5 Must-Have Features in Your SugarCRM WordPress Customer Portal

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5 Must­Have Features in Your SugarCRM WordPress Customer Portal

SugarCRM is a popular name in the CRM industry. For anyone who wants an enterprise solution the first stop in the enterprise grade options is SugarCRM. Similarly, when it comes to Content Management Systems, the name WordPress is synonymous with it. www.crmjetty.com

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So it is clear that it has a large market. When you are building a business, you generally look for tools that are established brands in the industry.

If your business is an ecommerce store, then you must need both: a CRM and a CMS. But that is not all. You also need a customer portal to interact with your customers. Let us look a little more in detail as to what features you need to have in your customer portal:

5 Features of a SugarCRM Customer Portal: • Data entry: Data entry is an extremely basic task. But does that mean it is easy to do when there is a huge customer base? Not at all. www.crmjetty.com

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A customer portal gives your customer the access to add in their information, like name, phone number, address, etc. These are basic details that cannot go wrong because they have to be in the invoices. This saves a lot of hassle for your staff because they don’t have to handle any changes in this information.

• Live Chat The SugarCRM WordPress customer portal comes with live chat option. This way, your customer will never have to leave unanswered. And you can chat with them to solve their queries. It helps you give them the best assistance without much effort. This adds heftily in customer satisfaction.

• Single Sign On Single Sign On is an extremely popular and easy way of signing in. www.crmjetty.com

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This is because creating strong passwords is a difficult task. A huge number of people use ‘123456’ or ‘password’ as their password and this is highly unsafe.

With SSO, you don’t have to worry about coming up with a unique password again and it is secure! It’s the best of both worlds!

• Role based access SugarCRM customer portal gives you the flexibility to assign specific level of access to certain modules, based on their requirement. You don’t need to give unlimited access to your CRM to every portal user. This way you can limit the potential data leaks, while still making sure all the operations run smoothly.

• Mass Credential Generation Imagine you have to create a username and password for a 1000 people. www.crmjetty.com

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It can be a tedious task. But if your WordPress customer portal has a feature to create mass credentials, then that task becomes instantly much simpler.

Your SugarCRM customer portal helps you extend your CRM capabilities and more importantly helps you connect with your customers. Since these are the most popular brands in their respective fields, their coming together for your website gives you the best experience. A portal built on that gives you the best of both worlds. You and your users get to take advantage of it.

Once you pick the CRM and CMS, the next item on your checklist should be to buy a portal. And for this, you have to be very careful. After investing in the right CRM and CMS, if you get the cheaper, gimmicky portal, it will affect your business. www.crmjetty.com

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You should instead choose one that has all the above features, and a company that can give you customization services.

After all, a portal that represents your company should follow the same design and style language.

Customization also gives you the option to choose modules, dashboard variants, colour, etc.

A customer portal represents your company just as much as a website does. Even more so, if you think about how it directly affects user interaction in lieu of how a website’s interaction with the user is. Would you let anything affect this interaction negatively?

Pick the perfect SugarCRM WordPress customer portal today!

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