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Outlook Plugin to Sugar Connect

Mike Barry

With Microsoft cutting off plug in support it appears we are being forced into a transition to Sugar Connect.  After multiple demos the only difference that Sugar seems to highlight is that it can now be used with the outlook web app, which is worthless to my company.  When i asked the people from Sugar to defend charging for something that is currently free no one was able to, especially with a 20-30% increase in overall cost by adding Sugar Connect.  Has anyone who is currently using Sugar Connect found that it has any value at all? Or are my suspicions that this is just a money grab correct?

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    HI Mike

    We moved to SugarConnect in early 2023. we have 86 sales reps and customer service reps located globally. We had the previous version prior to SugarConnect. In our case, Sugar connect has been more consistently stable than the previous app. We archive our emails, track our meetings and use the side panel to create leads, update contacts, opportunities and RLIs  directly in Sugar from outlook which saves our reps time switching between the programs while on small laptop with limited screen real estate. We are also able to pull custom fields into the side panel and update them from the side panel which was not possible in the previous. having the visiblity to all subpanels pertaining to the contact you are communicating with is also a plus. Our reps use the side panel to view the customers web traffic, previous equipment purchases, service events logged, etc all from outlook

    The efficiencies and engagement from the sales staff that we gain capturing communications and managing and viewing Sugar data in one place without having to switch from app to app on a laptop is greater than the cost in our case

    There are items that would greatly help ; would like it to capture the details of the meeting you are syncing in the side panel in outlook, this is a downside as you have to create the meeting in outlook and then again in the side panel for Sugar - double work here

    Also wish the email naming would have stayed but being able to choose where it archives is a plus

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    HI Mike

    We moved to SugarConnect in early 2023. we have 86 sales reps and customer service reps located globally. We had the previous version prior to SugarConnect. In our case, Sugar connect has been more consistently stable than the previous app. We archive our emails, track our meetings and use the side panel to create leads, update contacts, opportunities and RLIs  directly in Sugar from outlook which saves our reps time switching between the programs while on small laptop with limited screen real estate. We are also able to pull custom fields into the side panel and update them from the side panel which was not possible in the previous. having the visiblity to all subpanels pertaining to the contact you are communicating with is also a plus. Our reps use the side panel to view the customers web traffic, previous equipment purchases, service events logged, etc all from outlook

    The efficiencies and engagement from the sales staff that we gain capturing communications and managing and viewing Sugar data in one place without having to switch from app to app on a laptop is greater than the cost in our case

    There are items that would greatly help ; would like it to capture the details of the meeting you are syncing in the side panel in outlook, this is a downside as you have to create the meeting in outlook and then again in the side panel for Sugar - double work here

    Also wish the email naming would have stayed but being able to choose where it archives is a plus

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