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Introducing Sugar Connect

Trevor Bloking
3 minute read time

Today, we are excited to announce that Sugar Connect is generally available to customers!  

Sugar Connect Overview

Sugar Connect harmonizes your CX applications by surfacing key customer data and activities into the apps you use most — email and calendaring. As a key component of Sugar’s No-Touch Information Management vision, Connect provides critical context when it matters most, during real-time email communications with customers. Further, it keeps all of your customer account information up to date without ever having to leave your email tool. Connect synchronizes Microsoft Office 365 and Google G Suite data directly with Sugar Sell, Serve, Enterprise, and Pro, incorporating email, calendar events, tasks, and contacts into the unified customer view provided by the Sugar platform.

Learn more about Sugar Connect (and our upcoming Sugar Discover release) from Chief Product Officer, Rich Green in the video below:

https://www.youtube.com/watch?v=yqg0WUVvCaw

Key Features

360-degree Customer View

  • Gain complete visibility into the health of your accounts, lead, and opportunities right from your email app.
    • Access Sugar information from a sidebar when reading or composing an email
    • Create, update and delete records and fields in Sugar Sell and Serve
    • Attach emails to Opportunities, Contacts, or Accounts
    • See all customer emails in the sidebar
    • Access and use CRM email templates

Automate Data Entry

  • Archive important emails to Sugar, while automatically syncing your calendar and contacts
    • Archive all inbound and outbound emails
    • Specify exactly which Opportunity, Contact, or Account you’d like the email to be archived to
    • Sync and access shared calendars so you don’t need to maintain events in multiple calendars
    • Relate events to attendees’ records in Sugar

Effortless CRM

  • Access and update Sugar, without leaving your email
    • Provides server-side integration with Microsoft Office 365 and Google G Suite
    • Provides client-side integration with Windows Outlook
    • Provides client-side integration with MacOS Outlook

Scheduling Assistant

  • Easily schedule meetings with your customers, without the back-and-forth
    • Allow customers to select times that work for you and them
    • Set minimum scheduling notice times, to avoid last-minute meetings
    • Automatically save meeting attendees as new leads in CRM

Who can use Sugar Connect? 

Sugar Connect customers need to fit into the following categories:

  • Email: Office 365 or G Suite
  • CRM: Sugar Sell, Sugar Serve, Ultimate, Enterprise, or Professional (SugarCloud or on-premise)

Please review the Supported Platforms for additional details.

Learn more about Sugar Connect

Customers can learn more about Sugar Connect through the following resources:

Contact your Account Representative or Sugar Partner for a demo of Sugar Connect today.