Impacts of SugarCRM Self-
Impacts of SugarCRM Self-Service Portal:
Fostering Strong Partnerships through Tailored Self-Service Portals
Unlock the power of seamless customer engagement and collaboration with SugarCRM Self-Service Portals. Tailored to your unique needs, these portals empower customers to effortlessly access information, resources, and support, while fostering collaboration with partners for mutual success.
Say goodbye to inefficiencies and say hello to enhanced satisfaction and productivity with SugarCRM Self-Service Portals.
What SugarCRM's Self-Service Portal Do
Need for Speed at Customer Support
Self Service Portal Framework
Customer Self Service Portal Features
Knowledge Base and FAQ
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Empower Customers and Partners with Tailored Self-Service Portals from SugarCRM
Contact Us For A SugarCRM Self-Service Portal Demo
Key Features of SugarCRM Self-Service Portal
Self Logging Service Requests / Incidents
One of the key features of customer self service portal is to allow the customers log their complaints, incidents or service requests. This will be added on channel for service request capture apart from the email or phone requests. Customer self service portal allows the users to see their past service requests / cases and all the communication exchanged by the customer with the company’s support team. Even email support request handling is becoming increasingly clumsy due to lot of emails being exchanged.
With customer self service portal, customers can raise cases 24×7 and upload files / visuals and see the support team response. All the cases raised in customer self service portal are created as cases in SugarCRM. And SugarCRM facilitates information exchange between the support executive and customer with an option to publish in portal or not. Customer Self Service Portal facilitate the following features for the customers.
With Customer Self Service Portal you can have a few issues solved 24/7 and 365 days. The load on the support team can be significantly reduced as some of the updates are automatic. The History of a Case need not be shared by collecting emails but instead it is available for both customer and the support team member. SugarCRM Enterprise Edition provides a Customer Self Service Portal for instant installation and with few CSS based UI changes it can be embedded with your website.
Bhea’s Customer Self Service Portals evolved on top of Open Source Technology Frameworks and are available as latest responsive design portal. SugarCRM is a 100% Restful Application and API can be used either to integrate with your own application or built as a separate application.
Partner Portal for Lead Distribution
Many companies operate through partners and as a product company or a consolidator they may have to put lot of marketing budgets to generate leads. Once leads are generated through marketing efforts they need to be distributed based on geo location to partners so that they can pursue the leads locally.
When you send a lead through an email and maintain lead status in an excel sheet, it will be very difficult to get the status from the partners. So the best way is to capture all the partner information in SugarCRM and assign the leads to partners and expose the leads to partners through partner portal. This way you can know whether they have accessed the information and at regular intervals you can see how many leads were assigned and how many were in active and how many are converted.
In SugarCRM you can create reports that will tell the performance of each partner. For one of the customers we have created a workflow whereby if a lead is not attended to within 48 hours it is automatically allocated to another partner who is performing well. With Partner Portal you can streamline your partner lead allocation and their performance. The dollars spent on Marketing are well spent with better lead conversion
Customer Support View for Resellers or Reseller Portal
Many manufacturing companies have implemented ERP to optimize their deliveries. The whole manufacturing industry has spent the last 2 decades to optimise and automate their manufacturing processes and their logistics and deliveries.
Most of them also have a Partner who sell their products. Since SAP or any other ERP is a strict application, many companies do not give logins to their sales people and partners. But an integration of SugarCRM with their ERP to show their inventory helps the sales team to book orders. However having an Order Booking for distributors helps them in taking the orders quickly and push to the inhouse ERPs for delivery.
At the same time sales team can see the progress of the order and distributor or partner can see the same in the partner portal. This helps in avoiding month end and quarter end rush for order acceptance if it is done manually.
Partner Commission Payments
One of the key requirements for many agencies that sell the principals products is to get their commissions. Sometimes commissions are based on the receipt by the principal. In those scenarios the commission payable information can be automatically calculated and kept in the CRM so that it can be exposed to Partner through the portal. With Bhea’s Partner Portal solution, your partners can have seamless communication at every level. Bhea’s partner portals are developed with the latest responsive design web development techniques. They are accessible on all devices.
Most of the CRM products come with standard features for Sales Force Automation, Marketing Automation and Customer Support Automation. And adding the Partner Portal or Customer Self Service portal significantly improves the productivity of the company. SugarCRM’s RESTFul API facilitates development of portals as well as integration of existing portals with SugarCRM.