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How to Integrate Sugar Sell with Your Inbox: Email Archiving and Beyond - BrainSell Technologies - ContactCenterWorld.com Blog

How to Integrate Sugar Sell with Your Inbox: Email Archiving and Beyond

As a Customer Success Manager at BrainSell, I talk to a lot of salespeople about CRM – what they love and what they hate about it. If there’s one thing I’ve learned, it’s that salespeople don’t like data entry. Between meetings with client and writing proposals, recording data in your CRM is a time-consuming responsibility that often falls last on the list of priorities. Since my job is to boost user adoption for our CRM clients, I’m going to let you in on the secret to data entry: email integration.

The easiest and most effective way to integrate your email with Sugar Sell is with a plugin or add-on. Sugar Sell includes great sales enablement tools, including its own out-of-the-box Microsoft Outlook plugin. Sugar Sell also offers several add-on email integrations that fit a variety of use cases. You can’t google a use case, however, so let me help you cut through all the marketplace noise and help you find the Sugar Sell email integration that’s best for you!

Sugar Sell Outlook Plugin

  • What it is: SugarCRM’s out-of-the-box outlook plugin
  • Cost: Free with Sugar Sell, Sugar Enterprise and Sugar Professional
  • What it does: This plugin provides a snapshot of Sugar data from within outlook, archives emails to Sugar out-of-the-box modules, and syncs your calendar between Sugar and Outlook.
  • Our review: This plugin works great to archive emails and sync calendars for businesses using Outlook 2013, Outlook 2016, or Office 365 (Semi-Annual Channel). The downside is that all data is view-only and must be opened in Sugar Sell in order to edit. You cannot archive or view data from custom modules. This plugin provides minimal data creation points with a limited number of fields. It must be downloaded, installed, and administrated by individual users. No offline or mobile functionality.

Implicit FrontEnd

  • What it is: An Outlook Connector for Windows, Mac, IOS, Android, and OWA
  • Cost: $12.00/month (per user)
  • What it does: Implicit FrontEnd grants users full access to their CRM data from within Outlook. Users can browse, view, update, or create new CRM records directly in Outlook while it syncs everything with Sugar. Implicit also provides useful sales productivity tools – like converting customer emails into CRM action items, for instance.
  • Supported Platforms:
    • CRMs: In addition to Sugar, Implicit FrontEnd also works with Salesforce.com, SuiteCRM, and SugarCE
    • Email Systems: Office 365, Exchange 2007-2019, Zimbra, Outlook 2010, 2013, 2016, 2019 & Office 365, IOS, Android, and Surface
  • Our review: Implicit FrontEnd is an affordable plugin that makes up for deficiencies in stock outlook connectors for Sugar Sell and Salesforce.com, such as support for CRM customizations, rules-based auto-email archiving, email templates, mail merges, team or role-based administration, sales productivity tools, and mobile use. It is the only email connector that brings the CRM right to your inbox, allowing you to view all CRM data. Users can manage almost all CRM maintenance and research right from their inbox, giving you real potential to boost the ROI of your CRM through increased adoption and reduced data entry.

Collabspot

  • What it is: An email connector for Sugar and Gmail
  • Cost: $15.00/month (per user)
  • What it does: Collabspot is a Chrome browser extension that integrates Sugar Sell with Gmail. It shows account activity and allows creation of new leads and related records directly from your Gmail inbox. It also comes with several sales engagement tools such as calendar sync, follow up reminders, email templates, analytics, and social media integration.
  • Supported Platforms: Gmail only
  • Our review: Collabspot is a no-brainer for companies using Gmail. Collabspot was acquired by Sugar, so you can trust that it will continue to align with the Sugar suite. Collabspot is a Chrome browser extension, so there is no offline or mobile functionality available. The calendar sync requires the creation of a Sugar Sell Google calendar, and calendar events must be shared with the Sugar Sell calendar to initiate the sync. Like most other email connectors, Collabspot enables CRM data entry upkeep, so you can create new records and convert leads right from your inbox.

