Category: Marketing Applications

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Marketing Automation

Sugar closes the loop between marketing and sales. Create, execute and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms. Manage and assign leads to your sales reps and track the marketing ROI of your programs.

Impact

  • Create and execute campaigns across marketing channels
  • Captures leads directly into the CRM system
  • Measures return on investment of campaigns


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

  • Social Media

    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

    Social CRM Email
    • 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

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

  • Document Sharing

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

  • Sales Intelligence

    CRM Sales Intelligence
    • InsideView: use the pre-installed InsideView module to get the most up to date information on customers and prospects. (Coming later in 2011)
    • Hoovers, Jigsaw and Zoominfo: Get account and contact data using the Sugar Cloud Connectors

  • SugarExchange Extensions

    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

SugarCRM Support Options

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