Sugar Connect
Sugar Connect
Complete Mail and Calendar CRM Integration
Find your Prospect and Customer Data at your Fingerprints
Eliminate manual data entry and ensure your CRM, email, and calendar tools stay current through effortless synchronization. Sugar Connect seamlessly integrates your Google Workspace or Office 365 account with your CRM, providing real-time access to information from Sugar as you engage with prospects and customers. With Sugar Connect, let the platform do the work for you.
Find your Prospect and Customer Data at your Fingerprints
- Achieve full visibility into the status of your accounts, leads, and opportunities directly within your email application.
- Effortlessly access Sugar information from a convenient sidebar while reading or composing emails.
- Seamlessly create, update, and delete Sugar records without ever needing to leave your email client.
- Easily link emails and their attachments to your Sugar records like opportunities, leads, and cases for a smoother workflow.
- Effortlessly access and utilize CRM email and campaign templates to enhance your marketing efforts.
- Allow customers to view and select a suitable meeting time by sharing your calendar with them.
Sugar Connect Feature FAQs
Answer: One of the key advantages of Sugar Connect is complete visibility of the ‘Customer View’ from the mail client. You can view relevant Sugar information from the side panel of your email client when you are reading or composing an email.
Answer : Sugar Connect boosts team productivity by synchronizing the Sugar calendar with the mail client calendar, or vice versa. This integration ensures that your team stays on top of appointments, meetings, and deadlines without having to switch between applications.
Answer : Yes, you can easily archive important emails with the click of a button using Sugar Connect. Whether you’re marking email conversations for archiving or working on emails, the system pushes the information to Sugar, whether it’s Office 365 or Google Workspace. Sugar Connect seamlessly presents the information, showing the relevant information whether you’re working on email or Sugar. This frees up sales or support personnel from having to switch between Sugar and email applications frequently to access the information they need.