Sugar Connect: Why Do You Need It?
As Elite SugarCRM Partners, recommending and implementing the best integrations is part of our service! And one thing we can’t live without is Sugar Connect, an essential tool that centralises all customer data and integrates your CRM with your email platform.
What is Sugar Connect?
Sugar Connect is an email and calendar integration that syncs seamlessly with SugarCRM’s suite of products. You can use Sugar Connect to sync your email and Sugar contacts, calendars, records and email templates to save time and manage everything in one place. Sugar Connect is already included with Sugar Sell Premier, Sugar Sell Advanced, and Sugar Enterprise+.
Keep reading to learn why we believe it’s a valuable asset to all Sugar users.
Benefits of Sugar Connect
Seamless Email Sync
Sales and marketing teams often juggle multiple tools for email communication, scheduling meetings, or social media engagement. Without a unified system, this can lead to scattered information, missed opportunities, and an overall fragmented view of customer relationships. Sugar Connect solves this problem by enabling automatic synchronisation between SugarCRM and other key platforms.
Sync Calendar and Meetings
The connection goes beyond just emails. With Sugar Connect, your calendar and meetings sync in real-time from your Outlook or Gmail calendar directly into SugarCRM’s ecosystem. This flawless integration manages your schedule effortlessly while ensuring your CRM stays consistently up-to-date.
Time-Saving Automations
Eliminate the hassle of manually logging every meeting and email into your system or assigning them to the right contact. With Sugar Connect, this process is simple. When you send an email from your preferred platform, the plug-in automatically creates a record in your CRM and links it to the appropriate contact. This smart automation saves you valuable time and streamlines your workflow, leaving manual data entry in the past.
Centralised Information
One of the most valued aspects of CRM is storing all information in one centralised and accessible location. With features such as role permissions in Sugar, you can control who has access to view your availability and activities at just the click of a button – no physical input required.
As Sugar Connect is available on both Apple and Android operating systems, accessibility isn’t an issue either. Available for Gmail and Outlook, Sugar Connect is straightforward to set-up.
It's More Than Just Syncing
Sugar Connect ensures you stay aligned with your entire company, not just a single team. With slick email-to-CRM syncing directly from your email client and automatic calendar updates within the CRM, you can say goodbye to missed meetings and accidental double bookings. This allows you to focus on what you do best, confident that your scheduling and communication are always under control, thanks to Sugar Connect.
Want to discover more Sugar add-ons? Explore our SugarCRM plug-ins today and let the platform handle the tasks you’d rather not.
