industry-specific functionality and an interactive interface, deliver new solutions that endue your business to innovate and stay competitive. Customer Relationship Management software applies to the system through which businesses market, sell, and deliver services to customers. CRM must provide customization which fulfill the needs of the business, whether it is a small, medium or large business organization.

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“CustomerPortalPro” is such a platform that allows organizations to quickly and easily create a dedicated SugarCRM Customer Portal which they can access from their WordPress interface, a more secure and efficient way of consuming information and interacting with processes, applications and other users to meet the requirements of specific industry sectors.

This plug-in will help your customers to use several Sugar modules in their WP interface, which you can define from your admin front. It can integrate modules like Accounts, Contacts, Leads, Opportunities, Calls, Meetings, Notes, Cases, Documents, Tasks etc to your WP customer interface for their use.

It will simplify and reduce your task of communicating with your customers through any other means. Your customers would be able to update all the above modules on their own.

Core Benefits

  • You can decide access of which module should be provided to all customers from Sugar side.
  • Customers can access the plugin through username and password.
  • In the Edit and Details layout of Contacts you can set which fields your end customers can view and use
  • To avoid duplicate data entry the email Id, username and passwords are mandatory, 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 assigned modules to a specific role will be displayed in portal based on the roles.

Industry Specific Benefit

Enabling organizations of any size to capture client related information and analyze the data to achieve excellent quality and ultimate customer satisfaction. Solutions must be such that it can be precisely tailored to meet the exact needs ‒ and are highly scalable so they can be extended as your business expands. Successfully building brand loyalty and keeping long-lasting relationships with customers is important to attract and retain customers in the face of amplifying competition.

Self-service is the key to attract consumers today and CRM integrated sites have become an integral part of user interaction with enterprises they do business with. They might be employees, customers or partners who wish to interact with the organization from anywhere around the globe at anytime. A portal such as this provides a convenient way to post service issues and lets you stay open for business around the world. 24 x 7 service will let you deliver a high-quality experience for customers.

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