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2017

Fanatically Zen. Superpower Machine.

Sometimes the best solutions are the simplest. We superheros forget at times that all we need to do is give more visibility to all the good data that is happening in the world. That's where Fanatically Zen comes in. By taking the best CRM (SugarCRM, naturally) and integrating it with the best helpdesk (Zendesk, of course) you give others the power to also become superheros.

 

  • Improve visibility for your sales team
  • Improve visibility for your support team
  • Better Data. Better Results.

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeFanatically Zen

Looking for your next game changing, timesaving, efficiency machine? Look no further for the next tool to add to your already super-cool utility belt, Zipwhip.  

Zipwhip enables businesses to two-way text with their customers. The twist? Landline, VoIP and Toll free numbers are used with Zipwhip apps. Yes! It's possible to text using your landline, VoIP, and toll free numbers. You can turn on existing published phone numbers for two-way, real-time, conversational texting with your customers.  

 

We built a Sugar integration that allows text-data-sync into Sugar. Zipwhip for Sugar CRM brings all of your Zipwhip conversations into a single source, allowing users to maintain a complete view of all customer interactions. Zipwhip apps are easy to use and can be used to set up next steps with customer (meetings, phone calls, action items). Why should Zipwhip go on your utility belt? Forbes described Zipwhip as "“slightly less sexy, but arguably more impactful”. Impactful tools are the only tools to add to your utility belt!

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

Analytic Reporting by IT Sapiens offers you the kind of business intelligence that gives insights throughout your organization and allows to make the best decisions! 

The ease of use will allow you to save time and focus on the important things – doing good business.
Interactive charts will give you a wide overview right from your dashboard allowing you to drill down into data and see the details that matter.

  • Merge multiple reports into one Excel or PDF, create professional looking layouts and schedule them as email attachments
  • Analyze your business trends over the time by comparing sales results by the end of each month using snapshot reports (using historical data from the change log)
  • Track the time spent on each Sales Stage to identify and improve the steps needed for closing important deals
  • Add data ranges to your reports and calculate your own functions to set deadlines or sales targets.

       

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchange: Analytic Reporting Tool for Sugar 

StarfishETLStarfish ETL - The Super Hero of Data Migrations and Integrations

A starfish is a resilient animal. Its brain and intelligence are distributed through each of its arms. This is reflected in StarfishETL’s ability to connect to multiple products at the same time, using its intelligence to make your systems work together.


StarfishETL is a powerful tool for integrating ERP, marketing automation, social media, email, and even obscure systems with your CRM. Its framework supports projects of every size and complexity with Cloud, on-premises, and hybrid capabilities — and it continues to expand with every new release. We believe anyone can migrate or integrate if given the proper tools and support. With our passion for simplicity, DIY capacity, and global support network, we encourage businesses to empower themselves through data.

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeStarfishETL for Integration 

 

Yathit Logo

Specifically designed to be fast, smart, and accurate, Yathit helps salespersons get things done on the go and makes their daily lives much easier.

 

Yathit caters to your needs, gives you accurate information on demand, and enables you to create or update records quickly and with ease. The single-click UI brings speed and simplicity into your work, while the Gmail and Sugar integration allows you to do even more with Sugar than before.

Some of the most important features of Yathit are:

 

  • Auto-View – allows users to see the summary of the sender’s records as soon as they open an email
  • Archive Email  can be used to quickly archive both sent and received emails
  • Template – allows the use of Sugar templates inside Gmail, and
  • Quick Create Record – enables users to quickly create and edit data in any field in Sugar from Gmail.

 

Get more from Gmail and Sugar with Yathit.

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeYathit 

 

Logic Builder. Superpower Your Automation!

Everybody loves automation! It allows us to save time and makes our life easier by letting the machine deal with all of the boring routine tasks and giving us the opportunity to focus on what really matters. Unfortunately, custom automation is time-consuming to implement and expensive to maintain… Unless you use Logic Builder, that is!

