Social CRM
What is Social CRM?
Integrate social media on Facebook, LinkedIn and Twitter with your email marketing for online collaboration, document sharing and sales intelligence
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 credentialsdirectly 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.com: Relate documents to any record in Sugar and store them in the cloud using Box.com
- 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.
Positive Impacts
- 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
Still have questions? Talk to a CRM expert. Call 1 877-842-7276
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