Understanding Sugar Connect for SugarCRM
Sugar Connect -- Sugar's Outlook integration product -- synchronizes your email data with Sugar Sell, Serve, Enterprise, and Pro to allow the user to:
- Access Sugar information from a sidebar in their email when reading or composing an email
- Attach emails to Opportunities, Accounts, or Contacts
- Sync and access shared calendars
- Access and use CRM email templates
- Relate events to attendee's records in Sugar
- And more!
Join us on January 22 to learn about Sugar Connect. What it does, how much it costs, how it works with your email, etc.
Duration: 1 hour
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Presenters
Megan Sheehan
Director of Project ManagementMegan is a CRM expert who helps clients design and build their CRM systems, manages their implementation and enhancement projects, designs and builds data integrations, and trains their teams on how to properly implement. She’s been part of the Technology Advisors team since 2012 and has written three books on CRM. Megan also co-hosts online user groups for various products where she teaches attendees about the latest updates, features, and functions.
Justin Kuehlthau
Director of ServicesJustin is a Customer Relationship Management, CRM, software business analyst and consultant with fifteen years of experience in the industry. Justin started at Technology Advisors on the support desk where he learned extensively about all facets of CRM software. He was quickly promoted to the role of consultant where he learned the entire process of software consulting from pre-sales to post production support. Later he led the SugarCRM Practice and now works as the Director of Services.
