Quickly Reference a Custom 360-Degree Overview of SuiteCRM Account Activities
Give users a summary of important entries connected to their accounts with the Account 360-degree View add-on for SuiteCRM. Track the number of completed and planned activities, status of projects, sales opportunities and more per account.
Handle Open Action Items with Prioritized Updates On Your SuiteCRM Home Page
The MTS Assistant add-on helps your sales and support teams prioritize their next steps by delivering important updates to their SuiteCRM home page throughout the day. See open actions that need immediate attention or nurturing, so you can avoid missing deadlines and follow ups.
Ensure A+ Service with Rules to Escalate Customer Records and Cases to Appropriate Users
The Escalation Management add-on for SuiteCRM automatically escalates records to other members in the operational hierarchy when the record meets certain rules. Users can enter new rules that contain all types of defined criteria, from team organization, business hours, annual holidays, etc. This add-on helps prevent your customer issues from getting lost or going unanswered.
The Significance of Customer Self-Service in the Digital Age
Customers in general aren’t the bedrock of your business – but **happy customers** are. They stay with you longer and bring profitable opportunities. Your marketing should mainly focus on delighting your customers. It attracts new customers who keep buying your products and services again, and most importantly, they spread the word through referrals and social media.
Capture SuiteCRM User Activity by Module, Function, and Time
How do you know if your CRM platform is being used productively by your team? With the User Analytics CRM add-on, gain valuable insights to understand exactly how SuiteCRM is being used on a daily basis. Get analytics like CRM usage by module with the number of records created, updated, or deleted, plus time spent on each function.
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Sales Quotas
Define Quotas for your Sales Reps and visualize achievement and forecast.
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Field Level Access Control For SuiteCRM
If you are a SuiteCRM owner, you can provide users with field-level access in your CRM through SuiteCRM Field Level Access Control. Our plugin enables the admin to display only relevant field data to users who have been assigned roles.
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Dashlet Roles
Be explicit about which users have access to each specific dashlet. Enable or disable dashlets for certain types of users regardless of what their permissions are to that module. Gives finer control over the data available to a user from the home page dashboard.
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