All About SugarCRM and Email - SugarCRM Lunch and Learn

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In the August 2013 lunch and learn we reviewed the many different ways to integrate and utilize email with SugarCRM.

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All About SugarCRM and Email - SugarCRM Lunch and Learn

  1. 1. All About SugarCRM and Email Presented by: Josh Sweeney
  2. 2. EMAIL CATEGORIES Email marketing
  3. 3. EMAIL CATEGORIES Marketing Automation Email marketing
  4. 4. EMAIL CATEGORIES Email Automation Email marketing Marketing Automation
  5. 5. EMAIL CATEGORIES Email marketing Email Automation Templated Messaging Marketing Automation
  6. 6. EMAIL CATEGORIES Email marketing Marketing Automation Email Integration Templated Messaging Email Automation
  7. 7. EMAIL MARKETING Send mass emails Some form features Opens, clicks Prebuilt Email Templates
  8. 8. EMAIL MARKETING SOLUTIONS SugarCRMCampaigns MailChimp
  9. 9. MARKETING AUTOMATION Email marketing Drip campaigns Landing pages and forms Integrations to other tools
  10. 10. MARKETING AUTOMATION SOLUTIONS Pardot SalesFusion
  11. 11. EMAIL AUTOMATION Email Contacts on Special Occasions Email users when records change Notify manager of a large deal Accept changes to documents
  12. 12. EMAIL AUTOMATION SOLUTIONS SugarCRMWorkflows ProcessMaker SugarCRM Edition Custom Code
  13. 13. TEMPLATED MESSAGING Emails to individuals Templated for repeatability Quotes, Updates, Thank you, etc…
  14. 14. TEMPLATED MESSAGING SOLUTIONS TempRelate SugarCRM Templates
  15. 15. USER LEVEL EMAIL User level integrations Sync and archive data • Accounts • Contacts • Emails
  16. 16. USER LEVEL EMAIL SOLUTIONS SugarCRM Outlook Connector SugarCRM Archive ( SNIP ) Collabspot ( Google Apps ) Riva ( Exchange )
  17. 17. HAVE QUESTIONS? Contact Us sales@atcoresystems.com

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