SugarCRM Portal

-Data which clients input on the portal is synchronized with the CRM platform immediately, thus saving time and resources
- The flexibility of the portal allows the customization according to business type, eg: academic organizations, insurance companies etc., and type of SugarCRM module (lead, contact etc.)

- No more lost or incorrect information: data comes straight from the source
- Clients are given a sense of control and involvement in the company’s activity and the way their information is managed
– Clients don’t need a SugarCRM license: just a web browser and login credentials for the WordPress page

- Customer support is improved, by constantly monitoring clients and their cases (if the portal is set up as a self-service platform)
- Existing leads can generate further sales opportunities.

Using the portal

When first accessing the portal website provided by the company, a Portal User will see the login page template of a WordPress website, with the optional password recovery procedure.
He will use the username and password provided by the company hosting the portal. In SugarCRM, this is set up in the WP Credentials panel.

There is also the option for a client to create an account directly on WordPress, with a username and password of his choice. In this case, an account will be automatically created in SugarCRM with the information introduced in the WordPress My Account section.

After logging in, the user is taken to the Profile tab in the Dashboard, where he can edit some of the information associated with his WordPress Account.

The portal’s interface is customized according to the company’s requirements. Each tab can have its own restrictions for viewing and editing the content and this is established between the company requesting the portal and the engineer behind the design.

Tabs might be limited in terms of information available, but that does not mean they can’t still contain vital functions.

In case a client edits one of the fields and clicks the “Submit changes” button, all changes are automatically synced with the SugarCRM instance.

Features

The WordPress tabs can be customized to show only certain fields of a panel in the SugarCRM module. A user can view and edit fields depending on the level of involvement that the company wants to achieve. The most basic fields would be the personal details and contact information.

One of the tabs that can prove to be useful and that can save the most amount of time and resources is the Documents and Notes tab. This is where the client can review, download or add a new piece of documentation.

In the SugarCRM detailed view of a note, its visibility on the portal is controlled by the “Display in WordPress” checkbox.

If the user wants to add a new document and leave a note, when pressing the “Create note” button, he will be prompted with a pop-up window, where he must complete all fields and attach a document.

This new note will appear in the History panel in SugarCRM once the user saves it in WordPress.

Interested to see it in action? Contact us and we will get back to you with an offer.