CRMJetty

SuiteCRM is a customization boon. You get to set up your CRM as you want it. This includes things that your business flow needs.  Apart from these customizations, if you want a way to connect with your customers, adding a SuiteCRM WordPress customer portal can do the trick. However, it can often get overwhelming to know what features are must-haves in the portal and how much flexibility you need to manipulate those features easily. Some features are classic must-haves and others you build on top of the ones that SuiteCRM provides. Let’s take a look. Custom relationship SuiteCRM provides two kinds of relationships. One is one-to-one and the other one is the one-to-many relationship. If you integrate a portal, it is possible that you would have to configure it to work for the relationship settings that you have in place. But some portals can be dynamic in terms of code. No matter what relationship you have established in terms of your contacts, the portal should be able t...

Remember the days when you are not able to decide what to eat or where to eat? Well, we all have those days and what do we do? We directly go online and search for good nearby restaurants or if we are in the mood to explore, we search for must-try cuisines available in local restaurants. Deciding about the restaurant was just a small example. Today, because of the internet, everyone can access any information easily. And we make so many decisions based on the available information, reviews, and feedback. Almost all our decisions like purchasing clothes, gadgets, booking hotels, tickets, etc. are based on the information, reviews, feedback, etc. available online. Our decisions are largely affected by what we see on social media or the Internet as a whole. Because of these changes in the customer behavior landscape and the excessive amount of data generation, it has become mandatory for companies to share the right knowledge with their customers, partners, and employees dir...

One of my pet peeves is to have to ask for help to fix tech problems, both software and hardware ones. On that note, I also don’t prefer asking for directions. Ever since I saw Google Maps, I have depended on it, not only in familiar places but also in strange cities, on hilltops and everywhere else. In my research, what I noticed was the vibe of these communities. The ones that were official forums by HDD manufacturers had replies from the people working at the company, helping out, replying to each repeated question and tailoring their solutions for each question. Seasoned tinkerers and the company members sounded like they knew each other and remembered their previous interactions. Even though the product was proprietary, the company members did not insist on fixing it only at the service center. When I wanted to fix my hard drive, I poured over online forums, learning which ones were genuine, which ones were more likely to brick my HDD and everything in between. Then I threw ...

According to research carried out by Gartner, more than 25 billion devices will be connecting by 2020. And, here we are, already in 2020. As per the Gartner's research, IoT forms a connection between people-to-people, people-to-things, and things-to-things. Apart from that, it also changes the way we live and constantly transforms our surroundings. For example, it expands the internet connectivity beyond the basic devices like laptop, mobiles, etc. and even connects devices like thermostats, our watches, etc. With such larger capabilities, it can make a win-win combination with CRM products. For example, Sugar CRM client portals help businesses serving their customers for better. Now, when you combine them and IoT together it can help you in serving your customers in a better way. Mixing Automation for Ease: IoT changes the way we live, and Sugar CRM transforms the way enterprises operate. Imagine the wonders the combination of these two can create. For example, th...

Before we start with the Salesforce customer portal, let’s explore all the types of Salesforce portals, their differences, and their use case. Types of Salesforce Portals Salesforce offers three types of portals that have different use cases: - Partner Portal - Self-service Portal - Customer Portal It is crucial that you pick one based on your requirement and which entities you want to manage. If it’s partners, then the partner portal should be your choice. Similarly, to manage customers you can either go with self-service portal or customer portal. Let’s look at the difference between them. Difference between Customer and Partner Portal The key difference here is that a partner portal is useful for when you want to share business-level insights with your partners. Each partner can get only the required data without being able to access all of your organization’s private data. Compared to this, a customer portal works as a platform for your cu...