{"id":10047,"date":"2015-04-20T09:51:59","date_gmt":"2015-04-20T09:51:59","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10047"},"modified":"2026-02-10T09:21:15","modified_gmt":"2026-02-10T09:21:15","slug":"integrate-crm-self-service-portal-with-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/20\/integrate-crm-self-service-portal-with-sage-crm\/","title":{"rendered":"Integrate CRM Self Service Portal with Sage CRM"},"content":{"rendered":"<p>A Self Service Portal wouldn&#8217;t be as powerful if it didn&#8217;t come with CRM integration. Keeping in mind an organization\u2019s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service Portal comes with Sage CRM integration while integrations with various other CRMs like Sugar CRM, Microsoft Dynamics CRM, etc\u2026 have been planned for the future and are in the pipeline.<br \/>\n<span style=\"color: #993300;\"><strong>For a trial run of CRM Self Service Portal integrated with Sage CRM, contact us at<\/strong><\/span> <span style=\"color: #000080;\"><span style=\"color: #000080;\">admin@crmselfservice.com<\/span><\/span><br \/>\nOnce you integrate CRM Self Service Portal with Sage CRM, you can do the following things,<br \/>\nSync Cases, People and Companies from Self Service to Sage CRM and vice versa,<\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #000080;\"><span style=\"color: #000080;\">Website<\/span>\u00a0| <span style=\"color: #000080;\">Follow us<\/span> |\u00a0<span style=\"color: #000080;\">Video<\/span><\/span><\/strong><\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-1.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-10048\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-1.jpg\" alt=\"Blog Post 1\" width=\"668\" height=\"639\" \/><\/a><\/p>\n<p style=\"text-align: center;\"><strong><span style=\"color: #000080;\"><span style=\"color: #000080;\">About CRM Self Service Portal<\/span><\/span><\/strong><\/p>\n<p>With this feature, cases raised, Users and Companies added in Self Service Portal will get synced with Sage CRM. You can also select Users and Companies in Sage CRM which you want to sync back with CRM Self Service. The cases that you resolve in Sage CRM get synced back to the Portal.<br \/>\nYou can also set up a sync interval and the cases will automatically get synced according to the sync time that you set up.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-2.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-10049\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-2.jpg\" alt=\"Blog Post 2\" width=\"479\" height=\"278\" \/><\/a><\/p>\n<p>Cases can also be synced manually according to your convenience.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-3.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-10050\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2015\/04\/Blog-Post-3.jpg\" alt=\"Blog Post 3\" width=\"673\" height=\"263\" \/><\/a><\/p>\n<p>When you integrate CRM Self Service with Sage CRM, you give your Clients the user-friendliness of a Self Service Portal to raise their cases while you get the efficiency of Sage CRM to resolve the cases<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Self Service Portal wouldn&#8217;t be as powerful if it didn&#8217;t come with CRM integration. Keeping in mind an organization\u2019s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/20\/integrate-crm-self-service-portal-with-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[650,817,888,2077,2086,2261,2262,2440],"class_list":["post-10047","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-case-management","tag-crm-self-service","tag-customer-portal","tag-sage-crm-integration","tag-sage-crm-integrations","tag-self-service","tag-self-service-portal","tag-ticket-management"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Integrate CRM Self Service Portal with Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/04\/20\/integrate-crm-self-service-portal-with-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Integrate CRM Self Service Portal with Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"A Self Service Portal wouldn&#8217;t be as powerful if it didn&#8217;t come with CRM integration. Keeping in mind an organization\u2019s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. 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