Riva

Click to expand.
  • What it is: A server-side integration for a dozen of CRM systems – including all versions of Sugar – and five enterprise email platforms.
  • Cost: Starts at $9.95/month (per user)
  • What it does: Riva syncs Sugar Sell contacts, leads, contact notes, calendar events, tasks, opportunities, cases, and projects. Riva also includes functionality that helps drive adoption and increase sales. Some of these features include email-to-opportunity and email-to-case conversion, support for custom fields and custom objects, and auto-created contacts in the TO: and CC: fields of emails that aren’t already listed in Sugar. Riva also provides advanced integration and filtering rules for email attachments.
  • Supported Platforms:
    • CRMs: Salesforce, Dynamics, SAP, Oracle, Netsuite, Sage CRM, SuiteCRM, Goldmine, and SugarCRM
    • Email Systems: Office 365, Microsoft Exchange, Hosted Exchange, OWA, Ipad, Iphone, Android, BlackBerry, Windows Mobile, G Suite, Gmail/Google Calendar, GroupWise, IBM Verse, IBM SmartCloud Notes, IBM Notes and Domino.
  • Our review: Riva really shines when it comes to complex integration requirements. It can solve sync challenges for calendars, contacts, emails, custom fields/customer objects, and hybrid messaging environments. Hosting options include global AWS data centers, multi-tenant cloud, on-premise, and dedicated-tenant private cloud. A server-side installation means that there is one installation and administration point, and users do not need to download plugins or mobile apps. Administrators can leverage sync policies that apply to individuals or teams. Your sales and service teams can save time by dragging and dropping into Riva’s SmartConvert folders, which automatically create opportunities, cases, and quotes. Riva’s folder system also gives users a quick view into records assigned to them. Riva is trusted by thousands of companies globally, including 15 of the largest banks in the world. With a near 90% customer satisfaction rating, you’ll be in good hands – and you might boost user adoption, increase sales productivity, or reduce data entry as well.

Comparison Chart

Product Feature Implicit FrontEnd Salesforce.com Plugin Sugar Sell Plugin Collabspot Riva
Available for use with multiple CRMs and Email Systems      
Sync Outlook data with CRM: Contacts, Calendars, etc.
Sync CRM data: Accounts, Opportunities, Cases, Leads, Quotes etc.      
Create and Update CRM Records from Outlook Limited Limited
Full Access to all CRM Data from within Outlook Limited    
Full Support for Custom Objects or Modules & Custom Fields Limited    
Email Side-Panel
Manual Email Archiving  
Rule-Based Automated Email Archiving      
Email Conversation Thread Archiving      
Email Templates and Mail Merge      
Centralized Team/Role based Administration and Configuration      
Web Browsers Integration      
Integrated Document Archiving from Word, Excel and Acrobat Separate Separate   Separate
Sales Productivity Tools    
Cross Platform: Windows, Mac, OWA, Mobile, Ect.    
Server-side installation and centralized administration      
Mixed Mode Access
(Tethered for Real-Time Access and Non-Tethered for Cached Data/Offline Access)
       
Suitable for complex email integration requirements and customizations Limited      

The Bottom Line

Integrating and syncing your email with your CRM is crucial to reducing manual data entry and boosting user adoption – but email connectors are not one-size-fits-all. Use this guide to select a tool that can boost your team’s productivity and redirect their energy away from tedious tasks.

Still have questions, or want to see a demo of a connector? Let’s chat! Contact us and we’ll dive into your CRM needs.

Source: https://www.brainsell.net/blog/2019/09/how-to-integrate-sugar-sell-with-your-inbox-email-archiving-and-beyond/

Publish Date: September 25, 2019 5:00 AM


2021 Buyers Guide Cloud Contact Center Solutions

Page: 1234
1.) 
Accordia Solution

Accordia Solution CIS
Accordia Solution is an innovative developer of seamlessly integrated cost-effective omnichannel Contact Center Solutions specifically targeted at the micro, small and medium operations.Our core business model involves the development and marketing of IP Telephony and IP Contact Center Solutions. We also strive to develop customer interaction solutions which include contact center and customer relationship management (CRM) that enhances Customer Experience Of The Future (CEOTF) and optimizes agent productivity.

Our flagship product, the Accordia Customer Interaction Suites (CIS), offers comprehensive functionality by helping your business meet and exceed the level of service in line with...
(read more)

2.) 
Adversus Dialer

Adverus Dialer
Adversus is a web-based dialer and practical CRM solution for telemarketing, fundraising, and appointment scheduling businesses.

3.) 
Alcor Consulting, Inc.

