Sugar Integrate: All You Need To Know!

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The SugarCRM platform comes well equipped with all that you need to seamlessly manage your customer relationships and add efficiency to your business management. This includes the ease and flexibility that Sugar provides to its users with its open-source and highly customizable nature.

One major step that Sugar has taken in this regard is the launch of the new Sugar Integrate platform. This cloud-based platform is meant to address all your integration needs minus the complications.

Sugar Integrate attempts to ease up the complicated process of managing data over multiple platforms. It does so by offering its users the option to incorporate pre-made integrations into their CRM.

So how exactly does Sugar Integrate make your SugarCRM more efficient? Let’s find out!

Speedy Integrations

Sugar Integrate comes with over 200 pre-built integrations, be they integrations with accounting software, payment gateways, or even other customer relationship management platforms. These integrations are reusable and get progressively easy to use. With every integration, it becomes easier and more convenient to integrate further, effectively employing a one-to-many integration approach.

Sugar Integrate enables this ease and efficiency with the help of a few salient features. Whether you need to migrate old data or a brand new integration, the platform is well equipped to deal with your needs.

Adapters

Adapters normalize and enhance the native endpoint, be they a pre-made API connection resource or a recently developed application. These adapters allow for data specification and standardized access including model schemas, normalized APIs, and event management.

Adapter Builder

With the adapter builder, you can tailor an adapter to your specific needs or even build a new one from scratch. With the adapter builder, it is easy to modify the native API endpoint according to the need.

Common Resources

The ease with which the integrations are done can also be attributed to the use of a basic, normalized model for data. In order to do point-to-point mapping of data, the normalized model saves time and effort that would have been required otherwise. 

Pre-Built Templates 

The platform comes with pre-made templates that were built keeping certain key specifications in mind. This allows users to quickly establish their business process using the templates convenient to them.

Procedures

With Sugar Integrate, users can build reusable workflows that are compatible with their needs. Other procedures include the setting up of automatic or manual triggers, data transformations, multiple API calls, and the creation of several reusable resources for efficient business management.

Data Loader

Another useful feature of Sugar Integrate is the easy means of migrating data from any other customer experience platform to Sugar. This applies to all bulk transfers of information no matter what the platform is.

Central Management

Instead of switching from interface to interface, Sugar Integrate allows users to monitor their integration process from a single console. This reduces the time and effort required to deploy integrations and adds to the overall efficiency.

Easy Data Transfer

Sugar Integrate anticipates the need for employers to keep up with the best customer service platform available. At the same time, large reserves of data are stored in the existing system, which makes it difficult to transition to another platform. With Integrate, this transfer is made easy, even with systems that do not support bulk transfers. 

Convenient Updates

The integration process does not need to be constantly maintained as the versions of Sugar or other platforms change. The new integrations are kept apart from any changes in the API or data schemas.

Our Two Bits!

At Rolustech, we provide the integration and support you need to supplement your CRM needs. Whether its the deployment of the Sugar Integrate platform or the Data Migration, Rolustech will be happy to provide you with its assistance and expertise.

Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped several firms with various Migrations and Integrations. Get in touch today for your FREE Business Analysis. We will be happy to assist you!

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