Effective Way to Provide Secure Access to Your Partners for Your SugarCRM PowerPoint PPT Presentation

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Title: Effective Way to Provide Secure Access to Your Partners for Your SugarCRM


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Effective Way to Provide Secure Access to Your
Partners for Your SugarCRM
sales_at_appjetty.com
For an enterprise business, there must be several
thirdparty business stakeholders. To bring them
all on one platform demands a CRM Portal. You
may choose to develop one for yourself. Or, look
for an agency to do it for you. Both come with
cost and time. Theres a third option, look for
CRM extensions. But, is it viable for your data
security?
www.appjetty.com
2
sales_at_appjetty.com
An enterprise business having a significant
number of partners across the globe is pretty
common. A partner portal is an ideal solution
for such businesses. It can create a data
sharing platform that provides specific
information to the external stakeholders without
clutter or data security breaches. It is an
ideal method to establish automated
communication process and selfservice
mechanism for the endusers of your
CRM. Results of Case Study Published on Sugar A
recent case study published on SugarCRM Blog
shared a story of a Construction Engineering
giant. On an average, their staff spent about 20
hours per person every week to manage the
communications with their suppliers. They
integrated their Accounting programs and
customized the SugarCRM modules. Further, they
built specialty Portals for subcontractors and
internal departments. Results? 30 increase in
project management efficiency, streamlined
resourcesharing and reduced time for meetings.
www.appjetty.com
3
sales_at_appjetty.com
Possible size of the Partner Network for an
enterprise and the current scenario of how they
communicate with your business, and the business
processes
Before We Get on to DataSecurity Usually, even
with the current technology, having the Sugar
deployment and everything else, the communication
follows the traditional way. Emails, Phone
calls, even WhatsApp at times is the standard
interface for this PartnerEmployee
communication. You are a little advanced, you
prefer Slack, or Skype. It all boils down to two
people at different location, for one of them
requiring certain piece of information which
could be readily available on your Sugar. This
method is timeconsuming and oftentimes
redundant. The critical challenge is due to not
having a gateway. The enduser of the CRM
your external stakeholder does not have access
to your CRM through a secure channel. A SugarCRM
Partner Portal could be the fix of this issue.
And, that does not even spike a debate similar
to whether companies have CRM or not. Absolutely
elementary stuff!
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4
sales_at_appjetty.com
So Coming Back Now to Deployment Taking matters
at hand is heroic. But, is that heroism needed?
The question I asked most my clients during
my interaction with them is that are you a
technology company? If yes be my guest, and
develop your way to growth. If not, the
technology changes, so does the CRM integration
challenges, and you would require to work with
them while you focus on your core business
expertise. So, let an expert do this for you.
Here, we came to an agency. Similar to ours.
Honestly, if you find a technology partner with
right skillset, it isnt really a pickle you are
in. Earlier option certainly is. However, this
would still require some of your time in Project
Management, and vetting the resources. Once you
are through that stage, an agency like ours
would require a decent amount of time to get
through the development of your SugarCRM Partner
Portal. Deployment with CRM Extensions For
starters, we also have an extension to build a
SugarCRM Partner Portal. And, there are many
others available in the market, too.
www.appjetty.com
5
sales_at_appjetty.com
The method of this integration is rather similar
to what you did when you deployed Sugar. You
integrated the CRM with your website for the CRM
to fetch the data. Now, you require that CRM
data to flow back into another website the CRM
Portal.
So Where does the Security Breach come? Not all
extensions just fetch the data from the CRM and
pass on to the CRM Portals. If they require
processing this data, your CRM data is going to
be exposed to the vulnerabilities on the
database and server setup of the owner of this
extension. Also, some extensions carry the code
of analytics to track the hits, users, etc.
Here, the extension is sharing partial data from
your CRM to the thirdparty analytics
platform. AppJetty SugarCRM Customer
Portal Do not be off by the name. Our SugarCRM
Customer Portal can be used for any use case of
your integration from CRM to the CRM Portal. We
understand this security concern, we aimed to
build a solution that does arise this concern at
all.
www.appjetty.com
6
sales_at_appjetty.com
Our architecture simply connects your CRM with
the CMS or custom admin of the Portal. It is a
bridge with anonymity to ensure that there is no
leakage of data due to this integration. I
would still not say that your CRM data is secure
while using this extension/plugin. But, it would
not add any vulnerabilities. You would be
hosting this CRM data on your secure servers,
just the way you have done it at present. So,
any possible breach of this data can only trigger
from your setup that I believe you would be in
control to take care of.
  • Some Other Features You Should Know About...
  • RoleBased Accessibility
  • Generate Mass Credentials 3.Custom Page
    Layouts
  • Beyond this, you may or may not wish to have
    customization to the modules or the portals. If
    you do, (we can brag) we can certainly do it for
    you.

www.appjetty.com
7
sales_at_appjetty.com
While you are searching for an agency to develop
SugarCRM Partner Portal, we built a solution
altogether we sure can do that. Why dont you
plan a schedule or a demo with our experts and
explore the solution yourself? View Original
Source https//www.appjetty.com/blog/secureacce
sspartners yoursugarcrm/
www.appjetty.com
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