More than half of the world’s population is now online. Yes, you heard it right. Internet has taken us and everyone around us by the storm. The year 2017 experienced was big for IT industry. According to the Global digital reports by We are Social and Hootsuite, about quarter of a billion users came online for the first time in 2017.
Internet is changing the way humans lead their everyday lives and there is no doubt that mobile phones are contributing to support this positive change wave. There are around 5.135 billion people using mobile phones and among them 4.021 billion people are online and using internet to enhance their lifestyle.
The above numbers are huge and they will keep on increasing year-on-year. Along with the numbers, the technology is also advancing at the same pace. Everything available on desktop is doable from your mobile and mobile apps.
Basically, you can perform any function from any corner of the world. Nobody is bound to the desk anymore. And this trend is making a huge dent in the CRM industry too. There are mobile apps available that are capable of performing most of your CRM functionalities.
And if you don’t believe us, then here are top 5 ways CRM mobile app is changing the CRM industry.
And CRM mobile app lets you do just that. You can reply to customer queries on the go, provide support whenever asked, and solve cases from anywhere.
This also enhances customer satisfaction which builds a solid foundation for long-term customer relationships.
Moreover, they can track the social media activities and create unique content for them.
This way the sales department becomes more productive which makes the overall development of the organization inevitable.
These are just 5 ways a CRM mobile app makes a huge difference in business operation and more importantly the productivity of everyone in the organization. Doesn’t matter which CRM using there are mobile apps for each and every one of them likeTapCRM - SuiteCRM mobile app, Salesforce Mobile App, SugarCRM mobile app, etc.
Such apps help all the business owners to facilitate their customers in the best way possible creating a win-win situation for everyone.
Customer relationship management is a cyclic process. And like everything else, the process evolves over time. There’s always going to be a new problem to solve and new technology to solve it.
Today, a major portion of the sales is based on reviews. Ironically, this form of word of mouth is quickly becoming an important decisive factor. This means you must get it right, every single time. To get positive reviews you must make sure that you don’t miss a single follow up or have a single bad call.
If you’re reading this, you are probably a part of this process. And you must be aware of the current predicament. Sales are happening globally, 24x7. That means you need a solution that is accessible, on the go, 24x7.
Do you see what I’m getting at?
We know that CRM software such as SuiteCRM and SugarCRM have helped you take control, in the troubled seas of today’s market. And they will continue to do so through your Sugar CRM or SuiteCRM mobile app.
The CRM solved a major problem in marketing and sales. As the markets became broader with the advent and expansion of the internet, a lot of the old methods and tools did not scale congruously. Having a CRM solved a lot of the problems that arose, with a single solution.
The CRM is indeed a great solution for the traditional business model. But in contemporary enterprises, a significant portion of the sales, marketing, and support teams works remotely. These departments need to be mobile. But, in this aspect, the CRM - their primary resource is deficient by design.
So, how does a CRM mobile app change the way this works?!
The CRM mobile app presents the data in the form of graphs and charts, which makes it easy to analyze. The pictorial representation helps better understand the different metrics and their comparisons.
It ensures that everyone has a thorough understanding of the facts and figures. And the discussions are about the next step, instead of trying to make sense of the raw data.
There will be occasions when you need to refer to or share documents. You can do that and a lot more with the app. Imagine having to do all this on a computer, every single time a prospect or a customer needs assistance. Cumbersome, isn’t it? Thank the engineers for coming up with this solution.
Most features of the SuiteCRM mobile app function offline, which means you don’t have to rely too much on the internet connectivity. You can even search for the record you need from the dashboard itself.
Additionally, you get the convenience of a user interface that is easier to navigate along with app exclusive functionality that integrates the smartphone use cases with the SuiteCRM android app.
The shift from CRM to the app doesn’t take much conscious effort or time as the app itself is intuitive. The app uses the necessary modules of your CRM. Meaning, anyone who is familiar with SuiteCRM can pick it up in no time.
There are a countless number of products that we use every day. Some of these products are good, some of them are terrible. But there are very few products that excite us. And somewhere deep down our hearts, we crave that excitement.
And we experience that excitement when we come across a product that is everything we expected it to be. When the design is sleek and the navigation is smooth. Ownership is pleasurable. Greed is good.
