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iEnterprise Email Connector let’s you work the way you do by integrating your inbox, calendar tasks and contacts with your CRM.

Connector for SugarCRM and Outlook

 

The Connector for Outlook and SugarCRM Integrates SugarCRM and Outlook to allow you to use SugarCRM  without leaving your inbox or calendar.   These Connectors use new native Add-In technology and are built into Outlook. They run directly in the Microsoft cloud and there is nothing to install on the local PC.  Our connectors work in any browser on Windows, Mac and they are the only connectors that work on mobile for both iOS and Android.

The Email Connector developed by iEnterprises is an easy to use tool that allows you to instantly see details about your customers and prospects from your inbox and save messages in your CRM with a single click!  With the Outlook Connector you can allow your staff to focus on the job and not the administration, so your workforce can be at its most productive! Your emails can be organized and associated with Contacts, Leads or any CRM object giving you all the information you need at the click of a button – no more copy and paste!

Compatibility/Requirements:
Outlook, Sugar CRM – All Editions

Features and Functions:

Email Integration

  • Provides a 360-degree view of CRM information from your Outlook inbox
  • File a message in SugarCRM  from Outlook
  • Attach emails to a contact or lead in SugarCRM
  • Open, create and edit the relevant SugarCRM  contact, lead, opportunity or other (custom) object without leaving the Outlook interface
  • Reply or Compose messages using email templates from SugarCRM
  • Optionally automatically copy emails and attachments to SugarCRM
  • Create rules for which emails get automatically synchronized
  • View and dial numbers using phone details from SugarCRM .com from your mobile
  • View social media profiles for related contacts

Calendar Integration

  • Provides a 360-degree view of CRM information from your Calendar
  • File a calendar item in Microsoft Dynamics 365 from Outlook
  • Create and edit  accounts, contacts and leads and more directly from your calendar
  • Open, create and edit the relevant SugarCRM .com contact, lead, opportunity or other (custom) object without leaving the Outlook interface
  • View and dial numbers using phone details from SugarCRM  on your mobile
  • Automatically synchronize calendar items from Outlook to and from SugarCRM
  • Automatically links calendar items with CRM Contacts or Leads

Return on Investment

  • Maximize your Sugar and Google Suite Investments
  • Increase productivity and corporate knowledge
  • Focus on the job, not administration
  • Convenient SaaS subscription model

Here is what is different/better about the connector versus other solutions

  • Native Outlook add-in .
  • EVERYTHING  Works on Mobile – Virtually all features and functions work inside of the Outlook App on iOS and Android.
  • Works in ANY browser
  • We charge ONLY for the users that need our connector NOT everyone using Sugar CRM, unlike other vendors.
  • NOTHING to install locally – Instead it installs inside of Outlook on the Google.
  • Can be Remotely Deployed – The connector can be installed for your whole organization with a single click.
  • Includes Social Insights – See relevant information from social media including LinkedIn, Twitter and Facebook inside of Outlook
  • Create leads from social media at no additional cost.
  • Email Templates – Create new messages and responses using email templates directly inside of Outlook
  • No need to leave Outlook – Almost any CRM feature is available without leaving Outlook
  • INCLUDED with iCRM – If you are a user of our own iCRM solution then the integration is included.
  • Does much more and costs less than the premium offerings from SugarCRM and others.

 

Connector Pricing

 

Please fill out the form below to get more information. We look forward to speaking with you!


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Customers

Oracle Oracle is an iEnterprise customer and provides iEnterprise Mobile to it’s life sciences customers as part of a white label agreement. GK Group GK Group uses iEnterprises technology for it’s team of more than
600 field service representatives.
Waltdisney Walt Disney uses iEnterprises Outlook Connector to integrate their email with Salesforce.com. Equifax Equifax uses iEnterprises Gmail Connector to integrate their email with Salesforce.com. Hyatt Hyatt uses iEnterprises Outlook Connector to integrate their email with Salesforce.com. Iron Mountain Iron Mountain uses iEnterprises Gmail Connector to integrate their email with Salesforce.com. NotreDame University of Notre Dame uses iEnterprises Gmail Connector to integrate their email with Microsoft Dynamics 365.