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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

A new-age business process automation platform to develop and manage operations workflow. The highly scalable workflow management software is widely used by utilities to track energy efficiency and demand-side management programs as well as interconnection agreements. The platform is both a database as well as a tracking solution that works with any application process from start to fulfillment. ANB currently supports multiple companies’ program tracking and reporting needs across the United States. Our eTRACK+ platform provides program administrators, implementers, and evaluation, measurement, and verification personnel with comprehensive data tracking and reporting from application creation to submission. This comprehensive tool empowers our clients to become data-savvy, realize operational efficiencies, comply with regulatory requirements, improve customer satisfaction, and lower operating costs. ANB is a certified minority business enterprise headquartered in Sugar Land, Texas. Our team of over 100+ project managers, business analysts, technology developers, and marketing specialists is uniquely qualified to support a wide variety of information technology needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Alchem-e Dashboard Yes 
AuthN by IDEE Yes 
BNM360 Yes 
CXInfinity Yes 
CorralData Yes 
DQ Studio Yes 
DRM No 
Drivetrain Yes 
ON24 Yes 
Pandium Yes 
Progress DataDirect Yes 
Saay Yes 
Sales Boomerang Yes 
Span Global Services Yes 
TechGrid Yes 
Truto Yes 
VoIPco Telecom Yes 
Zendesk Yes 
Zuar Runner Yes 
display block Yes 

Integrations

Alchem-e Dashboard No 
AuthN by IDEE No 
BNM360 No 
CXInfinity No 
CorralData No 
DQ Studio No 
DRM Yes 
Drivetrain No 
ON24 No 
Pandium No 
Progress DataDirect No 
Saay No 
Sales Boomerang No 
Span Global Services No 
TechGrid No 
Truto No 
VoIPco Telecom No 
Zendesk No 
Zuar Runner No 
display block No 

Pricing Details

$9 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
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) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com/solutions/connect-email-integration/

Vendor Details

Company Name

ANB Systems

Founded

1997

Country

United States

Website

www.anbsystems.com/etrackplus-workflow-management-software-utilities/

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 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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