Boost CRM Adoption
Let your sales reps access Sugar from where they work the most, and watch as they finally start to use your CRM
Simplify Data Entry
Archive emails to Sugar, edit any Sugar record from inside Gmail, and automatically sync your calendar and contacts so your data in Sugar will always be up to date
Understand the health of your relationships
Gain complete visibility into the health of each account, contact, lead, or opportunity so you can prospect, forecast, coach, and manage your pipeline more efficiently.
Sync emails, contacts, and calendar entries to Sugar in seconds
Emails, calendar events, and contacts – sync all of them right from your inbox
- Archive any inbound or outbound email along with attachments
- Specify exactly what opportunity, contact, or account you’d like an email to be archived to
- Ensure your Sugar calendar is always up to date with our 2-way calendar sync
- Maintain a complete contact database within Gmail with our 1-way contact sync
Access Sugar in Gmail
Access all data in Sugar from inside Gmail.
- Create and update data in any field in Sugar from within Gmail
- Avoid searching Sugar and switching back-and-forth by instantly seeing customer data in your inbox when you need it
- Log call details or notes into Sugar without ever leaving your inbox
Leverage Sugar Email Templates Within Gmail
Access your Email Templates in Gmail to make the follow up process as painless and as streamlined as possible.
- Create email templates to standardize your email communication with leads and customers
Understand the true health of opportunities in your sales pipeline, and take action to close them faster.
Visualize the entire history of your teams communication with prospects and customers so you can understand the true status of your company’s relationships without data entry
- Identify which deals are showing signs of closing, and which look like they may slip so you can take the appropriate action
- Build more accurate forecasts knowing which deals have moved in or out of the a given period
- Quickly pinpoint your strongest deals and focus your team’s limited resources
Engage prospects through warm relationships rather than cold calling, and open doors to your warmest accounts.
Track every interaction your employees have with customers and prospects and understand the depth of your company’s relationships.
- Identify individuals at your company that already have strong relationships with your targets
- See where your team members have had high-value interactions with your clients
- Leverage your team members relationships and coordinate warm intros into high value accounts
Build an accurate sales forecast without the spreadsheets, and enable your finance team to properly predict revenue growth.
Gain complete visibility into all revenue generating activities and objectively assess the health of each deal in your pipeline.
- See where your sales reps are lacking the communication and momentum they need to close a deal on time
- Enable managers to calculate forecasts based on objective data, not your sales team’s gut feel
- Alert sales reps when deals are in a stage too long or past the initial forecast date so they can adjust
Schedule meetings without the back-and-forth
Eliminate phone tag and accelerate sales by making it easy for prospects and customers to connect with you at a time that works for them.
- When a new prospect schedules an appointment, Collabspot Scheduler will check to see if they are in Sugar and add them as a lead if they are not
- Your meetings will sync automatically with your Sugar Calendar
- Setup is easy. Simply tell Collabspot your availability preferences and share your link