With Logic Builder you can bring all of your most creative Sugar automation ideas to life by using a visual programming language, which allows you to build flexible “If This then That” logic out of connectable blocks without writing even a line of code. The expressive power, provided by Logic Builder, can be used for great effect in tandem with Sugar Advanced Workflow to extend your business processes with complex calculations, calls to external web services and much more.

Wear the ultimate utility belt and become an automation superhero with Logic Builder!

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeLogic Builder

RT Docusign logo    By integrating DocuSign and Sugar, RT DocuSign empowers CRM users to close business deals faster and in a more effective way. With this simple yet powerful integration, users can send and receive documents for signatures from within Sugar.

With RT DocuSign users can upload and send multiple PDF documents to their Sugar Accounts, Contacts, Leads, and Opportunities. This takes away the need of sending documents physically to the customers which saves a lot of time and effort of the sales reps as they can easily take electronic signatures from the customers. Moreover users can remain updated about the status of documents with the help of real-time updates inside Sugar. RT Docusign can also be configured to maintain the privacy of the users. It offers ‘Global’ and ‘User’ options by which either one global DocuSign account can be used for all Sugar users or all users can use their individual accounts.

 

Integrating Sugar Mobile for Android with the MobileIron EMM SDK

Enterprise Mobility Management (EMM) allows IT organizations to manage and secure company data on mobile devices. There are several EMM solutions including Blackberry Dynamics, Airwatch, MobileIron and IBM MaaS360. 

In order to integrate a mobile app with an EMM solution, the EMM vendor publishes an SDK (Software Development Kit). Without such an SDK, it is impossible to integrate the EMM solution with a mobile app.

 

OR IS IT???

 

MobileIron does not have an Android SDK for its EMM solution. At the App Throwdown, Appdome's Professor Fusion will do the impossible; Integrate Sugar Mobile for Android with the MobileIron SDK. 

Vote for us now and see Profession Fusion:

  • Perform integration magic 
  • Show how Appdome for SugarCRM is the ultimate Utility Belt
  • Use Teleportation to give every Sugar Superhero secure access to their CRM data from any device

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchange: Appdome for Sugar 

Extend the power of SugarCRM with Amazon Alexa and 3CLogic CTI!

While popular opinion might suggest the future of client engagements rest in digital channels (email, SMS, chat) and asynchronous forms of communication, the fact remains that voice-enable options still lead the way if the ultimate goal is to move a lead through the sales cycle or satisfy a complex service inquiry…..by quite bit.

Not a believer?

  • 50% of Google searches will be voice-activated by 2020
  • Amazon TV’s newest remote control is Voice-activated (your car is close behind)
  • Despite the emergence of other channels, voice retains the highest response and resolution rate at 87% 

 

Introducing 3CLogic’s voice enabled Insides Sales solution leveraging SugarCRM but enabled via Amazon Alexa using 3CLogic’s CTI and Call Center platform. It’s a simpler way to provide customized customer engagements while extending the size of your sales or customer support teams. Now that’s a superpower!

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchange3CLogic

RT SugarBox Logo     RT SugarBox makes Sugar and Box talk to each other like never before. This app enables CRM users to access, share and manage Box documents right from their Sugar. The instant access of any type of document ensures that CRM users have up-to-date resources at their fingertips.

With RT SugarBox, users can experience Box in-built content tools such as tag, upload, search, and share, within Sugar. This empowers them to stay on top of their content as it notifies them about the status of content and also enables them to store and share PDFs generated from Sugar in Box.

Moreover teams can easily collaborate on shared documents which guarantees increased user productivity and efficiency.

If you’re looking for an in-depth synchronization between Box and Sugar, then RT SugarBox is a must-have for your business!

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeRT SugarBox

RT CXM logoRT CXM is a seamless integration between your WordPress website and Sugar, allowing you to leverage valuable visitor profile information to proactively interact with real time traffic on your website from within the Sugar interface.

