durch SugarCRM, Inc.
Effortlessly manage customer relationships and follow-up activities with Sugar in Outlook 365.
Sugar Connect brings your most important customer experience activities into Office 365. Keep your CRM, email, and calendar tools up-to-date without having to ever manually enter data. With Sugar Connect, customer and prospect details automatically sync to Office 365. Connect pulls relevant data to the surface as you interact with prospects and customers in real time. It’s the easiest way to provide the types of truly personalized experiences that create and retain customers for life.
360-degree Customer View
• Access Sugar information from a sidebar when reading or composing an email
• Create, update and delete records and fields in Sugar Sell and Serve
• Attach emails to Opportunities, Contacts, or Accounts
• See all customer emails in the sidebar
• Access and use CRM email templates
• Visualize history of your team's communication with prospects and customers
Automate Data Entry and Boost CRM Adoption
• Archive all inbound and outbound emails
• Specify exactly which Opportunity, Contact, or Account you’d like the email to be archived to
• Sync and access shared calendars so you don’t need to maintain events in multiple calendars
• Relate events to attendees’ records in Sugar
Meeting Scheduling Assistant
• Easily schedule meetings with your customers, without the back-and-forth
Email Prospecting and Engagement
• Prospect effectively with email by leveraging campaign templates from CRM
• Track outbound emails, open and click through rates
Note: This product does NOT support Internet Explorer. For list of all platforms supported please refer to this link https://support.sugarcrm.com/Resources/Supported_Platforms/Plug-ins_Supported_Platforms/
Sugar Connect Subscription
Sugar Connect add in is available only for SugarCRM customers who have a valid subscription to any of the following products:
- Sugar Professional
- Sugar Enterprise
- Sugar Ultimate
- Sugar Sell
- Sugar Serve
For more details on obtaining the SugarCRM solution, please refer to this link https://www.sugarcrm.com/pricing/
In addition to the subscription charges for the Sugar products listed above, there is an additional subscription charge for Sugar Connect.
Refer to https://www.sugarcrm.com/solutions/connect-email-integration/ for more information or contact your account representative or partner for pricing information about Sugar Connect.
- Es kann Daten über das Internet senden.
- Dieses Add-In kann den Inhalt von Elementen in Ihrem Postfach lesen oder ändern sowie neue Elemente erstellen. Es kann in jeder Nachricht und in jedem Kalenderelement auf persönliche Informationen zugreifen, beispielsweise Text, Betreff, Absender, Empfänger oder Anlagen. Es sendet diese Daten möglicherweise an einen Drittanbieterdienst.