Sugar crm email integration options
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Sugar crm email integration options

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http://www.e2benterprise.com

Sugar email integration provides email management within Sugar by integrating with Microsoft Outlook, IBM Lotus Notes, Gmail, Yahoo! Mail, and IMAP based email servers. join e2b teknologies and learn how users can:

archive email to Sugar
send email directly from Sugar
sync their email calendars
schedule and track activities
manage projects
work offline or from a mobile device.
and much much more!
Sugar email integration streamlines common tasks and promotes more effective communication with employees and customers. SugarCRM also offers an email archiving service that works with any email system.

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  • So, for today’s agenda with will begin with thewhos and whats of email automation, and then we’ll cover the benefits of using a system such as SugarCRM to automate your email communications.Next we’ll cover some of the email integration options for SugarCRM. Sugar, being a pretty versatile system, there are several email options to choose from. We’ll briefly cover some of the big ones before we narrow down and show you exactly how Sugar works using the inBOX25 email integration.Then we’ll tell you a little about who we are, e2b teknologies, and we’ll end with a little summary of the presentation.
  • Email automation has been traditionally used by marketing professionals, although it’s tools can really be utilized across all areas of a company or organization. It can be used to handle support requests, sales inquiries, or really any communication you want to automate with workflows, or target to a specific group of customers, prospects, or contacts.The integration between an email automation client and your CRM system has several uses. Among these include cheaply and efficiently distributing newsletters and content in high volumes, even if that means thousands at a time; targeting promotional material at select audiences; keeping a large customer base up-to-date and informed; getting customers, prospects and partners involved with company events; and informing partners of high level company information or changes in your organization.
  • The most salient benefit of integrating your email client with your CRM is that it allows you to truly engage with your contact base, and the better you can manage every aspect of your communications the more likely you will increase interactions from a growing network of contacts.Communication campaigns are typically carried out by marketing to existing target lists within your CRM, which keeps a record of and allows you to segment past campaigns. You can later go back to these campaigns to report on analytics (who viewed the email, who clicked on what, who opted out, etc.). Your CRM will also handle the opt outs in your emails by automatically recognizing not to send emails to those contacts in the future. Most importantly, you can send out very large email volumes at one time, and target those emails to highly segmented niches within your database.
  • SugarCRM provides several options and possibilities for email integration. Among these include Microsoft Outlook, IBM Lotus Notes, Google’s Gmail, Yahoo! Mail, Mail Chimp, inBOX25, and any IMAP based email server.Users can archive email to Sugar, send email directly from Sugar, sync their email calendars, schedule and track activities, manage projects, and work offline or from a mobile device. Sugar email integration streamlines common tasks and promotes more effective communication with employees and customers. SugarCRM also offers an email archiving service that works with any email system.
  • Sugar Plug-In for Microsoft Outlook integrates your CRM data with your Outlook client, working directly within Outlook’s taskbar. With a few clicks, Sugar users can sync email, contacts, and calendar information into Sugar modules.Emails can automatically look up contacts within sugar and log against your Accounts, Contacts, Opportunities, and more capturing important customer communications within Sugar.
  • Sugar Plug-In for IBM Lotus Notes integrates your CRM data with your Lotus Notes client. Sugar users can archive email and sync contacts, calendar, and task information into Sugar modules.Again, the Lotus plugin allows you to automatically look up contacts within sugar and log against your Accounts, Contacts, Opportunities, Appointments, Tasks, capturing important communications within Sugar.
  • So now we’ll walk you through how to develop an email campaign using inBOX25, which is actually a third party email marketing automation tool that integrates directly with SugarCRM.

Sugar crm email integration options Sugar crm email integration options Presentation Transcript

  • EMAIL OPTIONS FOR March 20, 2013 4:30 PM ET by Josh Baileye2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • Today’s Agenda: Benefits of Email Automation Email integration options for SugarCRM Live demo: email with inBOX25 Who is e2b teknologies Summarye2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • The Whos and Whats of Email Automation Who uses email automation, and what can it be used for? Integrating Distributing newsletters in high volumes your email automation Targeting promotional with your material at select audiences CRM is ideal for marketing Keeping a large customer base roles, however up to date and informed its tools can serve many Getting customers, prospects different and partners involved with company events functions and job roles, such Informing partners of high- as: level company informatione2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • Benefits of Email/CRM Integration Market to existing target lists in your CRM Track and organize email blasts in campaigns Keep track of campaign analytics Automate handling of “opt outs” and bounced emails Handle large recipient lists with one email blast Target market to very specific niches, based off any criteria you decidee2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • SugarCRM’s Email Integration Optionse2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • Microsoft Outlook Plug-In Capture important customer communications within Sugar Archive email directly from Outlook to Sugar Synch your Outlook calendar, contacts, and tasks with Sugar Available for Microsoft Outlook 2007 and 2010e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • IBM Lotus Notes Plug-In Capture important customer communications within Sugar Archive email directly from Lotus Notes to Sugar Synch your Notes calendar, contacts, and tasks with Sugar Available for IBM Lotus Notes 6, 7 and 8e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • Using SugarCRM for MarCom Live Demoe2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • We also… We also develop other business to business solutions for the cloud and resell ERP software. Some of our applications include: And More!e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com
  • Josh Bailey jbailey@e2btek.com 440.352.4700 x249e2b teknologies | 521 fifth avenue | chardon, oh 44024 | 440.352.4700 | www.e2btek.com