Sugar Connect

Overview

Sugar Connect brings your most important customer experience activities into Gmail. 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 to Gmail. Connect pulls 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. 360-degree Customer View • Access Sugar information from a sidebar when reading or composing an email • Create, update and delete records and fields in Sugar Sell and Serve • Attach emails to Opportunities, Contacts, or Accounts • See all customer emails in the sidebar • Access and use CRM email templates • Visualize history of your team's communication with prospects and customers Automate Data Entry and Boost CRM Adoption • Archive all inbound and outbound emails • Specify exactly which Opportunity, Contact, or Account you'd like the email to be archived to • Sync and access shared calendars so you don't need to maintain events in multiple calendars • Relate events to attendees' records in Sugar Meeting...