The integration offers enhanced experience while embedding communications onto CRM software without losing features of the individual products. Key features of integrating contact center with Sugar include:
Click-to-dial: Place a call by clicking on any contact within Sugar record improving efficiency.
Easy call management: Make, take and transfer calls without toggling between the windows.
Personalized customer experience: Window pop-ups with single match caller details to understand the purpose of the call before even connecting.
Auto logging: Call and chat logs after every interaction added to the Sugar record.
Integrated search: One tab to search Accounts, Contacts, and Leads, Opportunities, and Cases.
Features and Benefits
One place to search across Accounts, Contacts, and Leads using either Name, Email or Phone NumberView All Features
Quickly place a call by clicking on any contact within Sugar CRM recordView All Features
Click-to-dialQuickly place a call by clicking on any contact within Sugar CRM record
Easy Call ManagementMake, take and transfer calls without toggling between multiple windows
Personalized Customer ExperienceWindow pop-ups with single match caller details to understand the intent of the call before even connecting
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