HoduCC/VoipCor
Omnichannel contact center platform which can be deployed on-premise, private cloud or public cloud subscription. Our contact center provides all of the modern features expected in a full contact center solution. Includes voice, SMS, chat, email, and social media integration. Built-in integrations for all major CRM's (Plus a built-in CRM). Survey module and QA module are also available.

4.) 
Alvaria

Alvaria Cloud
Alvaria Cloud is the only enterprise cloud contact center solution that allows you to adopt best-of-breed Customer Experience (CX) and Workforce Engagement Management (WEM) applications modularly. Start with one or more applications and then add applications with ease when ready for additional capabilities, as your needs change. With the Alvaria Cloud Platform, you have the advantage of knowing that all provisioning, security, user management and other administrative tasks are already configured and in place.

5.) 
Alvaria

Noble Contact Center
Noble offers a modern communications platform for optimizing all customer interaction. Put Noble’s unified platform to work for you — building performance and productivity, improving the quality and effectiveness of customer contacts, and reducing costs. With the critical software technologies that contact centres need most, our solutions provide seamless integration to existing corporate environments, reduce your learning curve and protect your technology investments.

6.) 
Amtelco

Genesis Intelligent Series
Genesis is the latest advancement in Amtelco’s long line of call center solutions. This call center technology is entirely software-based and virtualized, with cloud-based capability. Genesis provides skills-based automatic call distribution (ACD), built-in speech recognition, text-to-speech (TTS), and voice services to improve call routing and management.

7.) 
Arise Virtual Solutions

The Arise Platform
Arise is a pioneer of on-demand customer management business process outsourcing solutions, headquartered in Florida. Through the cloud-based Arise Platform, Fortune 50 and other companies connect to Service Partners who deliver authentic, loyalty-building interactions with their customers. Delivering radical flexibility to meet even extreme contact volume fluctuations, the award-winning Arise Platform is an innovative alternative to the traditional contact center.

8.) 
Astute Solutions

Astute Agent
Astute Agent gives your agents everything they need to work cases confidently and efficiently. This modern case management CRM is the preferred choice for Consumer Relations and Customer Care teams who support some of the world’s most prestigious brands.

Astute Agent balances agent efficiency with customer experience. Here’s how:

- Automated email responses
Using natural language processing, Astute Agent reads incoming customer emails and automatically supplies a response to agents to review and send.

- Auto-populated case fields
AI capabilities automatically suggest reason codes, product codes, and other case information, saving agents minutes per case.

- Time-saving case feat...
(read more)

9.) 
Britannic Technologies

INBOX
INBOX allows any digital interaction to be blended into single or multiple queues with zero service interruption with implementation. Organising them by business context with smart tagging and search filters, the events can be automatically prioritised and categorised. Automating the route to the correct agent or business orchestration rule. It also connects with all your social media channels, enabling you to respond and route accordingly in real-time. Customer sentiment is also indicated. Use it to measure trends across your business or by a single event so that your agents can easily prioritise responses.

10.) 
Brook Trout Solutions

CCaaS, SIP Trunking, SD WAN, Interconnectivity
Brook Trout Solutions provides Technology Guide services to help Contact Centers to the best possible solution for their business. This includes:
CCaaS: Talk Desk, Five 9s, Nice, Genesys and more
SIP Trunks: Many Global Providers to lower cost and improve operational efficiency
SD WAN: Connect to customers rapidly with the latest network technology to scale with flexibility.
Our service are at no cost to our customers. We look forward to meeting you!

11.) 
Call Center Studio

Call Center Studio
Call Center Studio is the world’s first call center built on Google and is one of the most secure and stable systems with some of the industry’s best reporting. It is one of the most full-featured enterprise grade systems (with the most calling features, one of the best call distribution, outbound dialing features and integrations—including IVR, AI Speech Recognition, blended inbound/outbound calling and includes Google’s new Dialogflow and Speech API. Call Center Studio is the absolute easiest to use (with a 10 minute setup), and is the price performance leader with lower equipment cost and less setup time.

12.) 
Call Tracking Metrics

CallTrackingMetrics is the only contact center solution with marketing attribution software built in. Our powerful UCaaS platform lets you know upfront who is calling in, what campaigns they were referencing, and their previous history with your company. Partnering this data with tools to automate and streamline your team’s workflow frees you up to focus on truly delighting your customers.

