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
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. Users can archive email to Sugar, send email directly from Sugar, sync their 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 with employees and customers. SugarCRM also offers an email archiving service that works with any email system.
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
Sugar's Email Archiving is a service offered by SugarCRM that makes it easy to save and access all your contacts' email messages. With your Sugar subscription, you'll get a unique Sugar Email Archiving address. Include it 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 and 2010
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 6, 7 and 8
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