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Sugar User Group: Sugar Integration to Vonage

Sugar User Group: Sugar Integration to Vonage

Get more out of Sugar with its integration to Vonage — a rich, easy to use and intuitive interface designed to effortlessly integrate your voice interactions into your key CRM workflows.

In this Sugar User Group, we demoed the following features of Sugar's Integration to Vonage:

-Click to Dial – Call any number directly from Sugar with the click of a mouse.
-Screen Pops - When calls come in, screen pops open to let you know who is calling and its corresponding record in Sugar
-Adding New Records - Create new records in Sugar if the phone number is not associated to any record
-Call Tagging and Note Taking - Call tagging and note taking for all inbound/outbound calls are recorded in your Sugar contact or lead activities.

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W-Systems

March 20, 2018
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Sugar Integration to Vonage March 20, 2018 Sugar User Group
  2. © W-Systems Corp. | www.w-systems.com Chris Moore Vonage chris.moore@ vonage.com

    Joe Hogan W-Systems jhogan@ w-systems.com Katie Liesmann W-Systems katie@ w-systems.com David Sands Vonage david.sands@ vonage.com Presenters
  3. © W-Systems Corp. | www.w-systems.com Agenda • Recap of Last

    User Group Webinar • SugarCRM and W-Systems Announcements • Sugar Resources & Training • Feature Topic – Sugar Integration to Vonage • Q&A
  4. © W-Systems Corp. | www.w-systems.com W-Systems Announcement W-Systems has been

    awarded SugarCRM North American Partner of the Year for 2018. Learn more here.
  5. © W-Systems Corp. | www.w-systems.com Place your screenshot here Last

    User Group Meeting January 2018: The Combined Power of G Suite and SugarCRM Streaming Video Recording Link on our blog (January Archive) – Blog Post: Sugar User Group: The Combined Power of G Suite and SugarCRM – Webinar Archive: Sugar User Group: The Combined Power of G Suite and SugarCRM
  6. © W-Systems Corp. | www.w-systems.com Sugar Releases: Sugar Winter ‘18

    (7.11.1.0) • Available for On-Demand deployments of Sugar • Changes Include: – Fixes to issues identified in previous versions • Release notes: https://www.w-systems.com/products/sugarcr m/releases/sugar-winter-18-7.11.1.0/
  7. © W-Systems Corp. | www.w-systems.com Sugar Releases: SugarCRM Mobile 6.1.0

    SugarCRM Mobile 6.1.0 includes the ability to access records from the Email module (Sugar Winter ‘18 only) and addresses issues identified in previous versions. Release Notes: • SugarCRM Mobile 6.1.0 for iOS and Android • SugarCRM Mobile 6.1.1 for iOS and Android
  8. © W-Systems Corp. | www.w-systems.com Sugar Releases: SugarCRM Mobile SDK

    6.1.0 SugarCRM’s Mobile SDK enables developers to extend the app’s functionality beyond what is possible out of the box, such as adding geolocation and camera access. Version 6.1.0 includes an upgraded version of Cordova for iOS and support for XCode 9.x. Release Notes: • SugarCRM Mobile SDK 6.1.0 • SugarCRM Mobile SDK 6.1.1
  9. © W-Systems Corp. | www.w-systems.com Sugar Releases: MS Outlook Plug-in

    for Sugar 2.4.4 SugarCRM has officially released MS Outlook Plug-in for Sugar 2.4.4, and includes fixes for issues identified in previous versions. • Release Notes: https://www.w-systems.com/products/sugarcr m/releases/ms-outlook-plug-in-for-sugar-2.4.4/
  10. © W-Systems Corp. | www.w-systems.com Sugar Releases: IBM Notes Plug-In

    2.1.9 • Includes support for Sugar Fall ‘17 and Winter ‘18 releases. • Release Notes: w-systems.com/ products/sugarcrm/releases/ sugar-plug-in-for-ibm-notes-2.1.9/
  11. © W-Systems Corp. | www.w-systems.com SugarCon 2018: Las Vegas Early

    Bird Offer October 10th & 11th Las Vegas, Nevada Register here: http://upcurve.cloud/ sugarcon-2018
  12. © W-Systems Corp. | www.w-systems.com SugarCRM Resources • Sugar Resources

    by SugarCRM ⁃ SugarCRM Community: community.sugarcrm.com ⁃ SugarCRM Support Page: support.sugarcrm.com ⁃ Sugar University: university.sugarcrm.com/ ⁃ SugarCRM on YouTube: youtube.com/DiscoverSugarCRM • Sugar Resources by W-Systems ⁃ W-Systems SugarCRM Blog: w-systems.com/blog ⁃ W-Systems on Social Media: Facebook, Twitter, LinkedIn, YouTube) ⁃ W-Systems Resources: w-systems.com/resources
  13. © W-Systems Corp. | www.w-systems.com eBooks & White Papers See

    all of our eBooks and White Papers on one page at: https://www.w-systems.com/white-papers/ Recent eBooks and White Papers include: • Your Sales Lead Process is Half-Baked. Learn a Better Way. • The Dynamic Duo: SugarCRM + Act-On Marketing Automation • Best Practices for CRM User Adoption • 50 Things Your CRM Should Tell You About Your Customers
  14. © W-Systems Corp. | www.w-systems.com Upcoming Training on Sugar University

    Sugar University has gone through a small revamp and now has divided their training into three major sections: • Online Role-Based Learning: https://university.sugarcrm.com/role-based-pathways ⁃ End Users ⁃ Marketing Users ⁃ Managers / Sales Operations ⁃ Administrators ⁃ Developers • Live Training • Sugar Certification Programs Place your screenshot here
  15. © W-Systems Corp. | www.w-systems.com Sugar Integration to Vonage

  16. © W-Systems Corp. | www.w-systems.com Sugar Integration to Vonage Get

    more out of Sugar with its integration to Vonage: — a rich, easy to use and intuitive interface designed to effortlessly integrate your voice interactions into your key CRM workflows.
  17. © W-Systems Corp. | www.w-systems.com Sugar Integration to Vonage: Features

    1. Click to Dial 2. Screen Pops 3. Adding New Records 4. Call Tagging and Note Taking
  18. © W-Systems Corp. | www.w-systems.com Vonage: Click to Dial Call

    any number directly from Sugar with the click of a mouse.
  19. © W-Systems Corp. | www.w-systems.com Vonage: Screen Pops When calls

    come in, a screen pops open to let you know who is calling and allows quick creation of a Call or Note that is linked to the corresponding record in Sugar.
  20. © W-Systems Corp. | www.w-systems.com Vonage: Adding New Records Create

    new Contact or Lead record in Sugar if the phone number is not associated to any current record.
  21. © W-Systems Corp. | www.w-systems.com Vonage: Call Tagging and Note

    Taking Call tagging and Note taking for all inbound/outbound calls are recorded in your Sugar Contact or Lead activities.
  22. © W-Systems Corp. | www.w-systems.com Sugar Integration to Vonage: Availability

    and Pricing Availability • Available and deployed Pricing • Our Sugar Integration Suite is bundled with Vonage Business Communications Suite. • Complete phone & conferencing solution.
  23. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Sugar Integration to Vonage Demo
  24. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  25. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thanks!