Sugar Connect

bởi SugarCRM, Inc.

(9 xếp loại)

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

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

In addition to the subscription charges for the Sugar products listed above, there is an additional subscription charge for Sugar Connect.

Refer to for more information or contact your account representative or partner for pricing information about Sugar Connect.

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