So, does it excite you? Because fun, as it may be to think about it, experiencing it, is a different thing altogether.
‘Customer Support’ has undergone a huge transition over the years. From haggling with the customer support executives on the phone to finding all the solutions online, we’ve come a long way. However, not all digital experiences are up to the mark. Not all of them are engaging, user-friendly, and responsive.
To be able to provide the customers with what they’re looking for, it is important to have customer portals. With the help of it, you will be able to render glitch-free personalized experiences that reach the expectations of your customers.
Significance of Client Portals
If you have worked around customer portals, you must have come across some of the common ones including portals for banking services, mobile network companies, water connection portals etc. On the other hand, the customized client portals come with features that can address the precise requirements of your customers with the help of specific tools, services, and content. For example, if you need a WordPress Client Management portal, you might have to get in touch with a company which can customize it for you.
So, what are the traits that your Customer Portal must have to be able to serve customers better? Let’s take a look:
Offers Superior Self-Service
A recent study has proved that almost 59% consumers and 71% business buyers feel that if there is a self-service portal available to them, they feel more connected with the brand. Also, facilities like Knowledge Base, Chat Services, and Service Requests are no more a privilege. They’re more of a necessity.
Most of the clients expect the above-mentioned self-service facilities from a portal. So, whether you have a Drupal, Joomla, or WordPress Portal, it must have the potential to offer an excellent self-service experience.
Is Dynamic and Adaptive to Change
One of the most important traits that a portal must have. If a portal cannot adapt to your business needs as and when your business grows, it’s of no use. Get in touch an organization that works on an open source software which is flexible and enables easy integration.
In case you don’t want to hire programmers to work on your portal, you can choose to invest into a portal that provides you with the features and functionalities you’re looking for. You must also ensure that it is user-friendly and non-technical professionals can use them.
Is Safe and Secure
Customer portals can be vulnerable. These possibilities are likely to go up if you have a WordPress customer portal. So, in case you’re looking for a WordPress Portal, you must ensure that the it offers you with SSL and encryption. It should also offer your users with a sense of security when they are accessing sensitive documents like invoices, credit card information, and address.
It is advisable to ask for a trial period to use the portal and opt for it only if it seems secure for you and your users to access information.
Has Analytic Tools
Stagnant digital experiences are boring. If you want to render value through your WordPress Client Portal, it is important to evolve. And this is possible only if you have tangible values that help you to analyze and scrutinize the aspects you can improve upon.
Invest into a portal that helps you to understand how your pages perform, whether or not users are able to find what they’re looking for, and what features has a negative effect. A superior quality portal comes with comprehensive analytic tools as well as reports using which you can know about the impact of your portal on the users. Once you obtain information from the portal’s analytic tools, you can work towards enhancing customer experiences.
Has Customer Centric Functionalities
A customer-centric portal is the one that comes with functionalities that are beneficial to the end users. It is less likely for two customized customer portals to be like each other as every business has different goals. Now, whether your software comes with security hierarchy, multi-language support, or advanced search functions ensure that it can solve the problems of your customers in the best possible way.
Although there are several elements responsible behind the making of a good client portal, it is worthy only if it helps you to build up a loyal customer base. The one which is tailored to your customers’ experiences will provide your organization with the success that you’re looking for.
Provides Scalability with Business Growth
Irrespective of your business goals, your portal must have a good level of scalability. Get it built in such a way that it can mitigate against the disasters, if any. Which means, it should not only be safe but should also have the potential to cope with the increasing workload and be adaptive to business growth.
Mobile phones and the apps within are our soulmates. We connect with them, they know everything about us and fortunately or unfortunately, they’re an integral part of our world. Not just a part of our personal lives, but also a professional one. Especially, if the job entails traveling. As and when mobile apps gained popularity, businesses of varied sizes embraced them so that they can get competitive advantage over their competitors.
Along came CRM apps, and made the whole aspect of customer relationship management easy as a walk in the park. They enabled the users to do everything right from sharing documents with their colleagues to chatting up with teammates about the status of a particular client deal. Take a look at couple of statistics and figures:
These figures are clearly indicative of the fact that having a CRM Mobile App can help you go places. With the help of it, you can conduct an array of activities like marketing, sharing of data while on the move, making data entries etc.
