The Sage CRM (SageCRM) Self-Service Portal is a Sage CRM add-on designed to allow customers, vendors, partners and other third-parties controlled access to parts of your Sage CRM system so they can stay updated on cases, tasks, projects, opportunities, or other information that you choose to share. You control what they see and allow them to access information related only to them.

The Self-Service portal is designed to use the key elements of the Sage CRM user interface with a completely customizable interface. Some of my past Self-Service projects have used the out-of-the-box look and feel, while others have been customized to seamlessly integrate with our clients’ corporate websites.

If you are wondering if Self-Service could fit your business, think about the businesses that you work with. Would they have any desire to see existing information that is stored in your Sage CRM system on demand, when they want?

Some examples include:

  1. Requesting information or product literature
  2. Updating addresses or primary contact information
  3. Requesting customer service
  4. Tracking shipments or order history
  5. Reviewing purchasing history

These are just a few of the many ways that Self Service can help you provide a better experience to your customers, vendors, partners and other third-parties. If you are interested in other ideas about Self-Service, just contact Azamba. We’re ready to help.