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Description
CASH for Sugar enables you to grant access to essential data in Sugar to a multitude of external parties, ranging from dozens to potentially thousands. This system allows you to provide limited data access to individuals who previously couldn't retrieve information without being logged into Sugar. For instance, if you collaborate with multi-line sales representatives, you can permit them to access their accounts solely to examine detailed account information. Additionally, customers or vendors can monitor the progress of projects recorded in Sugar. Furthermore, customers have the ability to log into the portal to create support cases, check the statuses of their support queries, and retrieve important company documents. They can even access product information, such as available inventory, if your system is integrated with ERP software. This level of accessibility empowers users and enhances communication between businesses and their clients.
Description
Sugar Connect integrates essential customer experience functions into the email and calendar applications that Sales and Services utilize daily. This innovative tool ensures your CRM, email, and calendar systems stay synchronized without the need for manual data entry. By linking your G Suite or Office 365 account with your Sugar instance, you can access pertinent information as you engage with prospects and clients in real-time. This seamless integration is the simplest method to deliver genuinely personalized experiences that foster long-term customer loyalty. Receive contextual insights about the individuals you’re corresponding with right within your email platform. Eliminate the hassles of switching between apps, as the no-touch synchronization is both automatic and straightforward. Tailor your communications with immediate insights based on the recipient and the timing of your emails. Additionally, you can achieve comprehensive visibility into the status of your accounts, contacts, leads, and opportunities directly through G Suite or Office 365, making your workflow more efficient than ever before. The convenience of this integration ultimately enhances your ability to nurture strong relationships with your clients.
API Access
Has API
No
API Access
Has API
No
Integrations
Sugar Sell
Yes
Aritic Mail
No
BNM360
No
Creditsafe
No
Cyber360
No
Ema
No
Force24
No
ICR Evolution
No
LeadsRain
No
Liana Cloud PR & Media
No
Integrations
Sugar Sell
Yes
Aritic Mail
Yes
BNM360
Yes
Creditsafe
Yes
Cyber360
Yes
Ema
Yes
Force24
Yes
ICR Evolution
Yes
LeadsRain
Yes
Liana Cloud PR & Media
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$9 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Faye Business Systems Group
Founded
2009
Country
United States
Website
fayebsg.com/sugarcrm-portal/
Vendor Details
Company Name
SugarCRM
Founded
2004
Country
United States
Website
www.sugarcrm.com/solutions/connect-email-integration/
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
No
Lead Management
No
Meeting Management
Yes
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No
