SugarPort - SugarCRM Employee Portal for WordPress
Why Use SugarCRM & WordPress Employee Portal?
Better Information Management
Your employees will no longer have to flip through files and pages of customer data. They will easily be able to access all the customer information by searching their names and details. Creating and updating customer information will also be possible.
Documents and vendor information can be shared across the organization amongst different employees. This can be made possible as there is a facility of storing all the information in a centralized system of the employee portal.
Streamlining through different activities becomes easier due to employee portal. This saves a lot of time and efforts spent by the employees on their tasks. Bring satisfactory smiles on the face of your employees and boost productivity.
Key Product Features
Role based Accessibility
- Employee Portal provides a feature to manage SugarCRM Modules accessibility for your WordPress portal users. Decide access of which module should be provided to which employee by assigning them to a WordPress User Group.
Generate mass credentials
- Generate portal credentials for already created CRM contacts and export them into csv file. Convert these contacts to portal Users by importing them to your WordPress account. An email will be sent to employees with their portal credentials.
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
- Name your portal, 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.
Single & Secure Sign-in
- A new user can directly sign-up from the Portal. The credentials will be verified to check whether any Employee has been registered with same username and email address. If any such user does not exist in the system then a record will be created in CRM. User can retrieve their password with the help of Forget Password Option. There password will be sent to their email address.
Attractive Dashboard with icons
- Employees will get an attractive dashboard with all enabled modules for quick accessibility. They will have access to only those modules which are assigned to them by the administrator. Access to different modules for different user groups can be set from the CRM backend.
Tawk.to Chat Integration
- Now your employees can easily interact with each other using Live Chat. Integrate Twak.to Live Chat plugin with SugarCRM and capture your chat transcripts as a new case. You can also relate the Chat Transcript with the concerned contact.
Manage CRM records from Portal
- Add, Update or Delete records from the portal which will reflect in SugarCRM. Ease of access to portal modules with a single pane display.An easy to use interface will help employees 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 from one system.
Access Knowledge Base from Portal
- Knowledge Base shows all of the articles that are available to your employees. Employees will be able to access knowledge base articles based on their categories or search the articles.
Get flexible technology framework options to create your own portal depending on your existing platform or industry. Given below are some possible industry applications.
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.Get A Quote
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.Get A Quote
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.Get A Quote
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.Get A Quote
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.Get A Quote
- SugarPort - SugarCRM Employee Portal for WordPress is Released.
It’s a very useful portal for my employees as they can streamline their whole work structure here. They can view their tasks, meetings, and even upcoming calls scheduled. It’s a totally must have to optimally utilize the capabilities of your employees.
Yes, it has a direct impact on your customers too. As the customer help department can get information in a few clicks, it gets really easy to support customers regarding returns, shipments, order tracking, and complaints. Streamlining your job definitely makes your customers happy.
In other words, you can say it to be a time saving machine. My office employees are really happy with the integration as they no longer need to keep on waiting for files and information from other relevant executives. It’s really helpful.
It’s act like a centralized system from where all your employees can extract information. It definitely boosts productivity by reducing the time and efforts that is otherwise required to haul out the information from executives and sending it out to relevant employees.
It’s a nice integration which lets your customer access CRM data to make better decisions. The features of the product are nice and overall functioning is also okay. You can go for it if looking for such options.
In the current business scenario, you can’t just assign tasks to your employees. They need to know what’s going on and give their valuable insights. It is really important for a healthy business and office environment. This product facilitates just that. Recommended.