_ sugarcrm_cube_logoSugarCRM is widely known as one of the most innovative and cost-effective CRM solutions on the market, and a recent project conducted by Atcore Systems for one of our clients in higher education serves as an example of SugarCRM's cost-effectiveness.  

The Problem: Customer Access to SugarCRM Data with Limited Licenses

One of the many services offered by our client is lead generation. Utilizing comprehensive marketing strategies based on the unique needs of their customers, our client generates large volumes of leads, which are then stored in SugarCRM. However, many of our client's customers require access to their lead data. Lead data that our client manages with Sugar. As you probably know, like other CRM systems, only licensed users can access Sugar. While the cost of a SugarCRM license is often more affordable than other top CRM solutions, it was not cost-effective for our client to purchase a license for every customer that needed access to lead data in Sugar.  

The Solution: A Custom SugarCRM Portal

We’ve established that our client has customers that need access to SugarCRM, and that it isn't cost-effective to purchase a license for each customer. The solution to this problem was a custom portal developed by the team at Atcore Systems. Where an out-of-the-box SugarCRM portal gives access to the Knowledge Base, Cases and Bugs modules, the custom portal created by Atcore provides read-only access to data our client needs to share with their customers. Information like Leads, Calls, Email, Notes and Reports. In addition, the custom portal includes the look and feel of SugarCRM, making the portal easier for users to become acclimated with. This solution gives customers of our client access to their lead data without our client having to purchase additional licenses. A solution made possible due to the flexible nature of the SugarCRM platform.  

An Overview of the Custom Portal

Users access the portal by entering a username and password Login   Data within the custom portal has the same look and feel of the SugarCRM list and detail view
List View
List-View  
Detail View (Business Card)
Detail-View-1  
Detail View (Subpanel)
SubPanel-1024x373   This solution is just one of the many ways SugarCRM enables businesses to create extraordinary customer relationships in a cost-effective way. To learn more about the cost-effectiveness of SugarCRM, click here. We’d also love to hear your feedback, so leave a comment below or contact us. UA-Newsletter-Image