The market is full of CRM apps and if you are a business owner, you must have heard about entrepreneurs investing into a Sugar or SuiteCRM mobile app. However, not all of these apps are worth buying. A CRM mobile app is useful only if it is compatible with the work setting of the company and simplifies the usage for its users. So, what are the features it must have and what features should you consider? Find out below:
Device ResponsivenessApproach a company that sells a CRM app and they will say that their CRM solution works with different smartphones, operating systems, and other devices. But it would be wrong to believe it before checking things out. Sometimes, mobile devices might have certain features that a computer doesn’t.
For e.g. The GPS facility. During such times, it is crucial that you check for the device responsiveness. If you have a SuiteCRM app and your sales executives make use of Android technology on their mobiles, you can invest into a SuiteCRM Android App. As most of the CRM solutions available today work on smartphones or tablets that powered by Blackberry, iOS, Windows, and Android, you need to figure out which one works for you.
Using a CRM app, you can not only manage your customers but supervise different aspects of your business. Now let us find out how to do CRM apps different departments of business:
Mobile CRM app enables your sales executives to access client data remotely including latest interactions and contact history from their mobile devices.
Shorter Sales Cycle
When you have access to the right data in real-time, your sales professionals can get back to customers promptly and it leads to quicker and shorter sales cycles.
As the sales staff has access to data and information pertaining to important resources, it saves their time spent in interacting with the customers and gathering their data.
As Sales Managers get real-time access to sales reports shared by the field staff, they can keep themselves informed about the status of all the deals. These improved insights lead to better team-work and efficiency.
Ask Yourself These Questions Before Investing into a Mobile CRMIf you want your sales team to handle sales management, contacts, as well as productivity, it is important to find the right mobile app. Here’s how you can go about it:
According to Gartner, there will be more than 25 billion connected things by 2020. It means the Internet of Things is going to be a huge connected network between people-to-people, people-to-things, and things-to-things. It is not only connecting with us more, it is also changing the way we live. Whether we prefer to notice it or not, yet IoT is transforming our surroundings and will keep on doing it.
Now, let’s talk about CRMs. In earlier days, the focus of CRMs was to reduce the cost around customer acquisition, retention, and servicing them. Now, it has customer portals that look after saving time and resources along with cost cutting. It also strives to provide quality of services to customers. Sugar CRM facilitates enterprises by enabling them to build customer portals to better their engagement. Suite CRM is built on SugarCRM community version, which also builds dynamic SuiteCRM Customer Portal.
Blending Automation with Convenience
So, IoT is changing the way people live and Sugar CRM is changing the way enterprise work. Now what if they both work together? This synergy will create an environment of predictive and preventive functionalities that send alert for future actions. Such a system will notify your customers in advance before they face any problem and provide a service or solution to the issues they might face in the near future. IoT will decode the buying pattern of the customer in real-time, and it will help the SugarCRM Self Service Portal or application to include them in the right marketing campaign.
Is it possible?
Yes, it is possible to use 'Internet of Things' and integrate it with SugarCRM Customer Portal and applications. The major three components of IoT can generate huge benefits for organizations if it works in sync with CRM. These three important components of IoT that your Sugar CRM solution can optimize are:
Exemplifying the Ease of IoT and SugarCRM
Consider a scenario of a hearing aid company. The hearing Aid Industry has become more advanced. Now it is trying to introduce innovative features in their product lists. Examples could be longer battery life, Bluetooth compatibility, noise reduction. It is also introducing products for controlling your hearing aid device through smart phone, etc.
Let us take few scenarios from this company. It will help us to understand how IoT helps in providing services to customers, with the help of IoT and its integration with CRM.
3 Different Scenarios Where IoT is Taking the Customer Experience to The Next Level.
In all these scenarios, how the company official will get to know about all the issues? That is because a sensor placed in the hearing aid instrument sends notifications to the central application. It creates an alert in the system that there is some issue with the battery or instrument, and needs replacement. As being an open source, SugarCRM can render IoT alerts in different ways with flexibility. These are,
Apart from this, IoT with SugarCRM can also help sales and marketing functions in multiple ways. Real-time data generated by IoT will you to help understand in numerous ways. It will tell you usage of the product, buying patterns of the customer, opportunities for cross-selling and up selling, deciding flexible pricing, etc. Your sales team can analyze the IoT generated data to decide future campaigns by knowing the right customers.
