Streamline Team Communication with SugarCRM and Slack Integration

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Team communication plays a crucial role in achieving business goals. As team members communicate through multiple channels and at different times, it becomes difficult to keep everyone on the same page.

But this isn’t a problem ever since the world was introduced to Slack, an app that allows real-time communication and collaboration among teams and people outside the team. Slack has grown to be one of the most popular and widely used business communication apps because it is engaging and makes work fun.

However, the best way to drive efficiency in your business and have seamless communication is through Slack integration with CRM. Both platforms, when used together, will help unlock your team’s potential, boost productivity and help manage tasks in a better way.

There’s so much more that you can do with Slack and SugarCRM integration. So, let’s cut the delay and dive in to learn more about how you can take your business to the next level by integrating Slack with CRM.

Seamless Communication Across Teams

With Slack, you can remove the bottlenecks in communication and give access to anyone involved in a project. Keep all stakeholders on the same page by integrating CRM with Slack so your team can easily communicate and provide them access to all relevant information from Sugar such as contact details and project status. This will speed up your business processes and drive efficiency.   

Enhanced Productivity

Slack integration with CRM allows users to easily search and preview their SugarCRM custom modules and records from Slack. By leveraging Slack and SugarCRM integration, you can keep all your team members on track. For example, if you want to keep anyone in the loop during a Slack conversation, simply tag them and they will have all the relevant information through CRM integration. Additionally, Slack users can also pull data out of their CRM to stay updated and get visibility into all the SugarCRM records through Slack. All in all, this will boost the productivity of your teams. 

AutoSave Chats and Documents

Automatically save all your chats from Slack in Sugar against the appropriate contact to maintain a proper contact database. As a result, you can keep track of all your conversations and update your contact database accordingly. Additionally, SugarCRM integration with Slack will automatically upload all documents shared on Slack in your CRM so you don’t have to separately maintain records.  

Adjust Permission for Different Users

Slack integration with CRM allows you to set access limitations for different users. For example, if you are using Slack to communicate with people outside your organization such as customers and suppliers, you can give them permission to log support cases. However, your salespeople can be allowed to create different records in the CRM through Slack and access the CRM database.  

Better Reporting 

By integrating SugarCRM with Slack, your employees on Slack can also access data and relevant records on Sugar. With this, you can have robust CRM reporting with greater transparency as users will be inclined to enter data and maintain records in Sugar so they can later pull up information when needed. 

Bi-Directional Data Sync

Enjoy the bi-directional flow of information by Slack integration with SugarCRM to streamline communication among your team. Your employees can easily communicate and share documents from a single platform rather than switching platforms for different tasks. For example, if your sales team has to update the customer service team about something, they can easily reach out to them and share the information through Slack rather than logging into Sugar to find the relevant data and documents and then share it with the team. 

It’s A Wrap!

Ensure that your team is always in the know and gets timely updates on everything related to business with SugarCRM and Slack integration. With this, you will have seamless communication among your team and receive customized notifications from Slack, right in your CRM. This cuts the hassle of logging in different software so your team can focus on being productive and deliver great results.

Rolustech is a SugarCRM Certified Partner firm. We have helped more than 700 firms with various SugarCRM Services. Get in touch today for your FREE Business Analysis. We will be happy to assist you!

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