Katie Liesmann

Best in Class Winner, User Productivity - Epicom: Slack Integration for Sugar

Blog Post created by Katie Liesmann on Apr 29, 2016

epicomlogo_200.pngIntegration to Slack is a Support Portal for Customers, Vendors, Partners and More

Slack for Sugar creates better experiences for your customers and your employees. Every project member--whether they are a contract worker, vendor, partner or customer--can stay on the same page when it comes to support. By combining an effective group communication tool like Slack with a powerful CRM platform like Sugar, users can create Sugar Cases or Notes from within Slack. At any time, they can request real-time status of their projects. At the end of each day all Slack conversations are automatically stored in Sugar. Settings can be adjusted so each user and channel has different levels of access. And don’t worry, the integration knows to associate each new case or conversation with the right Contact and Account records--so nothing ever slips through the cracks.

 

 

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