It will help them reduce the cost in terms of market research. This data can also help the marketing function to identify those customers, who are not using your products anymore. For such customers, you can run separate campaigns, or invite them for trade shows and product launch programs, and try to retain them.
So, why wait? Leverage the power of IoT and Sugar CRM and get the best out of your business. It will make the work flow faster and user friendly. This will also stay helpful for your staff and assist them to boost their productivity. If you wish to know more about such future app or share your views about it, feel free to reach us!
Talk of CRM and one name that always ranks first on the list of sales professionals is – Salesforce. And why not? It is quite obvious for them to lean towards a tool that offers excellent functionalities for organizing and storing the company’s data. The value of this data upsurges when you integrate it with a CMS.
That being said, WordPress is one of the most used Content Management Systems in the world. Today, we will talk about integrating Salesforce with WordPress and getting the best of both worlds.
Let us find out about the ways in which the amalgamation of WordPress and Salesforce can benefit you:
Convert Submissions into Leads
You would obviously want to turn your visitors and form submissions into leads. And for that, you will have to integrate your WordPress website efficiently with Salesforce. WordPress filters enable you to send form data to Salesforce and track the performance of your form in CRM. As you can get insights about the forms that convert better, it will help your inbound marketing team to perform at the best of their abilities.
Make User Management Easy
When you sync WordPress users with your Salesforce CRM, you will be able to maintain a unified user database. If you use a Salesforce WordPress Plugin, you can also set up core WordPress functionalities including site registration so that you can create new leads in your Salesforce database coming from WordPress. It is also possible for you to sync fields between two applications for giving the access of data set to all your company departments.
If you have a website that asks for membership or you want to host a specific data on your website that is visible only to your customers; you can sync the accounts of your users in a dynamic way through WordPress Salesforce integration. You can also tag your leads as customers in Salesforce and update using customer tag and give them access to the exclusively assigned areas of the website.
Make Ecommerce Store Product/Catalog
You can import your product database into Salesforce CRM in several ways. However, there are quite a few ways in which you can keep the data synced to your external ecommerce store. You can make use of some out of the box solutions like Salesforce WordPress Plugin that can also work with multiple Salesforce setups. Also, if you have previous purchase data in Salesforce, you will be able to target customers for new products, marketing campaigns or promotions.
Manage User Interaction
Through WordPress Salesforce Integration, you can handle the customer engagement in easy way. In case you host a WordPress website, you must be aware that if you want to manage users minutely, you would need an ample amount of computing resources. And based on the charges that your hosting provider puts on you, this can turn out to be expensive. Hence, the best and the most efficient way to manage customer activity is to have information about your user before they turn into a lead. Salesforce customer portal makes your user interaction in a self-supporting way.
With all of above-mentioned advantages and many more, WordPress Salesforce Integration can never disappoint you. All you need to do is ensure that all the extensions or portals you invest into are adhering to your business goals and objectives. If you don’t, you might feel like you have adopted a cool technology but it will not bring you any benefits.
What are you waiting for? Employ a Salesforce Portal now!
Client Portal is not just a medium for business owners to converse with their clients. It is an establishment of a new relationship. The beginning of transactions through messages, documents and invoices. And it can be quite tricky to pursue a digital relationship like this one. You might face pitfalls in terms of support turnarounds, information sharing, and appointment bookings. And that’s why, you would need a client portal in place that takes care of all the above requirements.
Talking about client portals, the option you go for depends on the kind of requirements you have. For example, if you are looking for a portal that helps with WordPress Client management, just type “client portal WordPress” and you will come across several companies that can provide you with the same. Also, all of them will claim that theirs’ is the best portal in market, leaving you utterly confused. You will also find companies that provide an amalgamation of CRM & CMS.
Well, irrespective of the type of client portal you zero upon, what you need to understand is, the portal must render your customers with more access and control over the information that you share mutually. If you are planning on investing into a client portal, this article will give you important insights on the steps you need to take for ensuring that the portal is flawless. So, let’s go!
