Date post: | 10-Sep-2014 |
Category: |
Software |
Upload: | limesh-parekh |
View: | 256 times |
Download: | 3 times |
Making SugarCRM Sweeter
Productivity
Third Party Integration
Topping to add to
your SugarCR
M
Productivity Add-ons
Third Party Integration Add-ons
Realtime Deduplication
SugarCRM Preventive Deduplication
• Works with Accounts & Contacts.
• Name, Phone numbers & Email IDs.
• Two Modes (Warn or enforce)
• Relates leads with Accounts / contacts.
• Fuzzy Logic
DuplicateAnalysis
SugarCRM Analytical Deduplication
• Works with Accounts & Contacts.
• Name, Phone numbers & Email IDs.
• Fuzzy Logic - Find Similar Names.
• Manage Duplicates, Merge, update or delete.
• Very Fast analysis.
CRM Usage Analysis
SugarCRM User Activity Analysis
• Works with Almost all the modules of SugarCRM
• All activities of any user or a team in one report.
• Complete analysis of work done by any individual / team.
• Custom & Scheduled reports possible.
• Graphical analysis.
Tally + SugarCRM
= ERP
SugarCRM Tally Integration
• Get ledger balance & bill by bill details in CRM.
• Get outstanding Debtors list from CRM directly.
• Custom & scheduled reports possible.
• Integrates CRM quotes into Sales orders or invoices in Tally
• Link Tally Ledgers with CRM Accounts
Asterisk SugarCRM Integration
SugarCRM Asterisk Integration
• Works out of the box.
• Works with Elastix, FreePBX (minor support required)
• Click to call, Incoming call popup.
• Call recording (Enjay Synapse Only)
• Automatic relation and assignment
Universal SugarCRM
SMSIntegration
SugarCRM SMS Integration
• Works with any SMS gateway in the world.
• Module wise and generalised Templates.
• SMS logs and history in Calls Module.
• Group SMS.
• SMS merge (similar to mail merge) feature