CRM for Google Workspace: Seamless Gmail Integration with SugarCRM

A CRM that works from Google Workspace – SugarCRM integration with Google Workspace

Enhance relationships and attract more customers by integrating your CRM with Google Workspace. This integration is available as an add-on for various CRM solutions:

1. Sugar Sell Advanced
2. Sugar Sell Premier
3. Sugar Enterprise +

This integration can also be purchased as an add-on for the following CRM products at $15 per user per month:

1. Sugar Enterprise
2. Sugar Serve

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Why Choose Gmail Integration with Your CRM

Integrating Gmail and Google Calendar with your CRM streamlines your workflow by reducing the need to switch between applications. This integration allows you to track leads, create contacts, and archive emails all in one place, making it easy to manage everything without leaving Gmail. You can quickly find tasks by priority and status directly within Gmail, simplifying the process for those new to CRM systems.

For salespeople and users who are used to old systems or have never used a CRM, adopting a new tool can be challenging. They might resist or find reasons to avoid using the CRM. However, with this integration, they can access CRM features right inside their Gmail without needing to switch to another app.

Integrates smoothly with your Gmail / Google Workspace

Top Benefits of SugarCRM + Google Gmail

1. Complete Customer View in Gmail for Enhanced Productivity
2. Effortless Data Management
3. Arrive Prepared for Every Meeting
4. Benefits of Email Archiving to CRM

Complete Customer View in Gmail for Enhanced Productivity

Users can enjoy all the features of SugarCRM directly within Gmail through seamless Gmail CRM integration. This eliminates the need to log in to SugarCRM separately or switch between different applications. This integration not only saves time but also ensures that nothing important is missed and significantly improves a salesperson’s productivity. By reducing time wasted on switching applications, users can streamline their work effectively.

By simply opening Gmail, users can access and manage all their customer data in one place, providing a complete overview without leaving their inbox. They can view all customer information, including opportunities, cases, leads, and contacts.

This streamlined workflow helps users stay organized and focused on building strong customer relationships. Many people are reluctant to use CRM applications, and despite the company’s investment in licenses, they may not use the system effectively. By integrating CRM directly into Gmail, users are more likely to adopt and utilize the CRM, making it a more accessible and practical tool.

Effortless Data Management

Gmail CRM integration makes syncing your Google Contacts to your CRM easy and hassle-free. When you receive an email from an external party in Gmail, you can quickly create a new lead or contact in your CRM. Archiving important emails in your CRM is also simple, taking just a few clicks. You can choose to sync emails with or without attachments and set archiving to be automatic or manual based on your preference.

Additionally, this integration allows you to track emails sent to your customers, providing insights into whether the recipient has opened your email, how many times they clicked on links, and whether they downloaded any attachments.

Arrive Prepared for Every Meeting

Gmail CRM integration extends to your Google Calendar, allowing seamless integration with your CRM. You can easily view event and meeting details, as well as participant information, directly from your Google Calendar, ensuring a smooth workflow.

Save time by avoiding the hassle of managing separate calendars across different platforms.

You can also access shared calendars and use a personalized link to schedule meetings. This Gmail CRM integration helps you stay organized and makes meeting preparations effortless.

Benefits of Email Archiving to CRM

• Complete Information Access: By archiving emails to the CRM, users can easily access all relevant information about an account, such as sales or ticket details. This integration ensures that everyone on the team stays up-to-date with important information.
• Streamlined Communication: In today’s business environment, where 70% of communication happens via email, archiving emails to the CRM through Gmail CRM integration allows the entire team to stay informed about prospects. This is particularly helpful if a sales team member is unavailable. The rest of the team can seamlessly pick up where they left off.
• Access to Historical Information: Email archiving through Gmail CRM integration ensures long-term access to historical data. Unlike traditional systems where emails may be deleted if a user leaves, the information about opportunities they’ve closed or tickets they’ve resolved remains in the CRM. This data is valuable for analytics and tracking work activities.
• Improved Collaboration: With Gmail CRM integration, archived emails are easily accessible, allowing any team member to step in and pursue deals. This ensures that communication with prospects continues smoothly, even if a specific salesperson is absent.

Conclusion

Gmail CRM integration seamlessly connects CRM systems with Google Workspace, enhancing productivity by bringing CRM functions directly into Gmail. This integration streamlines workflows, ensures easy access to customer data, and simplifies email archiving, making CRM adoption more intuitive and effective for users.

Bhea, a trusted SugarCRM partner since 2007, has successfully implemented SugarCRM across various domains. For expert SugarCRM implementation, training, or support services, contact us today. We’re here to help you maximize the potential of your CRM.