Stitch in TimeRemember the episode from the popular sitcom Friends? Phoebe keeps on hold for hours together just so that she can speak with a customer care executive and get her phone repaired before the warranty expires. She dozes off while doing so. Quite obviously, that doesn’t work these days. According to Zendesk, more than half of the customers appreciate if you value every second of their time.
So, whether you choose a WordPress client management portal or a Joomla one, you need to ensure that it saves time and comes with a feature that can take care of your client queries without having to pick converse on call or send an email. And in case they must speak with your support staff, you can provide them with the facility of scheduling appointments through your portal. It will save a lot of their time.
Ensure It Is IntegrativeUnfortunately, having a client portal alone won’t suffice. You need to link it to your customer relationship management software. During the initial years of your business, working merely around a portal might work. But as and when your client base grows, you might have a tough time managing several clients, their queries and switching between your portal and other platforms.
If you want to keep this inconvenience at bay, you must ensure that your portal is integrative with CRMs and Google or Microsoft calendars. You will be able to find several plugins that might help you bridge this gap. Let’s say you choose a WordPress client portal plugin. Now, you would be able to find different combinations of WordPress as a CMS along with CRMs like Sugar, Suite, and Dynamics.
Make It PersonalizedEver had to deal with a client who doesn’t appreciate changes and asked for an old feature back? Well, if you have used client portals, a scenario like this is common. According to a Customer Service Trends Report by Kayako (2017), 90% of customers ask for brand continuity across different channels. So, even if you have a digital portal, it shouldn’t serve any less than your brick and mortar office would.
To bring this consistency across different channels, you need to communicate right with your portal developers and ensure that they personalize the portal with colors, logos, and features of your choice. Also, when you keep your brand impression unswerving, the clients would think of the interaction space as more trustworthy. They would also keep coming back without reluctance and would be able to resolve their queries with ease.
Let’s Conclude…Like we mentioned above, it is must for a client portal to have certain qualities if you want to provide a glitch free customer support. And we hope that we provided you with some useful insights. What other qualities would you want your client portal to have and what steps would you follow to ensure that it has them? Feel free to share.
Nowadays, everyone is talking about how important it is to go for a mobile solution for your business. The benefits they describe makes you feel like building a mobile app of your own will work not less than a magic wand. But if there is such a buzz in the market, this becomes a fair question to ask. Can mobile really make such a huge difference to the bottom line of your business?
The answer is a resounding YES!
In the current competitive environment, your company’s strategic objectives have probably gotten more granular. Increasing sales through a mobile app by 20% is a corporate goal that just doesn’t cut as per Gartner survey. So, the real question for you here us, how exactly are you going to increase sales?
The strategic objectives of your organization will have to get more specific. This will help your organization to focus on fine tune the outcomes that you are planning. You will also have to check what impact it creates on the bottom line.
And, that is where CRM mobile app comes in. Customers these days expect you to come to them. So, agility in the field is a must have. It’s not good enough to just be there, either. You need to have the information that the customer needs now. Not tomorrow with a follow up phone call. You will have to have it Now. To close the deal today.
Some Questions You Need to Mull Over
Let me ask you 5 interesting questions and help you understand how businesses wish to drive their business through.
Mobile CRM app can help you to achieve these strategic goals and make such wishes come true. The kind of goals that takes you ahead in the competition and gets money in the bank too.
Mobile CRM Helping Businesses to Take the Strategic Advantage for Your Sales Team
In today’s market it is important to differentiate yourself from the competition. Mobility is a way to increase the level of customer service.
Your sales people might be having high motivation to close higher value sales. While that may seem like an obvious statement, do they have the best tools to accomplish that objective?
Here, Mobile CRM is tool that helps them to drive their motivation in the right direction. It gives them immediate access to product information, account histories, price listings and data on promotions. This helps them to smoothly accomplish their job and offer more option to customers to build good sales. That all while chucking the web of office hassles. No calling back to office to ask for approvals, no return calls, no delays!
