Improve your business integrating WordPress with SugarCRM

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

“CustomerPortalPro” is a platform that allows organizations to quickly and easily create a dedicated SugarCRM customer portal that they can access from their WordPress interface, a more secure and efficient way to consume information and interact with processes, applications and other users to meet the requirements of specific industrial sectors.

This plugin will help your clients to use various Sugar modules in their WP interface, which you can define from your administration. You can integrate modules like Accounts, Contacts, Leads, Opportunities, Calls, Meetings, Notes, Cases, Documents, Tasks, etc. to your WP client interface for use.

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

Main benefits

  • You can decide which module access should be provided to all clients on the Sugar side.
  • Customers can access the plugin through username and password.
  • In the Edit and Contact Details layout, you can set which fields your end customers can see and use
  • To avoid duplicate data entry, email ID, username and passwords are required, furthermore, emails and passwords must be unique.
  • You can assign roles to a specific user
  • Assigned user must be configured in WP settings.
  • Modules assigned to a specific role will be displayed in the portal based on roles.

Industry specific benefit

Enabling organizations of any size to capture customer-related information and analyze the data for excellent quality and maximum customer satisfaction. Solutions must be such that they can be precisely tailored to meet exact needs and highly scalable so that they can scale as your business expands. Successfully fostering brand loyalty and maintaining long-lasting customer relationships is important to attracting and retaining customers in the face of increasing competition.

Self-service is the key to attracting consumers today, and integrated CRM sites have become an integral part of user interaction with the companies they do business with. They can be employees, customers or partners who want to interact with the organization from anywhere in the world at any time. A portal like this provides a convenient way to post service issues and allows you to stay open for business around the world. The 24 x 7 service will allow you to offer a high quality experience to your customers.