CRMJetty

Customer portal is not a new concept any more even though we don't always realize that we are using one. Ordering things online is no longer limited to e-commerce giants. It goes much beyond that because it is relatively easier to set up an online store. And no matter the size of the store, a customer portal is necessary. A customer portal gives your customers limited access to certain modules of your CRM. This access enables them to communicate with you so that you can provide better service to them. If you choose WordPress for your website and SugarCRM as your CRM, SugarCRM customer portal is ideal for this situation. Let us look at an example of where a customer portal of this kind can come in handy: Food delivery service: If you have ever tried to go out for a meal on the weekend, you know that true happiness lies in eating at home. But that doesn't mean you want to cook or get the usual from the diner down the street. You want to get that one pasta fro...

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. 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. A customer portal gives your customer the access to add in their information, like name, phone number, address, etc. These are basic details t...

What determines the future of your business is the first interaction you have with your client. Either it be via phone, your website, customer portal or in person. If your first interaction with your client is a pleasant one, you are more likely to retain them forever. Today, with the increasing internet usage, all the businesses are striving to be ubiquitous by harnessing client portals to better serve their customers. When your customers sign in your portal – you give birth to a brand-new relationship with your customers. Why Is Client Portal A Necessity? Traditionally, the only way to deliver customer service was through a call or meeting in person. But nowadays, from shopping to healthcare , all the businesses have started using client portals to build deeper connection points with their clients. The great advantage that comes with a client portal is that it gives clients the freedom to interact with you when and how they want. However, with changing customer e...

CRM is a powerful tool. Since its inception, it has helped many companies gain insight into customer behavior. CRMs have a specific purpose and they serve it well. But they have a limited scope. That is why we need plugins. Plugins significantly increase the scope of the CRM. Perhaps the most important example of CRM plugins is a customer portal. New technology can be overwhelming. Because of this, it is easy to overlook a few details. Ironically, while using the CRM, sometimes you might end up overlooking the customer’s perspective. How does CRM affect the customer? When you think about it, you’ll find how perfectly the customer portal fits into this picture. The core function of a CRM is to facilitate orderly interactions with the prospects and clients. However, this is the era of self-managed customers, who can access the quotes, invoices & contracts with minimal involvement of your team. This is your average customer today. And to appease such a customer, you need a wa...

WordPress and Salesforce are no less than a match made in heaven. When you go for a WordPress Salesforce Integration (WordPress website with Salesforce as your CRM) lead generation becomes easy. Now, the visitors that come to your WordPress website provide you with their information in two ways. One, by signing up to the newsletter and two, by registering for an event. The task of your CRM is to collect that information and store the data at one place enabling you to keep it organized. However, if you wish to provide your customers with a more personalized browsing experience and boost engagement, you need to integrate WordPress and Salesforce in the best way possible. This can include anything right from plugins like Salesforce Portal for WordPress and apps to customized integrations. Let’s know about the aspects you need to consider in case you go for Salesforce WordPress  Integration : Integration through Apps Third-Party apps are a widely used option when it comes ...

An eCommerce business is no less than a small child. The keen interest and supervision on all your interactions with your business determine your success and roadmap. From managing store inventory, product orders to customer relationship management all of them are important business aspects. While there are a plethora of modern applications available to handle tedious operations like inventory management, shipments, returns, and so on, a customer portal plays a vital role behind managing your customer interactions. Customer Portals enable streamlined communication between clients and employees. Based on the purpose of your business, you can leverage the functionality of portals to improve the day to day interaction cycle between you and your customers. If you are using the most powerful & renowned CMS WordPress to run your website operations, then let's explore the ways a WordPress Client mangement plugin helps your business grow. We have explained some of the most commo...