Sugar ConnectSugarCRM
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Related Products
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About
The only way to get to that 62% win rate in green is by getting the information into the system. We solve that by pulling the information automatically from your notes every 30 seconds and prompting them for feedback. The difference between that 20% close rate and the 62% close rate in green is your coaching. We fix that through notifications when opportunities enter the pipe, organizing the information into your framework, and making coaching as easy as filling in the blanks. 90% of sales opportunity information lives outside of CRM. Noted gets it into Salesforce by helping reps make updates directly from meeting transcripts, typed, handwritten, and spoken notes. No more late-stage coaching – you are going to start the review when the opportunity enters the pipeline. Noted connects the managers, rep, and CRM to create a feedback loop for coaching, information capture, and review to improve the win rates of every rep.
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About
Sugar Connect brings your most important customer experience activities into the email and calendar apps Sales and Services use every day. Keep your CRM, email, and calendar tools up-to-date without having to ever manually enter data. With Sugar Connect, your G Suite or Office 365 account can connect with your Sugar instance to surface relevant data from Sugar as you interact with prospects and customers in real-time. It’s the easiest way to provide the types of truly personalized experiences that create and retain customers for life. Get contextual information about the customers you’re communicating with directly within your email tool. Stop switching, copying, and pasting between apps—no-touch syncs are automatic and easy. Fine-tune messages with insights provided in real- time based on who, what and when you’re emailing. Gain complete visibility into the health of your accounts, contacts, leads and opportunities directly within G Suite or Office 365.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a platform that facilitates the coaching process by making it easy to interact
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Audience
Companies that want to connect customer conversations to the apps they use the most
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
$9 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationNoted
Founded: 2017
United States
home.notedanalytics.com
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Company InformationSugarCRM
Founded: 2004
United States
www.sugarcrm.com/solutions/connect-email-integration/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Sales Enablement Features
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
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Integrations
ASPHostPortal.com
AuthPoint
Azquo
BNM360
Cherokee
DQ Studio
Datameer
Devart ODBC Drivers
Entity Framework Core
Force24
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Integrations
ASPHostPortal.com
AuthPoint
Azquo
BNM360
Cherokee
DQ Studio
Datameer
Devart ODBC Drivers
Entity Framework Core
Force24
|
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