Mobile CRM Helping You to Keep Great Salespeople
Mobile technology has become a key role-playing differentiator. Now, companies that don’t provide mobile CRM to their sales people will struggle to fill the vacancies left by those exiting for more agile employers. The ideal solution will allow each sales person to use the device that he or she is most comfortable with. Whether it’s an iPhone, iPad, an Android device or Windows or anything else, they will be more motivated to use it when they love it.
I am sure you also want to earn good revenues from your business. Some real good revenues. Mobile CRM can help you achieve this objective and will render umpteen benefits. So, if you are working on a CRM then it is the high time you should integrate your CRM with Mobile app. All CRM will allow you to get a customizable solution with extend features. For example, if you are using SuiteCRM for your business, you can integrate it with SuiteCRM mobile app. It will be a technically sound, cost-effective and high-end flexible solution with more features. It will work as a light and cost effective platform for your CRM app that hold a potential.
With increasing competition, businesses are constantly figuring out new ways to serve their customers better than their competitors. Traditionally, the only way businesses knew to maximize their revenues was by providing tremendous value to their customers. However, in today’s rapidly disrupting economy, this is not enough! Along with good products, you must also deliver great customer service to keep up with the competition.
CRM is the tool using which giant businesses are dominating the markets. With the help of a CRM, you can deliver great customer service and a seamless user experience. Today, all the giant businesses already have a well-managed CRM to serve their customers – better than ever before!
The problem then is, for most of the businesses, the ideal means of managing their CRM systems is through personal computers. Well, there’s nothing wrong with that! However, managing CRMs solely via personal computer systems limits businesses to reach their customers more often than not.
There are some drawbacks to working on desktops and office spaces. It enables you to be in reach with your customers only when a PC is accessible to you. What about the time when you are on a planned vacation or a weekly off? You cannot let your business slide while you are enjoying your weekends and holidays.
Understanding the severity of this problem, businesses have started adopting mobile CRM apps to reach their customers when they need them. Although giant companies have adopted the use of apps globally, there are many companies that are reluctant to accept the usefulness of a mobile CRM apps.
The perfect SuiteCRM mobile app targeted toward business professionals can help increase access to collateral, keep you more organized, better track performance and allow you to respond to customer issues more quickly.
It’s okay to say, that we are attached to our smartphones and mobile devices. The rise of mobile in all its various mutations means we have access to more information than ever before. And it’s accessible from our pockets, at the mere touch of a button.
"Mobile is the future. And there is no such thing as information overload."
-Eric Schmidt, Google
While all the giant businesses are leveraging mobile CRM apps to build relationships with their customers, here are the ingredients that make a profitable, professional business CRM app:
Elegant & Smooth UI:
People love the quote, “Simple is beautiful!” Reason? No one likes to feel stupid by dealing with complicated stuff! As the matter of fact, people love user interface which is easy to understand and use. This principle applies to everything.
Your website, your new mobile phone as well as your mobile CRM app. With a rich and seamless UI, you can engage your customers better. This will help you increase customer interactions and maximize your business.
Have you ever missed an important follow up email that costed you a good deal? Well, being a business owner – you have many things to take care of. While juggling with a lot of business goals, it is likely to miss on important follow ups. This is when we need a CRM app which never misses any follow ups and keeps us posted about the upcoming follow ups and the pending tasks.
If you want to make the most out of your business, you should never miss important follow ups. Who better than a CRM app can remind you about your pending follow ups? Hence, while choosing a CRM for your business, it is essential to make sure it does not miss out any reminders for the follow ups that can potentially help you grow your business!
Scan QR Code/Business Cards:
Business card scanner comes to your rescue when you are seeking to store business card information in your CRM. With the help of a business card scanner, you can store business information in a matter of moments. You can also review the information before storing it – just to make sure it is free from any discrepancies!
Your SuiteCRM mobile app must have a business card/QR code scanner to help you be more productive and accomplish more.
A Relief from Making Notes
Taking notes and organizing them is a hassle to deal with. It takes a good deal of time while preparing the notes and then again when you need them, you have to go through a bunch of notes to find the one that you are seeking for. There should be a better way to save inputs from recent meetings and collect points which are easily retrievable and one can capture them much easily!
