Date post: | 23-Jan-2015 |
Category: |
Business |
Upload: | loaded-technologies |
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Integrating SugarCRM
With Google Apps
3 different “levels” of integrations
1. Out of the Box
2. Configurations in Sugar Studio
3. Customizations and Extensions built by partners
1. Out of the box integrations
• Gmail
• Google Docs
• Android
• Calendar
• Contacts
Setting Gmail as the Default Outgoing Mail Server
Setting Gmail as Your Personal Sugar Email
Sending Email using Gmail
Using Sugar Email Client with Gmail
Archiving Incoming Gmail to Sugar
Sugar Email Archiving Service
Requires Google External Account
Save Documents to Google Docs
Relate Existing Google Docs to Sugar
Identify Google Doc in Sugar
Sugar Mobile
Android Tablet
iCalendar Integration
Personal Settings
Calendar Settings
Sugar Calendar
Sugar Calendar in Google
Import Your Google Contacts
2. Configurations in Sugar Studio
• Sugar Studio
• Need to be configured by your Sugar Administrator
• 2 examples: Google Maps and Google Docs
Integrating Google Maps
Sugar Studio Configuration
Sugar Studio Configuration
Google Docs
Google Docs Preview
Sugar Studio Configuration
3. Customizations and Extensions built by partners
• Built by Loaded, SugarCRM Platinum Partner
• Published Integrations
- SugarForge
- SugarExchange
• Build Your Own
- Developer Tools
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.
• 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
The User Sends an email either from Sugar or from email client
Forget about manual email archiving and let Email 2 Sugar do the work for you.
Gmail Calendar Docs
Sites Talk Video
Contacts
Groups
Tasks
Sales Force Automation
Marketing Automation
Customer Support
Social CRM & Collaboration
Summary: Bringing Together Best of Both Worlds
About
Loaded
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.
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.
Our offer – ‘total CRM’
Loaded Capabilities
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
CRM breadth & depth, backed by strategic, operational and technology expertise
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 Salesforce.com
Hubspot is a comprehensive, all-in-one marketing platform
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
Contact
1300 LOADED Email: [email protected]
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060, Australia