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What is Sugar Connect?

Sugar Connect seamlessly merges critical customer experience capabilities into the daily email and calendar applications used by Sales and Services teams. This cutting-edge tool guarantees that your CRM, email, and calendar systems remain in sync, eliminating the requirement for manual data input. By connecting your G Suite or Office 365 account with your Sugar platform, you gain immediate access to vital information while interacting with prospects and clients in real-time. Such integration is the most effective way to create genuinely personalized experiences that encourage enduring customer loyalty. With contextual insights about your correspondents readily available within your email platform, you can streamline your communication process. Forget the inconvenience of constantly switching between applications, as the automatic no-touch synchronization simplifies your workflow. Customize your messages using real-time insights that consider both the recipient and the timing of your emails. Moreover, you can easily monitor the status of your accounts, contacts, leads, and opportunities through G Suite or Office 365, thereby significantly boosting your operational efficiency. Ultimately, this integration not only enhances convenience but also empowers you to cultivate robust relationships with your clients, ensuring sustained success in your business endeavors.

What is RT SugarBox?

Sugar facilitates the access, sharing, tracking, and management of Box content directly within its platform. This integration guarantees that your sales team is equipped with the latest materials to present to clients and potential leads. By merging Sugar with Box, users can effectively oversee all documents and upload content seamlessly from within Sugar. The RT SugarBox feature ensures secure communication between the two platforms. Utilizing OAuth 2.0, files are transferred securely over HTTPS with every synchronization. This module is user-friendly and eliminates the hassle of manually copying tokens for integration purposes. Upon logging into your Box account after the installation of SugarBox, synchronization occurs instantly. Additionally, SugarBox automatically syncs any document or file linked to a Sugar account record, contact, or lead, ensuring that you consistently have the appropriate content readily available. With SugarBox, the right information is always organized and easily accessible, streamlining the workflow for your sales team.

Media

Media

Integrations Supported

Adpoint
Alchem-e Dashboard
Aritic Desk
AuthPoint
CorralData
Data Sentinel
Glances
Latitude ERP
Liana Cloud PR & Media
Liana®Cloud Commerce
Morphic
Nomalys
NovelVox Agent Accelerator
Progress DataDirect
Span Global Services
Sugar Sell
SugarCRM
Xinix
Zendesk
Zynk

Integrations Supported

Adpoint
Alchem-e Dashboard
Aritic Desk
AuthPoint
CorralData
Data Sentinel
Glances
Latitude ERP
Liana Cloud PR & Media
Liana®Cloud Commerce
Morphic
Nomalys
NovelVox Agent Accelerator
Progress DataDirect
Span Global Services
Sugar Sell
SugarCRM
Xinix
Zendesk
Zynk

API Availability

Has API

API Availability

Has API

Pricing Information

$9 per month
Free Trial Offered?
Free Version

Pricing Information

$9.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SugarCRM

Date Founded

2004

Company Location

United States

Company Website

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

Company Facts

Organization Name

Rolustech

Date Founded

2008

Company Location

United Kingdom

Company Website

rolustech.com/rtsugarbox/

Categories and 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

Categories and Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

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