There actually is! Voice Notes is the answer. Record the important bits of information while driving or walking around the street. Link these audio files to your records and you can download them whenever you want to revisit the details.
Just as your smartphone, make sure your CRM is smart enough to record and store voice notes that are important in a well-organized manner.
We live in the world of immediacy. People want it now! With higher expectations and increasing demands of your customers, it is essential for you to match their expectations. The question is, does your CRM app allow you to sign the document electronically right from your smartphone?
It is important for your CRM app to allow you sign documents electronically. Make sure your business CRM app allows you to exchange docs and files instantly that needs your sign.
Here’s the good news!
Won’t it be a tricky job to find a SuiteCRM mobile app that entails all the features at once? Well, it was, until we realized the problem giant companies were facing and decided to solve it for the good!
We worked day in and day out. We toiled, pushed harder every single day, consumed all the caffeine that we possibly could, to create a rich solution which suffices business needs of giants across the globe. Our efforts were remarkable and resulted in a robust solution that we are proud to be the creators of. We call it “TapCRM”.
TapCRM is everything that you will ever need to manage your SuiteCRM from your mobile devices. With the help of TapCRM, you can accomplish everything that you can possibly do from a personal computer.
Check out “TapCRM” features
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For an enterprise business, there must be several third-party business stakeholders. To bring them all on one platform demands a CRM Portal. You may choose to develop one for yourself. Or, look for an agency to do it for you. Both come with cost and time. There’s a third option, look for CRM extensions. But, is it viable for your data security?
An enterprise business having a significant number of partners across the globe is pretty common. A partner portal is an ideal solution for such businesses. It can create a data-sharing platform that provides specific information to the external stakeholders without clutter or data security breaches. It is an ideal method to establish automated communication process and “self-service” mechanism for the end-users of your CRM.
Results of Case Study Published on Sugar
A recent case study published on SugarCRM Blog shared a story of a Construction & Engineering giant. On an average, their staff spent about 20 hours per person every week to manage the communications with their suppliers. They integrated their Accounting programs and customized the SugarCRM modules. Further, they built specialty Portals for sub-contractors and internal departments. Results? 30% increase in project management efficiency, streamlined resource-sharing and reduced time for meetings.
Possible size of the Partner Network for an enterprise and the current scenario of how they communicate with your business, and the business processes:
Before We Get on to Data-Security
Usually, even with the current technology, having the Sugar deployment and everything else, the communication follows the traditional way. Emails, Phone calls, even WhatsApp at times is the standard interface for this Partner-Employee communication.
This method is time-consuming and oftentimes redundant. The critical challenge is due to “not having” a gateway. The end-user of the CRM - your external stakeholder does not have access to your CRM through a secure channel. A SugarCRM Partner Portal could be the fix of this issue. And, that does not even spike a debate similar to whether companies have CRM or not. Absolutely elementary stuff!
So Coming Back Now to Deployment…
Taking matters at hand is heroic. The technology changes, so does the CRM integration challenges, and you would require to work with them while you focus on your core business expertise.
Honestly, if you find a technology-partner with right skill-set, it isn’t really a pickle you are in. Earlier option certainly is. However, this would still require some of your time in Project Management, and vetting the resources. Once you are through that stage, an agency like ours would require a decent amount of time to get through the development of your SugarCRM Partner Portal.
Deployment with CRM Extensions
For starters, we also have an extension to build a SugarCRM Partner Portal. The method of this integration is rather similar to what you did when you deployed Sugar. You integrated the CRM with your website for the CRM to fetch the data.
So Where does the Security Breach come?
Some extensions carry the code of analytics to track the hits, users, etc. Here, the extension is sharing partial data from your CRM to the third-party analytics platform.
AppJetty - SugarCRM Customer Portal
Do not be off by the name. Our SugarCRM Customer Portal can be used for any use case of your integration from CRM to the CRM Portal. Our architecture simply connects your CRM with the CMS or custom admin of the Portal. It is a bridge with anonymity to ensure that there is no leakage of data due to this integration.
So, any possible breach of this data can only trigger from your setup - that I believe you would be in control to take care of.
Some Other Features You Should Know About...
Beyond this, you may or may not wish to have customization to the modules or the portals. If you do, (we can brag) we can certainly do it for you.
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