demo for collabspot gmail integration for sugarcrm
DESCRIPTION
In this webcast Epicom demo's Collabspot's Gmail Integration for SugarCRM. We will cover the basics and explain the benefits of Collabspot's Integration.TRANSCRIPT
Collabspot Gmail Integration for SugarCRM
June 20th, 2013
About Epicom
- Off-site backup- HIPAA and PCI compliant
- Requirements gathering, documentation, and design- Data Migration & Mapping
Agenda
• News and Announcements
• Collabspot Gmail Integration– Simplify data entry– Increase CRM adoption– Increase productivity
• Demo Collabspot
• Q & A
News & Announcements
• SugarCRM User Group:– July 16th @ 11:30 AM (CST)
Topic: Clean up your SugarCRM system with duplicate checks, better merging, and ActivePrime.
About Collabspot
• Bring SugarCRM to your Inbox– Create and assign leads,
contacts, tasks and opportunities in Gmail
– Archive emails in Gmail to Sugar
– Sync your Gmail calendar and contacts with Sugar
– View Sugar activities, opportunities, and contact information in Gmail
Why It Is Helpful
• Simplify Data Entry– Instantly view Sugar
information
• Increase CRM Adoption– Increased team engagement
• Increase Productivity– Prevents lost or neglected
leads
Demo Of Collabspot
Collabspot Roadmap
• Display custom SugarCRM modules and fields in Gmail
• Customization package available through Epicom and sold with annual licenses of Collabspot