Conditionally direct calls, texts, chats and forms based on:

• Actions the customer has taken on your website
• Whether they’ve previously contacted your business
• Which agent they last interacted with
• Custom criteria unique to your business needs
• The location nearest to your customer

Say...
(read more)

13.) 
CallShaper

CallShaper
Welcome to CallShaper – Harnessing the Power of the Cloud for Greater Sales Efficiency
For sales-based call centers, where margins are so tight, it’s all about closing. Thanks to CallShaper, inbound or outbound call center directors can have a dynamic, highly flexible platform that enables sales agents to focus on making the sale.

Thanks to CallShaper’s flexibility, call center directors who are managing multiple vendors from multiple locations can have everything they need on one platform that offers 99.999% reliability. And when it comes to reporting, CallShaper has no equal in providing real-time transparency.

With CallShaper, clients quickly find that they are better able to manage efficiencies at the sales rep level – and make more money!

14.) 
Cloud Call Center Search

From AI - WFO and everything in between!
Cloud Call Center Search has spent hundreds of hours evaluating and vetting leading cloud software applications (Omni-Channel, Artificial Intelligence, Business Intelligence, Workforce Management and many others) and their actual use in the trenches with real-world clients. As a result, we understand the strengths and weaknesses of cloud-based call center software solutions. At NO charge, Cloud Call Center Search will match your organization with the cloud software providers that are the best fit to drive positive ROI in your customer experience, sales, and back-office operations.

15.) 
Cloud IT Services GmbH

Dialfire
Dialfire offers you a complete call center solution that is simple and intuitive to use and adapts to your needs. It's completely cloud-based, saving you the hassle of setting up a phone system and installing software. In addition to predictive dialing and call blending of inbound calls, you can create personalized campaigns through an intuitive and easy-to-use interface. Features include automated workflows and full control over the agent screen.

You can see the full list of features here:

16.) 
Connex One

Cloud contact centre technology with built in gamification tools, workforce optimiser, omni-channel, speech analytics, artificial intelligence, quality assurance, PCI-DSS payment platform, form builder and much more features. All seamlessly integrating with almost 100% of your inhouse applications & CRM systems - creating one powerful workflow platform. Increasing productivity, customer engagement, saving you cost. Available in opex model - pay per license per month. No binding contracts with NO cost for 24/7/365 support and full training with built in SLA.

17.) 
Consilium Software

Consilium AWS and Amazon Connect Offering
Imagine a cloud-based contact center that can make customer engagement easy, deliver answers, assistance, and resolutions in a very personal manner, and in the context of your customers’ actions. Amazon Connect is a self-service, cloud-based contact center that provides a seamless omnichannel experience through a single unified platform for voice and chat. Contact center agents and managers don’t have to learn multiple tools, because Amazon Connect has the same contact routing, queuing, analytics, and management tools in a single UI across voice, chat, and mobile interface. Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform, offering over 175 fully...
(read more)

18.) 
contactSPACE

contactSPACE
Cloud contact software that makes customer contact pain free, so your team aren’t worrying about complex technology and can focus on what they do best. Take control, and design the perfect agent interface with a drag-n-drop visual editor. Combined with AI, leverage data-driven contact strategies to ensure the right agent is contacting your customers at the right time & on the right channel.

19.) 
Content Guru

𝘀𝘁𝗼𝗿𝗺®
Content Guru makes engagement easy. A global leader in cloud communications solutions, we deliver off-the-shelf and bespoke customer engagement and cloud contact centre services, through the multi-award-winning 𝘀𝘁𝗼𝗿𝗺® platform.

Europe’s largest Customer Engagement and Experience platform, 𝘀𝘁𝗼𝗿𝗺, brings together intelligent automation, third-party systems integration, and on-demand scalability to enhance all customer communication functions. With true omni-channel engagement capabilities, 𝘀𝘁𝗼𝗿𝗺 gives organisations the power to create consistent and seamless experiences for customers, inspiring loyalty and powering success.

20.) 
Convoso

Convoso is the #1 dialer software for outbound lead gen/sales-related contact centers. Our cloud-based omnichannel solution solves the biggest frustrations call centers have with their dialer, including:

*Caller ID reputation
*Call flagging/blocking
*Low contact rates
*Limited insight into list performance
*Time wasted resetting lead lists
*Dropped calls
*Poor answering machine detection

Customers report dramatic increases in contact rates of up to 300%, delivering more conversions and significantly improved ROI.
 
Page: 1234



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