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Office 365 Integrated with Sugar: Boost CRM Adoption & Simplify Data Entry

Finally, integrate Office 365 with Sugar CRM to streamline your sales process. Archive emails to Sugar, edit records from Outlook, and sync contacts and calendar for up-to-date data. Gain complete visibility into account health and improve pipeline management. Access Sugar from Outlook and increase CRM usage. Leverage email templates, track relationships, forecast revenue, and schedule meetings with ease. Trusted by thousands, Collabspot is the solution you need to enhance efficiency.

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Office 365 Integrated with Sugar: Boost CRM Adoption & Simplify Data Entry

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  1. Office 365 Finally Integrated WithSugar Understand the health of your relationships Boost CRM Adoption Simplify Data Entry Archive emails to Sugar, edit any Sugar record from inside Outlook, and automatically sync your calendar and contacts so your data in Sugar will always be up to date Gain complete visibility into the health of each account, contact, lead, or opportunity so you can prospect, forecast, coach, and manage your pipeline more efficiently. Let your sales reps access Sugar from where they work the most, and watch as they finally start to use your CRM

  2. Complete Access toSugar from Outlook Access all data in Sugar from inside Outlook. • Create and update data in any field in Sugar from within Outlook • Avoid searching Sugar and switching back-and-forth by instantly seeing customer data in your inbox when you need it • Log call details or notes into Sugar without ever leaving your inbox

  3. Sync emails, contacts, and calendar entries to Sugar in seconds Emails, calendar events, and contacts – sync all of them right from your inbox • Archive any inbound or outbound email along with attachments • Specify exactly what opportunity, contact, or account you’d like an email to be archived to • Ensure your Sugar calendar is always up to date with our 2-way calendar sync • Maintain a complete contact database within Outlook with our 1-way contact sync

  4. Leverage Sugar Email Templates Within Outlook Access your Email Templates in Outlook to make the follow up process as painless and as streamlined as possible. • Create email templates to standardize your email communication with leads and customers

  5. Engage prospects through warm relationships rather than cold calling, and open doors to your warmest accounts. Track every interaction your employees have with customers and prospects and understand the depth of your company’s relationships. • Identify individuals at your company that already have strong relationships with your targets • See where your team members have had high-value interactions with your clients • Leverage your team members relationships and coordinate warm intros into high value accounts

  6. Build an accurate sales forecast, and accurately predict revenue growth. Gain complete visibility into all revenue generating activities and objectively assess the health of each deal in your pipeline. • See where your sales reps are lacking the communication and momentum they need to close a deal on time • Enable managers to calculate forecasts based on objective data, not your sales team’s gut feel • Alert sales reps when deals are in a stage too long or past the initial forecast date so they can adjust

  7. Schedule meetings without the back-and-forth Eliminate phone tag and accelerate sales by making it easy for prospects and customers to connect with you at a time that works for them. • When a new prospect schedules an appointment, Collabspot Scheduler will check to see if they are in Sugar and add them as a lead if they are not • Your meetings will sync automatically with your Sugar Calendar • Setup is easy. Simply tell Collabspot your availability preferences and share your link

  8. Trusted by 1000’s

  9. Features Create and Edit Records Mobile Email Sync You can create and edit cases, contacts, events, leads, opportunities, tasks, and custom objects all from your inbox. No more back and forth. Goodbye copy and pasting Use Collabspot’s “Copy to CRM” folders in Outlook to sync emails while on the go Email Archiving Calendar Sync Custom Module Support Organize and archive all inbound and outbound email messages to Sugar along with attachments Automatically sync your contacts and calendar between SugarCRM and Office 365 Schedule emails to be sent exactly when you want them to be sent

  10. Feature Leverage your organization’s network Relationship Scoring Email Templates Collabspot generates a score for each relationship to identify the strength of a particular relationship or group of relationships Collabspot supports standard modules and custom modules, so even your CRM in your inbox will appear exactly how it does within your CRM Collabspot provides a map of your team’s relationships with prospects so your team can leverage each other’s strongest relationships for warm intros Complete communication visibility Visualize your relationships Scheduler Visualize all communication between your team and your prospects and customers See a live feed of all communication that your team is having with prospects and customers Eliminate phone tag and accelerate sales by making it easy for prospects and customers to connect with you at a time that works for them

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