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Customer Support: Self-Service Portal

Sugar's Customer Self-Service Portal allows companies to provide self-service capabilities to customers and prospects for key marketing, sales and support activities. Customers can create cases, upload relevant information, search the knowledgebase, and track cases to resolution without ever having to pick up a phone. All cases automatically appear within the Sugar Cases module.

Impact

  • Reduce the number of inbound support calls by offering a self-service environment.
  • Expose support knowledge to customers through FAQs and Knowledgebase.
  • Allow customers to update account information and manage newsletter subscriptions.
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Customer Support: Self-Service Portal
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Account Updates

Allows customers to update account, contact, billing and shipping address information in one single location.

Subscription Management

Customers can select and manage their subscriptions to newsletters and email lists which are automatically registered within the SugarCRM Campaigns module.

Knowledge Search

Reduces the number of inbound support calls by allowing customers to search for resolutions within the Customer Self-Service Portal. The self-service portal also exposes the FAQ's written and managed within Sugar.