5 Must-Have Features in Your SugarCRM WordPress Customer Portal

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5 MustHave Features in Your SugarCRM WordPress
Customer Portal
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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.
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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.

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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 dont 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.

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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 dont have
  to worry about coming up with a unique password
  again and it is secure! Its 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 dont 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.

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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.
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sales_at_crmjetty.com 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
websites 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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