SugarCRM Integration Services

SugarCRM Integration Solutions

With clients becoming more demanding than ever, you cannot afford to waste time switching between multiple platforms to carry out daily tasks. The real strength of Sugar lies in how it effortlessly integrates with third-party software that your business uses. This is where Sugar really shines with its open architecture that allows it to integrate with any software.

You chose SugarCRM because of its ease-of-use, customization, and price. Integrating business applications with SugarCRM boosts its power and allows enhanced functionality in the CRM which the users can leverage to provide exceptional experience to the clients. By integrating it wit different support systems and departments, you can also increase the productivity of all your teams with consistent, up-to-date customer data. Rolustech helps you quickly and easily integrate your SugarCRM instance with any other applications, whether they’re on-premises or in the cloud.

Data Sharing

Your team has data insights from multiple sources saved in Sugar database.

Effective Decision Making

With data from multiple channels in sync, you can better analyze your business and make decisions which are accurate and based on factual information.

Enhanced Productivity

Users can boost their productivity by not wasting time on similar tasks on multiple applications.

Added Functionality

Your team gets advanced features unavailable in default version e.g. making calls from Sugar, sending documents for e-signature inside Sugar, etc.

Integrations with Accounting Apps

Sugar integrates with accounting apps like Quickbooks and Xero. The integrations let users achieve a bi-directional sync between the two platforms and keep information in them updated at all times. Using the integration, Sugar is complemented by a complete accounting solution for your business. Some of the accounting platforms which we have integrated with Sugar include:

Quickbooks
Xero
Sage
Avalara tax

Integrations with Payment Gateways

Clients want ease of payment. Collecting payments from multiple online channels is not an option but a necessity and sometimes even a legal obligation. Sugar lets you integrate with almost all online payment gateways that you can use to collect payments online, these include:

PayPal
Authorize.Net
Sage Pay
Convio
Stripe

Integrations with Telephony systems

One of the foremost functions of a CRM is to keep record of each and every client interaction on a single database for you to access so you can make informed decisions based on the data you have at your disposal. Having a click to call feature in your CRM comes in especially handy for this purpose. The feature lets you keep track of all inbound and outbound calls in the CRM. As Sugar Partners, we have integrated Sugar with several PBX (Private Branch Exchange) and VoIP (Voice over IP) systems. These include:

Twilio
Audian
Ring central
Interactive Tel
Who’s calling
True Caller
Call Source
Skype

Integrations with Marketing Automation Platforms

CRMs are excellent Sales tools but when it comes to Marketing, they lack the ability to generate qualified leads for your salespeople. It is Marketing Automation which delivers personalized, stage-appropriate nurturing outreach. When both are integrated, they form a powerful tool to drive sales and deliver growth. We provide Sugar integrations with Marketing Automation tools such as:

Act On
e-Trigue
Salesforce Exact Target
Net Effect
Mautic
MailChimp
Inbox 25

Integrations with Social Media

Whether you are posting content directly or listening closely to the comments and feedback of your customers are leaving, social media is an integral element of every Sales strategy. Our SugarCRM developers have integrated Sugar with the following Social Media platforms:

Facebook
Twitter
LinkedIn

Integrations with E-Signature Apps

Choosing a document from within Sugar and sending it from a different application window is highly unproductive. Sugar can integrate with e-signature applications and let you complete the task and save it back all within Sugar. Some e-signature platforms which we have integrated with Sugar are:

DocuSign
EchoSign

Integrations with Google Apps

Google apps provide great functionality owing to Google’s ease of use. If you use Gmail and other related Google apps, it’s only necessary to use an integration that syncs data between both platforms. For this purpose, we created the following integrations between Sugar and Google Apps:

Gmail
Gmail Contacts
Google Calendar
Google Drive
Google Maps

Can’t find what you’re looking for?

Our services are not limited to these integrations only. Our decade’s worth of exclusive experience with Sugar has allowed our team of SugarCRM experts to innovate and execute many distinctive projects that involve several unprecedented and unrivaled integrations as well as SugarCRM customizations that have allowed our customers to fully benefit from all that a CRM has to offer. Let us know if there is a software you want integrated with Sugar and we’ll get back to you.

    
                FAQs            
                    
        Frequently Asked Question

How are SugarCRM integrations different from SugarCRM plugins?

SugarCRM integrations are designed to connect Sugar with other external systems or applications, allowing data to flow seamlessly between them. Integrations are typically more complex and require more development work to establish a connection between two systems. On the other hand, SugarCRM plugins are lightweight software add-ons that extend the functionality of SugarCRM. They are designed to work within SugarCRM and provide additional features such as enhanced reporting or custom dashboards.

Which third-party applications should I integrate with SugarCRM?

The third-party applications you should integrate with SugarCRM depend on your business needs and objectives. Some common applications that businesses integrate with SugarCRM include marketing automation tools, help desk software, accounting software, and e-commerce platforms. You should identify which applications will enhance your customer relationship management capabilities and streamline your business processes.

Can I integrate third-party platforms with Sugar on my own?

While it is technically possible to integrate third-party platforms with Sugar on your own, it is not recommended. Integrating third-party applications can be complex and requires expertise in both systems. You may also need to write custom code to make the integration work seamlessly. It’s best to work with an experienced integration partner to ensure the integration is successful.

Is the integration of Sugar with other applications or plugins recommended?

Yes, integrating Sugar with other applications or plugins is recommended as it allows you to leverage the full capabilities of SugarCRM and streamline your business processes. By integrating with other systems, you can automate tasks and reduce manual data entry, resulting in increased efficiency and productivity.

What would be the recommended SugarCRM integrations for an Insurance Agency?

Recommended SugarCRM integrations for an Insurance Agency include:

Marketing automation software, to manage lead nurturing and campaign management.
Document management software, to easily store and access important client documents.
Phone systems, to track client communications and improve response times.
Accounting software, to streamline invoicing and payment processing.
Compliance management software, to ensure regulatory compliance and minimize risk.

How to integrate Magento Store with SugarCRM?

There are several ways to integrate Magento Store with SugarCRM. One option is to use a pre-built integration app that connects the two systems, such as Zapier or Magento Connect. Another option is to use a middleware platform like PieSync, which can synchronize data between the two systems in real-time. You can also work with a SugarCRM integration partner to develop a custom integration that meets your specific business needs.

What is a good CRM software that integrates with QuickBooks?

There are several good CRM software options that integrate with QuickBooks, including:

Zoho CRM
HubSpot CRM
Salesforce
Insightly
Method CRM
SugarCRM
These CRM software options offer a range of features and capabilities, and it’s important to evaluate which one is the best fit for your business needs.