Customized SugarCRM Wordpress Integration
Our client, a Loan Management company needed a CRM solution as per the Wordpress structure they are using. They wanted the customers to directly fill in their details and other specifications in SugarCRM and an automated process will check their application with the Loan provider company and update the customer. Ideadunes team customized the Sugar CRM solution so that it works in parallel to the Wordpress theme and serves our client’s specific requirements.
Our client is a Loan Management company with a large number of daily applications from the customers for the different types of Loans. The company checks the loan application status with the Loan provider company and notifies the customer of the status of its application. The customer can also look into the status of his/her application by logging into his/her account. The good news: their customer base was expanding at exponential speed and they had a backlog of servicing the customers because of the improper management of the information in the website and their dependency on the manual processes. The bad news: they needed a sophisticated CRM tool that would automate the process from website to CRM so that the information is in flow and all customers are managed well.
The company needed a customized, user-friendly, highly flexible CRM solution based on the Wordpress structure that could be used across teams in order to organize sales and customer activities, improve efficiency and maintain a valuable relationship with the customers.
Ideadunes team had to figure out an error free solution for proper data flow from the Wordpress site to the SugarCRM instance. API’s needed to be worked well and the process needed to be automated properly.
The Ideadunes developers implemented the Sugar CRM open source solution. They developed new modules; customized other specific modules for Loan Providers, Customer Information, Applications, Loan Applications, Documents, and integrated the solution with the other websites (loan providers) and calling the API’s to know the status of the application of the customer and then updating the customer with an automated process.
- Sugar CRM
Wordpress integration with SugarCRM enabled our client to automate the process and to manage the customer relationship in a very efficient way.
With the SugarCRM implementation, the client was able to bring in the customers directly in the CRM from their Wordpress website, and follow them up in an automated manner thus providing customer the value for their time and gaining the confidence in return.
July 15, 2013