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2018

The Fall '17 Sugar release featured a completely redesigned email experience. We've already posted a comparison of old-vs-new email functionality on the What to Expect page, but here's a quick overview of how you can expect emails to work going forward.

 

Sugar stores copies of email messages that were either sent from or archived to Sugar. You can view and work with email records much like you would work with any other type of record in Sugar.

 

To send mail from Sugar, users can configure one or more SMTP accounts. Any messages sent from within the application will be automatically archived in Sugar and related to the records with matching email addresses. But to view messages that aren't sent from inside Sugar, those emails must arrive in the Sugar application by one of these other methods of archiving:

 

  • Manually copy the contents of a message into a Sugar email record
  • Send an email campaign
  • Receive a message to a group account 
  • Forward an email to your instance's SNIP email address
  • Use a connector, third-party application, or API (e.g. MS Outlook Plug-in, Collabspot)

 

For more information on all of the archiving methods and other email options, check out the recently updated Intro to Email Functionality Knowledge Base article on the Sugar Support site.

We have expanded SugarCRM Hint, our flagship offering from SugarCRM’s Relationship Intelligence product line beyond leads and contacts. Now, you can gather relationship intelligence about businesses and organizations. It works like this: users enter an account name into Hint (just like they always have) and it pulls in accurate, verified corporate data about the organization into Sugar’s accounts module. This includes valuable information like:

  • Industry
  • Location
  • Revenue
  • Number of employees
  • Corporate Facebook page
  • Corporate Twitter account

In addition to the above corporate data, Hint also pulls in recent news about the company such as earnings announcements, product news and management changes. 

Not only can the sales team keep a close tab on their accounts and quickly react to changes, these new capabilities will also appeal to customer success and customer support teams.  This means Hint can be deployed to more people in your organization to eliminate manual research and data entry. 

Hint gives users a broad profile of information about people and companies. It’s not that you didn’t know this information existed somewhere online, but why manually search for it and enter the data into your CRM when Hint puts the information right at your fingertips?

Hint gathers customer intelligence from a broad range of data sources so users can quickly and efficiently learn more about their prospects to establish a productive relationship.

The newest version of Hint is available now. It is compatible with Sugar 7.8 or later and available for an introductory price of $15 per user, per month. Existing customers of Hint have all been upgraded on our On Demand environment. On Premise customers can download the latest module loadable package from the download manager. 

For more information about Hint, check out the video below or visit www.SugarCRM.com/hinthttp://www.sugarcrm.com/hint

 

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