Integrate SugarCRM with Google Apps

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SugarCRM comes with a wide range of Google integrations right out of the box. You can easily integrate SugarCRM with Gmail, Google Docs, Google Calendar, Google Contacts, and Android mobile devices.

Transcript of Integrate SugarCRM with Google Apps

  • 1. Integrating SugarCRMWith Google Apps

2. 3 different levels of integrations1. Out of the Box 2. Configurations in Sugar Studio 3. Customizations and Extensions built by partners 3. 1. Out of the box integrations Gmail Google Docs Android Calendar Contacts 4. Setting Gmail as the Default Outgoing Mail Server 5. Setting Gmail as Your Personal Sugar Email 6. Sending Email using Gmail 7. Using Sugar Email Client with Gmail 8. Archiving Incoming Gmail to Sugar 9. Sugar Email Archiving Service 10. Requires Google External Account 11. Save Documents to Google Docs 12. Relate Existing Google Docs to Sugar 13. Identify Google Doc in Sugar 14. Sugar Mobile 15. Android Tablet 16. iCalendar Integration 17. Personal Settings 18. Calendar Settings 19. Sugar Calendar 20. Sugar Calendar in Google 21. Import Your Google Contacts 22. 2. Configurations in Sugar Studio Sugar Studio Need to be configured by your Sugar Administrator 2 examples: Google Maps and Google Docs 23. Integrating Google Maps 24. Sugar Studio Configuration 25. Sugar Studio Configuration 26. Google Docs 27. Google Docs Preview 28. Sugar Studio Configuration 29. 3. Customizations and Extensions built by partners Built by Loaded, SugarCRM Platinum PartnerPublished Integrations- SugarForge - SugarExchangeBuild Your Own- Developer Tools 30. Email 2 Sugar A smart, automated email archiving tool for SugarCRM. E2S automatically archives sent and received emails in relevant Sugar modules, using email address matching. The UserSends an email either from Sugar or from email clientAutomated email archiving to SugarCRM Lead, Contact, and Account modulesSupports the same email clients that SugarCRM supports 'out of the boxAutomatic email attachment filing and unread email notificationsEmail is automatically archived to Lead, Contact & Accounts modules 31. Forget about manual email archiving and let Email 2 Sugar do the work for you. 32. Summary: Bringing Together Best of Both Worlds Sales Force AutomationGmailMarketing AutomationCalendar GroupsContacts TalkSocial CRM & CollaborationCustomer SupportTasks VideoDocs Sites 33. AboutLoaded 34. At Loaded, we focus on delivering smart solutions to unlock your customer relationship potential. We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise to the task of designing, delivering & supporting the right solution for your organisation. 35. About Loaded Smart solutions to unlock your customer potential. Founded in 1995 as a web development business.Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence solutions.Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold Partner since 2006.Broadened offering over last 7 years to encompass total CRM journey with a wide range of CRM integrations enabling business impact and ROI.Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail; manufacturing/wholesale; and federal and state government. 36. Our offer total CRM 37. Loaded Capabilities CRM breadth & depth, backed by strategic, operational and technology expertise CapabilitiesWhy It MattersSugarCRM Depth: in consulting, development, training, infrastructure Deep knowledge of the application and its potential, at the functional and technical levelCRM breadth: 30+ years in total CRM experience Sound basis for advice and design solutions Provides rich inputs to our delivery processes allows for on time, on budget, quality, no surprises implementations and deploymentsBusiness strategy and execution: top tier management consulting and executive leadership experience Strategic and technical partners, to help ensure your CRM journey is well planned and delivers organisational benefits at every stageTechnology depth and breadth: delivering and supporting complex integrations and deployments Able to support and maintain complex solutions over time for clients Deep experience in a wide range of integrations 38. Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs. SugarCRM is the worlds fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force AutomationPardot is a leading SAAS marketing automation tool recently acquired by Salesforce.comJasperSoft is a cloud based business intelligence application with an exciting entry-level solution offered in partnership with Amazon Web Services bringing enterprise level BI to any businessHubspot is a comprehensive, all-in-one marketing platform 39. Contact 1300 LOADEDEmail: Website: Address: Ground Floor, 221 Miller Street, North Sydney, NSW 2060, Australia