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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Sugar Connect integrates essential customer experience functions into the email and calendar applications that Sales and Services utilize daily. This innovative tool ensures your CRM, email, and calendar systems stay synchronized without the need for manual data entry. By linking your G Suite or Office 365 account with your Sugar instance, you can access pertinent information as you engage with prospects and clients in real-time. This seamless integration is the simplest method to deliver genuinely personalized experiences that foster long-term customer loyalty. Receive contextual insights about the individuals you’re corresponding with right within your email platform. Eliminate the hassles of switching between apps, as the no-touch synchronization is both automatic and straightforward. Tailor your communications with immediate insights based on the recipient and the timing of your emails. Additionally, you can achieve comprehensive visibility into the status of your accounts, contacts, leads, and opportunities directly through G Suite or Office 365, making your workflow more efficient than ever before. The convenience of this integration ultimately enhances your ability to nurture strong relationships with your clients.

Description

Xpertdoc can help you create complex or simple documents interactively, in batches or through automated workflows. It can also capture customer information and data and store and manage enterprise content. Xpertdoc Smart Flows lets you create and deploy optimized automated processes that allow for efficient generation, storage and delivery of your documents. Xpertdoc Smart Forms allows your customers to enter their information and submit it digitally. This improves data accuracy and internal efficiency. Xpertdoc Content Manager allows you to store, search, and retrieve digital assets in a secure repository. We also offer integrations to CRM platforms (Microsoft Dynamics 365, SugarCRM, and other leading ERP, CPQ, and CRM platforms (Microsoft Dynamics 365, SugarCRM, and many more), allowing you to harness the powerful document generation capabilities and automation capabilities of your enterprise core systems.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Microsoft 365
Sugar Sell
CXInfinity
CorralData
Creditsafe
Glances
GoContact
Hyland RPA
Ikigai
LeadsRain
Lyftrondata
Progress DataDirect
ROI Hunter
SmartShare
Teamstack
Technosys IT Management
Vervemail
VoIPco Telecom
VoiceDrop.ai
Zynk

Integrations

Microsoft 365
Sugar Sell
CXInfinity
CorralData
Creditsafe
Glances
GoContact
Hyland RPA
Ikigai
LeadsRain
Lyftrondata
Progress DataDirect
ROI Hunter
SmartShare
Teamstack
Technosys IT Management
Vervemail
VoIPco Telecom
VoiceDrop.ai
Zynk

Pricing Details

$9 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

SugarCRM

Founded

2004

Country

United States

Website

www.sugarcrm.com/solutions/connect-email-integration/

Vendor Details

Company Name

Xpertdoc Technologies Inc.

Founded

2000

Country

Canada, with subsidiaries in the United States and Belgium

Website

www.xpertdoc.com

Product Features

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Product Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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