OverviewFAQ
SugarCRM Integration Solutions
With clients becoming more demanding than ever, you cannot afford to waste time switching between multiple platforms to carry out daily tasks. The real strength of Sugar lies in how it effortlessly integrates with third-party software that your business uses. This is where Sugar really shines with its open architecture that allows it to integrate with any software.
You chose SugarCRM because of its ease-of-use, customization, and price. 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. By integrating it wit different support systems and departments, you can also increase the productivity of all your teams with consistent, up-to-date customer data. Rolustech helps you quickly and easily integrate your SugarCRM instance with any other applications, whether they’re on-premises or in the cloud.
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Why Integrate with Sugar
Data Sharing
Your team has data insights from multiple sources saved in Sugar database.
Enhanced Productivity
Users can boost their productivity by not wasting time on similar tasks on multiple applications.
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.
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.
Integrations with Accounting Apps
Sugar integrates with accounting apps like Quickbooks and Xero. The integrations let users achieve a bi-directional sync between the two platforms and keep 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 integrated with Sugar include:
- Quickbooks
- Xero
- Sage
- Avalara tax
Integrations with Payment Gateways
Clients want ease of payment. Collecting payments from multiple online channels is not an option but a necessity and sometimes even a legal obligation. Sugar lets you integrate with almost all online payment gateways that you can use to collect payments online, these include:
- PayPal
- Authorize.Net
- Sage Pay
- Convio
- Stripe
Integrations with Telephony systems
One of the foremost functions of a CRM is to keep record of each and every client interaction on a single database for you to access so you can make informed decisions based on the data you have at your disposal. Having a click to call feature in your CRM comes in especially handy for this purpose. The feature lets you keep track of all inbound and outbound calls in the CRM. As Sugar Partners, we have integrated Sugar with several PBX (Private Branch Exchange) and VoIP (Voice over IP) systems. These include:
- Twilio
- Audian
- Ring central
- Interactive Tel
- Who’s calling
- True Caller
- Call Source
- Skype
Integrations 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 such as:
- Act On
- e-Trigue
- Salesforce Exact Target
- Net Effect
- Mautic
- MailChimp
- Inbox 25
Integrations with Social Media
Whether you are posting content directly or listening closely to the comments and feedback of your customers are leaving, social media is an integral element of every Sales strategy.
Our SugarCRM developers have integrated Sugar with the following Social Media platforms:
Integrations with E-Signature Apps
Choosing a document from within Sugar and sending it 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 all within Sugar. Some e-signature platforms which we have integrated with Sugar are:
- DocuSign
- EchoSign
Integrations with Google Apps
Google apps provide great functionality owing to Google’s ease of use. If you use Gmail and other related Google apps, it’s only necessary to use an integration that syncs data between both platforms. For this purpose, we created the following integrations between Sugar and Google Apps:
- Gmail
- Gmail Contacts
- Google Calendar
- Google Drive
- Google Maps
Integrations with Content Management Applications
The integration with Content Management systems allows you to manage your content from within Sugar. We have made the following CMS integrations:
- Box
- Rackspace
- Mail Merge/ Document Generator
- Alfresco
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 Sugar users easy access to find all relevant information. We have integrated Sugar with:
- Gmail
- RIVA
- MS Outlook
Integrations with Ecommerce Platforms
Running an eCommerce 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 manage finances in a breeze. We have integrated the following eCommerce platforms with Sugar:
- OpenCart
- VirtueMart
- WooCommerce
- Magento
Integrations with CMS
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 in one place. Moreover, this way customer support representatives also have a complete picture of the clients who have contacted them. Some of these solutions integrated with Sugar include:
- WordPress
- Joomla
Integrations with Data Analytics
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 this data with data analytics software. Through an integration with Sugar, this data can prove to be extremely useful. We have integrated Sugar with:
- Informatica
- Google Charts
- Fluid Survey
Can’t find what you’re looking for?
Our services are not limited to these integrations only. Our decade’s worth of exclusive experience with Sugar has allowed our team of SugarCRM experts to innovate and execute many distinctive projects that involve several unprecedented and unrivaled integrations as well as SugarCRM customizations that have allowed our customers to fully benefit from all that a CRM has to offer. Let us know if there is a software you want integrated with Sugar and we’ll get back to you.
Why Rolustech?
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All point SugarCRM Services
We have proven expertise in rendering end-to-end SugarCRM services including Customization, Implementation, Integration, Maintenance, and Support.
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Centre of Excellence
We have a dedicated team of over 50+ certified professionals having comprehensive domain proficiencies.
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SugarCRM Partners
We are a consulting partner with competencies offering a broad array of services.
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Industry Expertise
Expansive expertise in driving digital transition through SugarCRM services across industries including healthcare, insurance, finance, gym, and law and many more.
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Extensive Service Portfolio
Comprehensive SugarCRM consulting services and product customization portfolio spanned across multiple SugarCRM plugins, custom field solutions, and SugarCRM Licensing.
Quality Assured
Agile and proven delivery methodology with in-built quality checks.
Q. How are SugarCRM integrations different from SugarCRM plugins?
SugarCRM integrations are designed to connect Sugar with other external systems or applications, allowing data to flow seamlessly between them. Integrations are typically more complex and require more development work to establish a connection between two systems. On the other hand, SugarCRM plugins are lightweight software add-ons that extend the functionality of SugarCRM. They are designed to work within SugarCRM and provide additional features such as enhanced reporting or custom dashboards.
Q. Which third-party applications should I integrate with SugarCRM?
The third-party applications you should integrate with SugarCRM depend on your business needs and objectives. Some common applications that businesses integrate with SugarCRM include marketing automation tools, help desk software, accounting software, and e-commerce platforms. You should identify which applications will enhance your customer relationship management capabilities and streamline your business processes.
Q. Can I integrate third-party platforms with Sugar on my own?
While it is technically possible to integrate third-party platforms with Sugar on your own, it is not recommended. Integrating third-party applications can be complex and requires expertise in both systems. You may also need to write custom code to make the integration work seamlessly. It’s best to work with an experienced integration partner to ensure the integration is successful.
Q. Is the integration of Sugar with other applications or plugins recommended?
Yes, integrating Sugar with other applications or plugins is recommended as it allows you to leverage the full capabilities of SugarCRM and streamline your business processes. By integrating with other systems, you can automate tasks and reduce manual data entry, resulting in increased efficiency and productivity.
Q. What would be the recommended SugarCRM integrations for an Insurance Agency?
Recommended SugarCRM integrations for an Insurance Agency include:
- Marketing automation software, to manage lead nurturing and campaign management.
- Document management software, to easily store and access important client documents.
- Phone systems, to track client communications and improve response times.
- Accounting software, to streamline invoicing and payment processing.
- Compliance management software, to ensure regulatory compliance and minimize risk.
Q. How to integrate Magento Store with SugarCRM?
There are several ways to integrate Magento Store with SugarCRM. One option is to use a pre-built integration app that connects the two systems, such as Zapier or Magento Connect. Another option is to use a middleware platform like PieSync, which can synchronize data between the two systems in real-time. You can also work with a SugarCRM integration partner to develop a custom integration that meets your specific business needs.
Q. What is a good CRM software that integrates with QuickBooks?
There are several good CRM software options that integrate with QuickBooks, including:
- Zoho CRM
- HubSpot CRM
- Salesforce
- Insightly
- Method CRM
- SugarCRM
These CRM software options offer a range of features and capabilities, and it’s important to evaluate which one is the best fit for your business needs.
