SugarPort - SugarCRM Employee Portal for Drupal

SugarCRM Drupal Employee Portal

We have integrated SugarCRM and Drupal to provide you with an effective Employee Portal. By employing it, you can help your sales team to access customer information easily. It is a great collaboration tool for your employees to be able to work with each other and prioritize their daily tasks.

Why Use SugarCRM & Drupal Employee Portal?

Better Team Collaboration

Employee portal works as an excellent medium to connect your team members with each other. Better connectivity leads to better team collaboration.

Better Team Performance

As all the tasks are updated and shared on a centralized system, your employees do not have to rely on each other to get information. Easy access of information results into faster and effective completion of projects.

Improved Sales Performance

Better system that encourages team collaboration and efficiency in project completion would naturally lead to more prospects being followed up and more deals being closed.

Key Product Features

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Set Accessible Modules for Employees

  • Employee portal provides an easy way to make different modules of SugarCRM accessible to Drupal users resulting in a portal from where your employees can engage with you. Decide access of which module should be provided to which user by assigning them to a Drupal User Group.

Set Drupal Login Credentials

  • Username and password fields are created in contacts module on Installation and are added to the record view. You can also set Username and Password field in record view or create view by your own to set these fields in Record layout
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Configure Module Layouts

  • Set Portal Layouts for each accessible module. Employee Portal plug-in provides facility to set Portal Layouts for each module in SugarCRM. You can set Layouts for List, Edit, & Detail view from SugarCRM and the same will be displayed in the Portal.

Customize Your Portal

  • Give your portal a name, upload a Logo, set records to be displayed on a page and set display options like theme color and color for calendar modules.Choose standalone page template with custom design or set full width page template with theme header and footer.
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Secure Sign-in

  • Get safe and secure portal login for employees. A new user can directly sign-up from the portal. The credentials will be verified to check whether any customer has been registered with same username and email address. If any such user does not exist in the system then a user will be created in Drupal and SugarCRM Contacts module.

Attractive Dashboard with icons

  • Employees will get an attractive dashboard with all enabled modules for quick accessibility.They will be displayed only those modules which are assigned to them by the administrator. Accessibility to different modules for different user groups can be set from the SugarCRM backend. Drupal admin can set modules displaying recently added records and allow portal users to view them in their dashboard.
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Manage CRM records from Portal

  • Employees can add, update or delete records from the portal which will automatically reflect in SugarCRM. They can easily access all the portal modules in one go with a single pane display on the left.An easy to use interface will help users to add records into the CRM or to display records added from the CRM

Calendar View for daily activities

  • Employees can view all their tasks, meetings and calls scheduled for the day, week or the whole month in calendar view. This will help them to view all their important activities at one place.
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Industry Applications

Get flexible technology framework options to create your own portal depending on your existing platform or industry. Given below are some possible industry applications.

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    Retail

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    Education

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    BFSI

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    Real Estate

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    Travel

Offline Retail & Ecommerce

Offline Retail & Ecommerce

Customer centric business processes is one of the key success factors in the retail industry be it offline retail or online retail. With our employee portal you can provide your sales and support teams, options for order tracking, managing returns, address complains, manage product feedback, provide documentation, manage shipping, return and refund related information and whole lot more.

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Public and Private Educational Institutions

Public and Private Educational Institutions

Educational institutions can use our portal to provide better service and grievance redressal system for their students and parents. If you are in the education industry, you can create separate or combined portals for students and parents and provide timely class/exam/fee related updates, manage student/parent queries, fix up appointment for parent meetings, reach out to interested parents, etc.

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Banks & Financial Service Providers

Banks & Financial Service Providers

BFSI is another industry which is sales driven for business profitability. With our portal solution your employees can provide follow up on leads for various financial products, schedule meetings/calls and sell more products. For existing customers they can provide grievance redressal much faster and service profitable customers accounts much better.

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Real Estate Developers & Marketers

Real Estate Developers & Marketers

Real estate indstry is heavily dependent on exchange of confidential information with customers. Our portal can be a great way to do this. Create an online hub for all confidential customer documents, provide property development updates, track EMI payments and pending installments, offer discounts and promote promotions schemes – all can be done securely with our Employee Portal solution. Your sales team can also followup and nurture more leads in a planned manner.

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Travel Agents & Tour Organizers

Travel Agents & Tour Organizers

Travel agents and tour operators can manage all communication with their customers easily and securely with our Employee Portal. Manage customer queries during the entire service lifecycle, provide tour iteneraries and updates (change in schedule), manage payment details, handle special customer requests, upsell, cross sell products, etc along with reaching out to prospects on individual basis.

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Reviews
(5/5)
  • Eases Tasks

    Integrating your CRM with your CMS is a smart step as it helps all your employees to get customer information without manually sourcing it from concerned departments. It eases your employees’ task to a great level.

    Tim Bready (Posted on March 9, 2018)
    Yes, I Recommend This
  • Eases Tasks

    Integrating your CRM with your CMS is a smart step as it helps all your employees to get customer information without manually sourcing it from concerned departments. It eases your employees’ task to a great level.

    Zachary Cole (Posted on January 6, 2018)
    Yes, I Recommend This
  • Easy to Use

    It’s easy to use and my employees are very much satisfied with the product. Manual transfer of information has almost stopped which has streamlined the process and leads to quick completion of tasks. It’s a nice product, you can go for it without doubts.

    Marius Dragan (Posted on November 10, 2017)
    Yes, I Recommend This
  • Satisfied

    I am satisfied with the overall functioning of the product. A few things could have been better but then they include in the secondary list so it’s fine. You can go for this product, it’s the best you can get at these rates.

    Peter N (Posted on September 30, 2017)
    Yes, I Recommend This
  • Liked it

    For some reason, I prefer Drupal over Wordpress and have opted for it for all my ventures till now. It was difficult to get such a product for Drupal but came across this one and really liked it. Recommended to all fellow store owners.

    David F (Posted on July 25, 2017)
    Yes, I Recommend This
  • Team Work

    All I can say about the product is that is facilitates virtual team work. The platform helps your employees to get information directly from the portal and hence saves a lot of time and efforts to go about things through manual channels.

    Allison D (Posted on May 20, 2017)
    Yes, I Recommend This

Release Notes

Version 1.0.0 : April 1, 2017
  • SugarPort - SugarCRM Employee Portal for Drupal is Released.

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