Synchronise your data with Sugar Connect

HomeSynchronise your data with Sugar Connect

A Customer Relationship Management (CRM) platform is designed to give you a 360-degree view of your customer. The more information you have in your system, the better. So, having your emails synchronised with your CRM consistently enhances your ability to create an excellent customer experience. That’s why Sugar Connect is such a popular tool – it takes SugarCRM one step further.

SugarCRM is a powerful CRM platform that allows you to streamline your sales, marketing, and services. It uses automation and integration to empower your team to focus on the tasks that matter.

Learn more about SugarCRM.

We’ve been partnered with SugarCRM since 2005. We design, develop, manage, and implement bespoke SugarCRM systems for businesses of all sizes in all industries. Our dedicated SugarCRM teams are here to create a system that works for you.

Read about our partnership with SugarCRM.

Sugar Connect

Sugar Connect is a powerful tool that syncs SugarCRM with G Suite or Office 365. This extends the functionality of SugarCRM and allows you to access your data from one single platform.

It ensures a personalised experience is provided at every customer touchpoint. By connecting your information, it reduces the need for data entry and switching between applications.

Talk to our team about Sugar Connect.

Sugar Connect automatically archives all emails to get a 360-degree view of the customer

Emails are a huge part of any business. So, having all inbound and outbound emails synced to your CRM allows your team to gain a 360-degree view of a customer.

For example, your Account Managers will be able to see previous communication to ensure a personalised experience, your Project Managers will be able to see client feedback and questions, and your Support team will be able to collaborate with the rest of their team to resolve issues quickly and easily.

Sugar Connect allows you to archive emails against accounts, opportunities or contacts in SugarCRM, making their communication history available with a single click.

This will also save you and your team huge amounts of time. You’ll no longer need to trawl through old emails. Everything you need to create a tailored customer experience will be there in one centralised platform.

Sync your calendars and events

Never maintain multiple calendars again with Sugar Connect. Instead of spending time manually entering events, invites, and details, your meetings automatically synchronise with SugarCRM.

Sugar Connect works for you. It takes away the possibility of human error and allows you to focus on the tasks that matter most.

Sugar Connect simplifies the meeting scheduling process. You’re able to create unique sharable links to let others know your availability. Then, once the meeting has been scheduled, it automatically records in your calendars.

Create tailored emails with ease

Emailing customers with information has never been easier with Sugar Connect. When writing an email, you can access information from SugarCRM in an easy-to-use sidebar. Create, update, and delete records without leaving your email client.

You can use email templates created in your SugarCRM system. This makes it easy to send professional communication to your contacts.

You can also track your emails. Seeing the number of opens, click-through rates, and replies will allow you to target your contacts with more personalised communication based on what they have shown interest in.

Did you know? You can use Sugar Connect to schedule dates and times for emails to be sent!
Benefits of Sugar Connect:
  • Increased efficiency and productivity
  • Improved end-user adoption
  • More accurate and complete data
  • Faster response times