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Best services provided for Opensource SuiteCRM

By January 10, 2020January 24th, 2020Opensource CRM, SuiteCRM

Lead Management, Sales Force Automation, Activity Management, and Customer Service are at the core of SuiteCRM.

Customer service/support

The SuiteCRM has provided many services in sales and marketing. Therefore, Of course, a critical piece of CRM has customer service/support. Full support for this is built into SuiteCRM.

The Two important features, in particular, contribute to a successful customer relationship is email management and ticket management

  • Email management service

    Have you ever tried to find all of the emails regarding one client in Microsoft Outlook? It’s a ridiculous endeavor unless you use folders, and even that can be more work than it’s worth. Therefore, SuiteCRM has a nice feature where you can send emails directly from the CRM and they’ll be recorded in the lead/account details. Hence, there is even a mail converter available in the SuiteCRM Extensions Marketplace that will scan an inbox for emails and match the recipient email addresses to your current leads/accounts and automatically attach them.

  • Ticket management service

    Resolving customer questions and issues is also a key to CRM success. Therefore, SuiteCRM features a trouble ticket module that provides full help desk or call center functionality. There is also an optional customer portal module that will allow your customers to log in, create support requests, and view their status. This portal also shares much more information with the customer.

There are some other services i.e., Reporting service and document management services

  • Reporting service

    While SuiteCRM features canned reports, it also features a very powerful custom reporting tool that allows you to slice and dice your CRM data. If you’re good with MySQL, you can take that to the next level.

  • Document management service

    Sales people love attachments. Well, at least it seems like they do. Did you ever get an email from a sales rep and there are about 12 PDFs attached? SuiteCRM tries to make their life a little easier by incorporating document management. Any user who is given access can create their own folders and upload any file type for storage on the SuiteCRM server. They can even attach documents to outgoing emails to customers. This can help with document versioning and unify a sales team’s efforts.

Nasir Khan - CRM Expert

Nasir Khan - CRM Expert

More than decade serving client-contact, consistently contributing above average, expertise been honed in cultivating strategic relationship, anticipating problems and communicating with warms, persuasive conviction. • Positioned SugarCRM as the most favorable CRM for BFSI industry in India