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Customer Portal Solutions - The Next Step To Boost Business Productivity

Now manage your WordPress customers better by offering the access to specific customers thus retaining data confidentiality. Reduce the time and effort in getting connected with your customers for any module related update as they can themselves update the data and you can view it in SuiteCRM instantly. Provide clients with a self-service customer portal to submit new cases and view the status & progress of cases managed in CRM, view invoices, read knowledge-base articles and more.

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Customer Portal Solutions - The Next Step To Boost Business Productivity

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  1.                                               ​​ ​​support@biztechconsultancy.com                                               ​​ ​​support@biztechconsultancy.com     Customer Portal Solutions – The Next Step  To Boost Business Productivity         

  2. Now manage your WordPress customers better by offering the                   access to specific customers thus retaining data confidentiality.                 Reduce the time and effort in getting connected with your                     customers for any module related update as they can                   themselves update the data and you can view it in SuiteCRM                       instantly. Provide clients with a self­service customer portal to                   submit new cases and view the status & progress of cases                       managed in CRM, view invoices, read knowledge­base articles                 and more.    Customer Portal Software is an accumulation point for content,                   functions, and features using web­based technology. In easier                 terms, it’s a key place for making all types of information                       accessible,   allowing   organizations   to   broaden   business   processes to the internet, expand their range, and reduce costs                     across sales, service and marketing. CRM integrated ​Customer Portal Solutions are no longer a dream. It’s a snap crack.                                       Manage all your customer issues with an easy to setup and use                          

  3. Portal. With secure login verified from SuiteCRM, your sales or                     service teams will be instantly notified about customer’s issues                   and your customers will be able to know as soon as their issues                           have been dealt with.  Key benefits bagged by Customer Portal Pro Plugin  ●Set Accessible Modules  Access of which module should be provided to which                   customer can be decided by WordPress User Group                 module in SuiteCRM  ●Set WP Login Credentials  Set Username and Password field in record view or create                     view by your own to set these fields in Record layout  ●Secure Login  Safe and secure Portal​ Login for customers.   

  4. ○A new user can directly sign­up 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 record will be created in SuiteCRM                     in the Contacts module.  ○User can retrieve their password using Forget               Password Option. Their password will be sent to their                   email address.  ●Display Customized Modules  Customers 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 SuiteCRM backend  ●Manage Your Profile   

  5. Easily manage your profile from the Portal. Customers can                   edit their profile directly from the Portal and all the                     changes made in the Portal will reflect in the backend                     automatically.  ●Different Module Layouts  Set Portal Layouts for each accessible module. You can set                     Layouts for List, Edit, & Detail view from SuiteCRM and the                       same will be displayed in the Portal.        See More Here:  https://store.biztechconsultancy.com/blog/customer­portal­solutions­boo st­business­productivity/   

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