Title: 4 Features of SuiteCRM Wordpress Customer Portal
14 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
s ales_at_crmjetty.com
2- 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.
sales_at_crmjetty.com
3- 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.
sales_at_crmjetty.com
4- 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.
sales_at_crmjetty.com
5While 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
sales_at_crmjetty.com