With clients becoming more demanding than ever, you cannot afford to waste time switching between multiple windows to carry out daily tasks. The real strength of CRM is witnessed when it seamlessly integrates with third party software that your business uses. This is where Sugar really shines with its open architecture using which virtually any software can be integrated with it.
Why Integrate with Sugar?
Integrating business applications with SugarCRM boosts its power and allows enhanced functionality in the CRM which the users can leverage to provide exceptional experience to the clients. Some of the benefits of integrating software with CRM include:
Added Functionality: Your team gets advanced features unavailable in default version e.g. making calls from Sugar, sending documents for e-signature inside Sugar, etc.
Enhanced Productivity: your users can boost their productivity by not wasting time on similar tasks on multiple applications.
Data Sharing: Your team has data insights from multiple sources saved in Sugar database.
Effective Decision Making: With data from multiple channels in sync, you can better analyze your business and make decisions which are accurate and based on factual information.
SugarCRM Integrations with Accounting Apps
Sugar integrates with the accounting apps like Quickbooks and Xero. The integration lets users achieve a bi-directional sync between the two platforms and keeps information in them updated at all times. Using the integration, Sugar is complemented by a complete accounting solution for your business. Some of the accounting platforms which we have integrate with Sugar include:
- Avalara tax
SugarCRM Integrations with Payment Gateways
Client want ease of payment. Collecting payments from multiple online channels is not an option but a necessity and at some times legal obligation. Sugar lets you integrate with almost all online payment gateways through which you can collect payments. Some of these gateways with which we have previously integrated Sugar include:
- Sage Pay
Social Media Integrations with SugarCRM
Whether it is posting content directly or listening closely to the comments and feedback of the customers, social media is an integral element of every Sales strategy.
Social Media platforms integrated with Sugar are:
SugarCRM Integrations with Telephony systems
One of the foremost function of a CRM is to record each and every client interaction on a single database for you to access and make informed choices. Here, a click to call feature in the CRM comes in handy. The feature lets you keep track of all inbound and outbound calls in the CRM. We have integrated Sugar with several PBX (Private Branch Exchange) and VoIP (Voice over IP systems). These include
- Ring central
- Interactive Tel
- Who’s calling
- True Caller
- Call Source
SugarCRM Integrations with Email Clients
Most communication with clients is done with a robust email client. When a CRM is integrated with an email client, it provides the ability to archive all email communication with a lead or existing client inside the CRM. This allows CRM users an easy access to find all relevant information. We have integrated Sugar with:
- MS Outlook
SugarCRM Integrations with Google Apps
Google apps provide great functionality augmented with Google’s ease of use. If you use Gmail and related google apps, it makes it necessary to use an integration which syncs the data between both platforms. For this purpose, we created the following integration solution between Sugar and Google Apps:
- Gmail Contacts
- Google Calendar
- Google Drive
- Google Maps
Integration with Marketing Automation Platforms
CRMs are excellent Sales tools but when it comes to Marketing, they lack the ability to generate qualified leads for your salespeople. It is Marketing Automation which delivers personalized, stage-appropriate nurturing outreach. When both are integrated, they form a powerful tool to drive sales and deliver growth. We provide Sugar integrations with Marketing Automation tools including:
- Act On
- Salesforce Exact Target
- Net Effect
- Inbox 25
SugarCRM Integrations with Helpdesk Solutions
Sugar provides a case management solution out of the box, but many companies prefer going with complete client support solutions. These solutions can be integrated with Sugar in order to have all the information at one place. Moreover, this way the customer support representative also have the complete picture of the clients who contact them. Some of these solutions integrated with Sugar include:
SugarCRM Integrations with E-Signature Apps
Choosing a document from Sugar and sending them from a different application window is highly unproductive. Sugar can integrate with e-signature applications and let you complete the task and save it back in Sugar easily. Some e-signature platforms which we have integrated with Sugar include:
Data Analytics integrations with Sugar
Each day more than 2.5 Quintillion bytes of data is being created. Therefore smart businesses are increasingly shifting their focus on the useful insights hidden in the heaps of data. Using an integration with a CRM, the data can prove to be extremely useful. We have integrated Sugar with:
- Google Charts
- Fluid Survey
SugarCRM Integrations with Content Management Applications
The integration with Content Management systems include
- Mail Merge/ Document Generator
SugarCRM Integration with CMS
Whether your website is created on WordPress, Joomla or any other CMS, we can integrate it with your Sugar to ensure that the customer interactions on your website including online shopping remain completely in sync with your Sugar.
SugarCRM Integration with Ecommerce Platforms
Running an e-commerce business without a robust CRM working on the back-end is difficult. With a CRM in place, you can record sales transactions, provide post sales service and managing finances becomes easy. The e-commerce platforms which we have integrated with Sugar include:
Can’t find what you’re looking for?
Our services are not limited to these integrations only. Our experience with Sugar spanning over 9 years has allowed us to innovate and execute many distinctive projects that also include several unprecedented and unrivaled integrations. Let us know about the software that you want to integrate with Sugar and we’ll get back to you.