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What is Vlocity?

In the industries served by Vlocity, direct engagement with customers tends to be both rare and fleeting. However, the impact of these short encounters is significant, as they can influence whether customers choose to support or criticize your brand. Therefore, it is vital that these exchanges are comprehensive, accurate, quick, and occur through the preferred communication channels of the customers. Equally important is the ability of employees to build genuine relationships with customers, allowing the essential values of your brand to be communicated effectively. Vlocity's Digital Interaction Platform empowers users to focus on enhancing the customer experience rather than navigating the complexities of the underlying software. By leveraging a powerful array of task-oriented components that seamlessly integrate with Salesforce, Vlocity enriches your CRM with industry-specific features. The availability of intuitive guided flows facilitates smoother applications, boosts the efficiency of new users, and can lead to substantial reductions in overall service expenses. This forward-thinking strategy not only heightens operational efficiency but also guarantees that customer interactions create a memorable and favorable impression that resonates long after the interaction concludes.

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.

Media

Media

Integrations Supported

Airbyte
Aritic Mail
Aritic Swarm
Cyber360
FastWebHost
Global Shop Solutions
Latitude ERP
Lyftrondata
Privia
SyncApps
Vervemail
Workato
Xero
Xinix
Zuar Runner
Zynk
cXchange
display block
iVision Plus

Integrations Supported

Airbyte
Aritic Mail
Aritic Swarm
Cyber360
FastWebHost
Global Shop Solutions
Latitude ERP
Lyftrondata
Privia
SyncApps
Vervemail
Workato
Xero
Xinix
Zuar Runner
Zynk
cXchange
display block
iVision Plus

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$9 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

Salesforce

Date Founded

1999

Company Location

United States

Company Website

vlocity.com

Company Facts

Organization Name

SugarCRM

Date Founded

2004

Company Location

United States

Company Website

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

Categories and Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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

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

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