 

As soon as a visitor lands on your webpage, RT CXM starts tracking all the visit metrics and provides insights into the visitor behavior on your Sugar dashboard. Your support team can use these to instantly start real time chats.  Your salespeople can propose the visitor with an irresistible offer from the chat box knowing their level of interest in your products and services.

An extremely valuable feature of the plugin is that as soon as visitor converts on the website, RT CXM pulls all the social information of the lead including their interests and recent activities from various social media platforms allowing your salesperson to have access to all the information before they engage with the client in a meaningful and productive sales conversation. 

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeRT CXM

RT SalesMap logo    By bridging the gap between Sugar and Google Maps, RT SalesMap helps users track and locate their records on Google Maps within Sugar.

The visual representation of Sugar Accounts, Leads, and Contacts enables sales team to situate multiple prospects on Google Maps. It also plans route for the sales team as it integrates GPS to find the best possible route to reach the destination. This enhances the overall performance of the sales team, making them more productive and efficient to deal with the customers.

With RT SalesMap users can customize search as per their needs to get the best matching results on the map. Also, the ability to store customized search enables Sugar users to keep track of their search activity. Instead of searching through the database, users can save a lot of their time and effort by visualizing their records on a map inside their Sugar, all with RT SalesMap.

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeRT Sales Map

If staff turnover is kryptonite to your sales and business development, TrustSphere’s Relationship Analytics for Sugar is just the secret weapon you need to save customer relationships! 

Even when sales reps leave suddenly, TrustSphere’s Transition Report immediately addresses potential turbulence in your customers’ journeys. By visualizing and qualifying the entire customer relationship network of a departing employee, TrustSphere’s Relationship Analytics enable Sugar users to easily see their most important relationships in key accounts.

With this organizational X-Ray vision, managers can understand which relationships must be transitioned to a new reps and rank those interactions. A new rep can also see who else in the organization is in contact with specific customers; those who can provide relationship context or facilitate a warm introduction to existing customers or prospects. Relationship Analytics for Sugar can avert catastrophe on sales and business development, by putting the power of organizational collective relationship networks in the hands of those who need it, when it really matters.

Help put us on main stage at SugarCon 2017!!

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To learn more about our app, visit our listing on SugarExchangeRelationship Analytics

TimeLine Viewer Saves Your Time for Business and Rest

Time is money. We cannot buy, rent or steal time, but TimeLine Viewer enables an X-ray Vision and helps Sugar users significantly reduce time on mining modules, reports, records and subpanels.

Out-of-the-box TimeLine Viewer collects dozens all-important events and makes them available at the end of your fingertips through special TimeLine dashboards and a record view:

  • Look through all-important events instantly in a chronological order
  • Read details of emails, calls, tasks, etc. directly from events stream
  • Collaborate with colleagues in a click
  • Filter events stream for convenience and efficiency

You can adjust TimeLine Viewer to your unique style and needs:

  • Set up your own events, tailored for your business
  • Use the most illustrative icons
  • Configure the most informative messages

Select TimeLine Viewer X-ray Vision and become a CRM Superhero.

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeTimeLine Viewer

RT QuickBooks  RT QuickBooks is all about relishing the power of QuickBooks accounting in Sugar. 

From generating invoice to managing payrolls, RT QuickBooks simplifies all your accounting and management needs. RT QuickBooks allows CRM users to obtain a unified view of their QuickBooks customers in Sugar. With its sync on-demand feature, it empowers users to sync a record immediately to either QuickBooks or Sugar. Moreover, users can also track their sync history with its integrated logs, helping them to keep a record of their activity. By keeping both platforms updated, RT QuickBooks allows different departments to access real-time customer data. Moreover boosting productivity by eliminating the need for repetitive data entry and manual sync. If your company values productivity over punching a clock, then RT QuickBooks is made for you!

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeRT QuickBooks

Act-On’s seamless integration to SugarCRM delivers more highly qualified, sales-ready leads to the sales team.

