Connect Customer Conversations to the Apps You Use Most
Sugar Connect brings your most important customer experience activities into the email and calendar apps Sales and Services use every day. Keep your CRM, email, and calendar tools up-to-date without having to ever manually enter data. With Sugar Connect, customer and prospect details automatically sync in G Suite or Office 365, and pull relevant data to the surface as you interact with prospects and customers in real time. It’s the easiest way to provide the types of truly personalized experiences that create and retain customers for life.
COMMUNICATE WITH CONTEXT
Get contextual information about the customers you’re communicating with directly within your email tool.
CUT DOWN ON DATA ENTRY
Stop switching, copying, and pasting between apps — no-touch syncs are automatic and easy.
Fine-tune messages with insights provided in real- time based on who, what and when you’re emailing.
What can you do with Sugar Connect?
GET A COMPLETE CUSTOMER VIEW
Gain complete visibility into the health of your accounts, contacts, leads and opportunities directly within G Suite or Office 365. You’ll see relevant Sugar information from a sidebar when reading or composing an email.
SYNC CONTACTS, CALENDARS AND MORE
It’s not just emails that stay synced. Sugar Connect lets you access and update Sugar across various G Suite and Office 365 apps including events, tasks and contacts.
Get notified instantly when your prospect has interacted with your email. Then, plan your next action and reach out with the right message, at just the right time.
UPDATE WITH EASE
Archive important emails to Sugar, and specify exactly which opportunity, contact or account they should be connected to. Sync and access shared calendars so you don’t need to maintain multiples.
TRACK MISSION-CRITICAL METRICS
Understand how your sales reps are spending their time and see what’s working for your team. Sugar Connect makes it easy to see how prospects are engaging with emails.