A CRM system
integrated to your Calendar
Sugar CRM has easy ways to set up meetings and appointments.
Do you arrange to coordinate meetings with employees and customer?
When a company decides to implement a CRM system, the main purposes are usually to integrate all the internal teams, to have the information stored and shared at a unique place where everybody can access and update it constantly. Consequently, the relationship between the company and its customers or leads will be improved. The most important point in this scenario is to have a great overview of the relationship with your clients, including the history they had with the organization documented in a system which does not depend of a specific salesperson.
However, it is also important to have the processes easy on the daily job. It doesn’t make sense to have a robust system which is not practical and instead of make life easier for the employees, it makes it harder.
Imagine if your client sends you an email asking to have a call to discuss an important project with you and the marketing manager. Probably, you would have to open your CRM system, find him as a customer, copy and paste his email on the “conversation history”, then open your meetings’ platform, set up a call, send him the link, go back to the CRM and includes the details of the scheduled call and mark it in your and the marketing manager’s calendar . Too many steps, right? Could it be easier? YES!
This extension is perfect for any salesperson or customer success manager, once it shows Gmail users a complete customer profile upon opening an email from the customer.
Collabspot is also an important plugin that supports two-way calendar sync between Sugar and Google Calendar. After the initial sync, events assigned to an employee in Sugar CRM will be synced to Google and vice versa.
Calls, meeting and events from SugarCRM are also synced between these 2 platforms, ensuring that the information or the appointments have more visibility and decreasing the possibility of forgetfulness or errors.
- Save time of your sales team
- Close more deals with reminders, email tracking and email templates
- Improve your CRM data quality and usage
- Improve team cooperation and easy client handovers
Once an employee gets an email from the customer, the platform instantly opens a complete customer profile, without the need to be connected to SugarCRM system. There he can see customer’s history, create new Contacts and Leads, Meetings, Notes and more.
This plugin allows your whole team to keep better track of your leads and clients. Customers’ emails can be saved into SugarCRM with just one click without having to copy paste anything. Deals are closed easier!
Sugar CRM offers a module that allows users to create meetings in Sugar using “GoToMeeting” as the meeting type and connect to a GoToMeeting session directly from the CRM platform or directly from your calendar.
It is used to track meetings which can be related to other Sugar records that represent the attendees or topic of discussion.
You can schedule upcoming meetings that remind you when the scheduled time approaches or log meetings you have already held to keep a record of the discussion.
Meeting records can have multiple attendees, both inside and outside Sugar, and include the ability to send invitations as well as reminder emails. When a meeting is repeated on a regular schedule, you can configure it to recur.
If you need a CRM system that integrates your calendars and meetings, SugarCRM is your solution! Talk to our team and we will be glad to help.