4 Features of SuiteCRM Wordpress Customer Portal - PowerPoint PPT Presentation

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4 Features of SuiteCRM Wordpress Customer Portal

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An integrated SuiteCRM Wordpress customer portal gives your business a competitive edge. If custom features are in the pack, they more likely make a hit. Dig in to learn more. – PowerPoint PPT presentation

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Title: 4 Features of SuiteCRM Wordpress Customer Portal


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4 Features of SuiteCRM Wordpress Customer Portal
We know the importance of portals in a business.
The endless self-service options, integrations,
and features simplify the business operations
and keep the communication with the customers
going.
If you want to give your customers an enhanced
experience, integrating a SuiteCRM WordPress
Customer Portal would be a good trick. However,
it is overwhelming to identify the features of a
customer portal. There would be a list of
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  • must-have features, whereas the one that might be
    required but not mandatory. Also, the system
    would have some standard features. You might
    choose to customize the standard features or add
    additional customized features. Overall, you
    need to consider a lot of things before
    finalizing a customer portal, or you can go with
    a SuiteCRM WordPress Plugin that allows easy
    customization of features along with a set of
    quality integrated features.
  • Below, we have explored a few SuiteCRM WordPress
    Customer Portal features and why your business
    needs them.
  • Organized Communication Channel
  • To keep the communication intact, you might have
    to consider customers, vendors, and partners.
    Besides, it could be one-to-one and one-to-many.
    Thus, if you integrate a portal, you will likely
    have to configure it for relationship settings.
    It has to be in a way that communication remains
    seamless. There are customer portals that are
    dynamic in terms of code. It means you can
    communicate without configuring the
    relationships with the contacts. The advantage
    is you won't have to invest your time in handling
    the backend work or in discussion with the tech
    partner.

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  • Custom Module Support
  • SuiteCRM WordPress Plugin provides numerous
    modules. You can customize the modules as per
    your specifications or leave it as it is. Some
    SuiteCRM customer portals consist of all the
    required CRM modules. You only need to enable
    them to use it. To simplify it further, the
    portal provides an easy configuration method.
    You can directly configure the modules from the
    portal without the help of a technical person.
    The custom module will automatically be in sync
    with contacts and other data modules in the CRM.
    It means everything would be effortless. Also,
    you can update the front-end quicker with the
    WordPress admin.
  • Case Deflection
  • Case deflection feature in SuiteCRM WordPress
    Customer Portal would allow your customers to
    self handle their queries. It will help
    customers to look for queries before generating
    a new ticket or case into the system. On the
    other side, your support team will be free of
    repetitive work instead can focus on more
    productive work. The feature would eliminate the
    need to solve repetitive questions. As for you,
    it would be easier to track your team's
    performance.

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  • You can enable the case deflection feature from
    the backend of your SuiteCRM WordPress Plugin.
  • Dynamic User Accessibility
  • With all the configurable modules, you would want
    to provide your customers with accessibility.
    But for that, you would need a feature that
    allows you to give access rights dynamically to
    all the modules. It would be required for custom
    modules too.
  • Not only access, but also you will have to
    restrict the access for specific modules for
    specific customers. Thus, a role-based access
    feature would be of more use. It will help you
    share the data with necessary users by setting
    the user group. The security will further
    strengthen the trust in the customer
    relationship.
  • Conclusion
  • These features are a must-have for your customer
    portal. It gives you the freedom to improve the
    SuiteCRM customer portal services without any
    configurations. However, the features of the
    portal should align with your business
    requirements. They should be in addition to other
    features like sign-in, notifications, contacts,
    etc.

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While choosing your customer portal features,
make sure they are in accordance with your
customers' and employees' needs. The
satisfaction of both is mandatory for a
successful outcome.
Source https//justpaste.it/9dpex
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