Embed Your CRM within G Suite and Office 365
Sugar Connect helps connect your historical Customer Conversations to the Customer Engagement Apps You Use Most.
Sugar Connect leads your way to your most important customer experience activities into the email and calendar apps Sales and Services use every day. By maintaining your CRM, email, and calendar tools up-to-date without ever having to enter your data. With Sugar Connect, your G Suite or Office 365 account can connect with your Sugar instance to surface relevant data from Sugar as you interact with prospects and customers in real-time. It’s the easiest way to provide the types of truly personalized experiences that helps to create and retain your customers throughout your life.
What you can do with Sugar Connect?
Contextual data for personalized conversation with your customers
- Get information with context about the customers you’re communicating directly within your email tool.
Sync Contacts, Calenders and more
- It’s not just emails that stay synced. Access and update Sugar across various GSuite and Office 365 Apps including events, tasks, and contacts at all times
Personalize Customer Outreach
- Tune up messages with insights provided in real-time based on who, what and when you’re emailing.
Get a complete Visibility of your Customer
Get a complete customer view into the health of your accounts, contacts, leads and opportunities directly within G Suite or Office 365. You will be able to see all customers email in the sidebar of your email app.
Scheduling meetings simplified
Sugar Connect enhances your team’s productivity with a professional meeting scheduler that includes a unique link to your calendar and business hours.
Customize meeting types and configure fields to streamline the important details right to your Sugar instance.
Keep an eye on your Prospects
Get notified instantly as soon as your prospect has interacted with your email. Then, plan your next action and reach out with the right message, at the right time.
Easy Update with Sugar Connect
Archive important emails to Sugar, and specify exactly which opportunity, contact or account they should be connected to. Sync and access shared calendars so you don’t need to maintain multiples.
Track Critical Metrics
Be aware of how your Sales reps are spending their time and analyse your team by checking what’s working for your team. With the help of Sugar connect check easily how your prospects are engaging with emails