Social CRM

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What is Social CRM?

Integrate social media on Facebook, LinkedIn and Twitter with your email marketing for online collaboration, document sharing and sales intelligence

Social CRM Resources

Watch these webcasts to learn how to use social media effectively in your business:

Demo of Atcore Systems' SugarCRM / Facebook Integration

Paul Greenberg: Social Media: Hype or Hope?

CRM Made Social with Sugar and InsideView

Driving Social Business from the Cloud with SugarCRM on IBM LotusLive

More videos about Social CRM

Sugar is fully Social CRM ready. The following Social CRM capabilities and integrations are available for all subscriptions out of the box:

• Social Media

  
  • Facebook: read your friends’ news feeds in the Activity Streams dashlet
  • LinkedIn: See who you know or who can provide you with an introduction at a company
  • Twitter: read tweets of all the people you follow in the Activity Streams dashlet and add the Twitter name to a contact or lead and read their tweets directly in the contact or lead record

• Email Integration

  
  • Sugar Plug-in for Microsoft Outlook: archive emails to Sugar and sync calendar, contacts and tasks
  • Sugar Plug-in for IBM Lotus Notes: archive emails to Sugar and sync calendar, contacts and tasks
  • Gmail, Yahoo! Mail and IMAP mail: use the Sugar email client to archive emails to Sugar
  • Send email using your mail account credentials directly from Sugar

• Online Collaboration

  
  • 
    Schedule, start or join LotusLive, Cisco WebEx or GoToMeeting online meetings directly from Sugar

• Document Sharing

  
  • 
    Relate documents to any record in Sugar and store them in the cloud using LotusLive or Google Docs

• Sales Intelligence

  
  • InsideView: use the pre-installed InsideView module to get the most up to date information on customers and prospects.
  • Hoovers, Jigsaw and Zoominfo: Get account and contact data using the Sugar Cloud Connectors

• SugarExchange Extensions

  
  • Box.net: Relate documents to any record in Sugar and store them in the cloud using Box.­net
  • Qontext: secure, cloud-based, social collaboration between co-workers, customers, prospects and partners.

Additional Social CRM integrations can easily be built using Sugar Studio, Sugar Cloud Connectors and Module Builder.

Impact

• Access different Social CRM solutions directly from Sugar
• Keep sales people inside their CRM applications
• Use Sugar Studio, Cloud Connectors and Module Builder to easily add additional Social CRM capabilities.
• Empower your employees with the latest Social Media capabilities

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Social CRM: InsideView inside Sugar offers the most up to date information on customers and prospects