Using Act-On’s native, out-of-the-box integration, you can set up automatic, bi-directional synchronization between Sugar and Act-On – easily, and in minutes. With Act-On, you can attract, capture, and nurture prospects, then convert leads directly into Sugar. Sales accesses Sugar to get real-time information, including prioritized leads and activity history.

 

Complete contact activity histories give your sales team detailed information about a contact’s online and offline activity. This helps sales reps understand the prospect’s interests and pain points for more productive sales calls.

 

Leverage Act-On lead scoring to identify and prioritize sales-ready leads based on points scored for demographic and firmographic data, and behavioral touch points including email, website, event attendance, and form submissions. Your sales team will know who prospects are, what they care about – and what to say – during the sales call.

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeAct-On Marketing Automation SugarCRM, Inc. 

Mike Vetter

Insights for SugarCRM

Posted by Mike Vetter Aug 14, 2017

Extending business intelligence to your business!

If you are like us, you may need more insight from your CRM. How can you save the world (or at least make your lives and the lives of your customer easier) without understandable and actionable business intelligence? Insights for Sugar helps give meaning to your data, seamlessly – right in the context of your Sugar CRM. Dashboards give strategic insight and drill-downs give you the detail to discover the meaning behind the data so you can do the great business you already do, better.  Insights for Sugar has the flexibility to include built-in and custom fields and modules, no limits on the number of reports you can build or run, and the ability to embed your reports into your Sugar dashboards and intelligence panes. Now you too can have the power to see through walls to deliver insight and value and answer questions before they are even asked!

Help put us on main stage at SugarCon 2017!!

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    RT GSync takes your CRM experience to the next level by integrating Google Services with Sugar. By offering a two-way sync between Gmail and Sugar, RT GSync empowers CRM users to manage their Google emails (Gmail) in a simpler and effective way.

This award winning integration has the functionality of automatically archiving all the incoming and outgoing emails with the associated Sugar records. As a result, CRM users have access to communication history of a particular customer at their fingertips which leads to an enhanced customer engagement.

With this extension, users can also manage their Google Contacts and Google Calendar in Sugar. This helps them stay on top of their customer relationships as they can easily synchronize Emails, Contacts and Calendar information between their Gmail and Sugar.

If you’re looking for in-depth synchronization between Google Services and Sugar, then RT GSync is made just for you.

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchangeRT GSync 

    By offering a seamless integration between Twilio’s Telephony and SugarCRM, RT Telephony makes it easy to establish a secure connection with the customers. This plugin enables CRM users to make inbound and outbound calls from SugarCRM with a single click. It also provides real-time access to customers’ information to deal efficiently with them.

RT Telephony offers Interactive Voice Response (IVR) systems to help CRM users respond to their customers in a better and effective way. On the basis of agent’s availability, it allows CRM users forward the call in the right direction. Also, it allows CRM users to schedule SMS through SugarCRM for textual conversation with the customers.

Its features, such as pop-up call notification, auto call distribution, complete call recording and phone directory support, makes communication effective and quicker with the customers. This results in better customer experience as CRM users can engage productively with the customers.

 

 

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchange: Sugar and Telephony Integration- RT Telephony 

Make Sugar the Collaboration platform it should be!

Collabspot is a sales communication platform that compliments CRM’s like Sugar, and allows teams to effortlessly input data into their CRM that is essential for collaboration, reporting, forecasting, and coaching. By seamlessly connecting Sugar with Gmail and Office 365, Collabspot allows users to sync emails to Sugar and add contacts with a single click. Users can also automatically sync calendar data to between their Gmail or Office 365 calendars and easily edit or add any Sugar record.

 

Organizations with this critical communication data in their CRM can truly use Sugar as the a single source of truth and collaboration that it is intended to be. 


Collabspot's key features include:

  • One click email syncing
  • Automatic calendar & contact sync
  • Create and edit any record from within Gmail or Office 365

 

Help put us on main stage at SugarCon 2017!!

Vote for us to win "Crowd Pleaser" by clicking the "Like" at the top of the page!

To learn more about our app, visit our listing on SugarExchange: Collabspot for Gmail Sugar