Sugar Connect

Description

Sugar Connect brings your most important customer experience activities into the email and calendar apps Sales and Services use every day. 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 in G Suite or Office 365, and pull 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

Automate Data Entry
• 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

Effortless CRM
• Provides server-side integration with Microsoft Office 365 and Google G Suite
• Provides client-side integration with Windows Outlook
• Provides client-side integration with MacOS Outlook

Meeting Scheduling Assistant
• Easily schedule meetings with your customers, without the back-and-forth