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.

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Integrate SugarCRM with Google Apps

  1. 1. Integrating SugarCRM With Google Apps
  2. 2. 3 different “levels” of integrations 1. Out of the Box 2. Configurations in Sugar Studio 3. Customizations and Extensions built by partners
  3. 3. 1. Out of the box integrations • Gmail • Google Docs • Android • Calendar • Contacts
  4. 4. Setting Gmail as the Default Outgoing Mail Server
  5. 5. Setting Gmail as Your Personal Sugar Email
  6. 6. Sending Email using Gmail
  7. 7. Using Sugar Email Client with Gmail
  8. 8. Archiving Incoming Gmail to Sugar
  9. 9. Sugar Email Archiving Service
  10. 10. Requires Google External Account
  11. 11. Save Documents to Google Docs
  12. 12. Relate Existing Google Docs to Sugar
  13. 13. Identify Google Doc in Sugar
  14. 14. Sugar Mobile
  15. 15. Android Tablet
  16. 16. iCalendar Integration
  17. 17. Personal Settings
  18. 18. Calendar Settings
  19. 19. Sugar Calendar
  20. 20. Sugar Calendar in Google
  21. 21. Import Your Google Contacts
  22. 22. 2. Configurations in Sugar Studio • Sugar Studio • Need to be configured by your Sugar Administrator • 2 examples: Google Maps and Google Docs
  23. 23. Integrating Google Maps
  24. 24. Sugar Studio Configuration
  25. 25. Sugar Studio Configuration
  26. 26. Google Docs
  27. 27. Google Docs Preview
  28. 28. Sugar Studio Configuration
  29. 29. 3. Customizations and Extensions built by partners • Built by Loaded, SugarCRM Platinum Partner • Published Integrations - SugarForge - SugarExchange • Build Your Own - Developer Tools
  30. 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 User Sends an email either from Sugar or from email client • Automated email archiving to SugarCRM Lead, Contact, and Account modules • Supports the same email clients that SugarCRM supports 'out of the box’ • Automatic email attachment filing and unread email notifications Email is automatically archived to Lead, Contact & Accounts modules
  31. 31. Forget about manual email archiving and let Email 2 Sugar do the work for you.
  32. 32. Summary: Bringing Together Best of Both Worlds Sales Force Automation Gmail Marketing Automation Calendar Groups Contacts Talk Social CRM & Collaboration Customer Support Tasks Video Docs Sites
  33. 33. About Loaded
  34. 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. 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. 36. Our offer – ‘total CRM’
  37. 37. Loaded Capabilities CRM breadth & depth, backed by strategic, operational and technology expertise Capabilities Why It Matters SugarCRM Depth: in consulting, development, training, infrastructure • Deep knowledge of the application and its potential, at the functional and technical level CRM 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 deployments Business 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 stage Technology 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. 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 world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation Pardot is a leading SAAS marketing automation tool recently acquired by JasperSoft 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 business Hubspot is a comprehensive, all-in-one marketing platform
  39. 39. Contact 1300 LOADED Email: Website: Address: Ground Floor, 221 Miller Street, North Sydney, NSW 2060, Australia