Sugar Connect

Sugar Connect

SugarCRM
+
+

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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a platform that facilitates the coaching process by making it easy to interact

Audience

Companies that want to connect customer conversations to the apps they use the most

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$9 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Noted
Founded: 2017
United States
home.notedanalytics.com

Company Information

SugarCRM
Founded: 2004
United States
www.sugarcrm.com/solutions/connect-email-integration/

Alternatives

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Categories

Categories

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

Integrations

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Integrations

ASPHostPortal.com
AuthPoint
Azquo
BNM360
Cherokee
DQ Studio
Datameer
Devart ODBC Drivers
Entity Framework Core
Force24
Hyland RPA
Liana Cloud PR & Media
LianaCommerce
Lyftrondata
Progress DataDirect
Salesforce
Truto
TxContact
Xero
Zuar Runner
Claim Noted and update features and information
Claim Noted and update features and information
Claim Sugar Connect and update features and information
Claim Sugar Connect and update features and information