Email Integration

Sugar Makes it Simple

Essential to marketing, sales, and support activities, Sugar email integration provides email management within Sugar by integrating with Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers.


Find out more:

Overview
Email Archiving
Email Client
Plug-In for Microsoft Outlook
Lotus Plugin
Marketing


Overview

Get the benefits of Sugar while using the email tools you know and prefer, so you can be more productive and focus on what matters most: your customers. You can archive email to Sugar (from any email system), send email directly from Sugar, sync your email calendars, schedule and track activities, manage projects, and work offline or from a mobile device. Sugar email integration streamlines common tasks and promotes more effective communication among employees and customers.

Positive Impacts

  • Manage schedules, calls, meetings, and emails from a single location
  • Create, assign, and manage key projects across teams
  • Sugar Plug-in for Microsoft Outlook
  • Sugar Plug-in for IBM Lotus Notes
  • Gmail, Yahoo! Mail and IMAP mail integration
  • Email archiving service to archive any email to Sugar
  • Allow workers to access CRM in mobile and offline settings

Email Archiving

Save and access all your contacts' email messages with Sugar's Email Archiving, and you’ll have a permanent, searchable record of all your correspondence. Just include your unique Sugar Email Archiving address in the To, Cc, or Bcc fields when you send email to contacts, and your message—plus any attachments, images, and calendar events—will automatically link to your contact's Sugar records. If a contact sends email or documents to you, just forward them to your Sugar Email Archiving address for automatic linking and archiving.

Positive Impacts

  • Import emails easily into Sugar
  • Use any email client or service
  • See all emails associated with an Account, related Contacts and related Cases
  • View emails in Accounts, Contacts, Leads, Opportunities, or Cases modules
  • Include meeting records in Sugar by adding the Email Archiving address to the list of invitees from an external meeting client
  • Avoid losing key emails, attachments, or calendar events

Email Client

The Sugar email client delivers the functionality of a desktop email client with the portability of a web-based email application. The new email client features tight integration with all Sugar modules and offers state-of-the-art design, including drag-and-drop capabilities, search, keyboard shortcuts, rules wizard, support for folders, contacts, and personal inboxes. The email client can serve as a compliment to existing email clients or as a full replacement due to its interoperability with all leading email servers.

Positive Impacts

  • Handle all email communications without leaving Sugar
  • Drag-and-drop capabilities makes for a great user experience
  • Support for search, folder and group inboxes makes email management simple

Personal and Group Inboxes

Manage group emails in a single inbox for customer support or sales activities. Personal inboxes capture direct person-to-person communication.

Drag-and-Drop Capabilities

Eliminates the click and refresh wait times common to web-based email.

Full Email Synchronization

The Email Client synchronizes seamlessly with Microsoft Outlook, allowing workers to move between clients without disruption.

Plug-In for Microsoft Outlook

Sugar Plug-In for Microsoft Outlook integrates your CRM data with your Outlook client. With a few clicks, Sugar users can sync email, contacts and calendar information into Sugar modules.

Positive Impacts

  • Capture important customer communications within Sugar
  • Archive email directly from Outlook to Sugar
  • Synch your Outlook calendar, contacts, and tasks with Sugar
  • Available for Microsoft Outlook 2007, 2010, and 2013

Sugar Plug-In for Lotus Notes

Sugar Plug-In for IBM Lotus Notes integrates your CRM data with your Lotus Notes client. With a few clicks, Sugar users can archive email and sync contacts, calendar, and task information into Sugar modules.

Positive Impacts

  • Capture important customer communications within Sugar
  • Archive email directly from Lotus Notes to Sugar
  • Synch your Notes calendar, contacts, and tasks with Sugar
  • Available for IBM Lotus Notes 7, 8, 8.5, and 9

Email Marketing

With Email Marketing, Sugar allows marketing managers to identify the correct target for a given campaign, design offers that convey the brand identity of the organization, and track the response rates once a campaign is executed.

Positive Impacts

  • Ensure campaigns are brand consistent and coordinated across customer channels
  • Monitor campaign execution to ensure offers reach the targeted audience
  • Track and assign opportunities to campaign leads
  • Control opt-in and opt-out lists

List Management

Create accurate target lists based on Sugar reports or through importing third-party lists.

Email Design

Present a consistent brand identity through HTML templates and design tools to ensure your best presentation to customers

Email Monitoring and Queue Management

Monitor email marketing responses, including open e-mails, click-throughs, unsubscribed, and leads generated to ensure campaigns reach the intended audience

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