CleverReach® offers you a powerful Email Marketing Software which enables you to create your professional emails online, safely dispatch them and measure their success.

With the CleverReach® Integration for the SugarCRM products, we give marketing professionals the ability to synchronize information between CleverReach® and Sugar. This also provides sales and service staff with important information about marketing activities of their contacts and leads.

Highlights:

  • Synchronize target lists
  • Update contact information (e.g. change of e-mail address, last name, etc.)
  • Map fields between Sugar and CleverReach®
  • Support of the CleverReach® flat rate option
  • see the CleverReach® campaign statistics also in Sugar (and much more)
  • History and statistics for each individual contact and lead
  • Synchronize opt-outs and bounces

Features and Benefits

Target Lists Synchronization

Recipients can be exported from a Sugar Target List to a CleverReach Group. In the same way, you can also import and synchronize Groups from CleverReach into Sugar. Additionally, the flat rate plan is supported, where only one group from CleverReach is synchronized at a time and all segmentations are transferred as tags.

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Update contact information

With the CleverReach® integration for Sugar, the data of recipients (contacts & leads) is synchronized: * Fields like salutation, first name, last name and custom-fields * Newsletter and form registrations * Opt-outs and bounces * Changes of the e-mail addresses

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Fields Mapping

With the field mapping editor, Sugar and CleverReach® fields can be mapped. This way, information such as salutation, academic title, first and last name, or fields such as customer number or address fields are transferred from the Sugar to CleverReach®.

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See campaign statistics in Sugar

The CleverReach® campaigns are imported with the integration and from this moment on, they are synchronized and made available in Sugar along with advanced reporting options. All important campaign statistics as well as the email template used are displayed in Sugar (also on the recipient level). The clicked links per campaign are also displayed directly in Sugar and can be analyzed with the reports module.

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DETAILS
Application Integration & Management
Marketing
Data & Analytics
Version Compatibility

Target Lists Synchronization

Recipients can be exported from a Sugar Target List to a CleverReach Group. In the same way, you can also import and synchronize Groups from CleverReach into Sugar. Additionally, the flat rate plan is supported, where only one group from CleverReach is synchronized at a time and all segmentations are transferred as tags.

Update contact information

With the CleverReach® integration for Sugar, the data of recipients (contacts & leads) is synchronized: * Fields like salutation, first name, last name and custom-fields * Newsletter and form registrations * Opt-outs and bounces * Changes of the e-mail addresses

Fields Mapping

With the field mapping editor, Sugar and CleverReach® fields can be mapped. This way, information such as salutation, academic title, first and last name, or fields such as customer number or address fields are transferred from the Sugar to CleverReach®.

See campaign statistics in Sugar

The CleverReach® campaigns are imported with the integration and from this moment on, they are synchronized and made available in Sugar along with advanced reporting options. All important campaign statistics as well as the email template used are displayed in Sugar (also on the recipient level). The clicked links per campaign are also displayed directly in Sugar and can be analyzed with the reports module.

Statistics for each individual contact

Statistics-Dashlet for Sugar shows the open, click and conversion rate of a contact directly in Sugar. In the "Campaign Log" in the Contacts or Leads modules you can also see the history about the campaign (e-mail opened or where the recipient clicked a link etc.).

Synchronisation & OAuth

We support the latest REST-v3 interface from CleverReach® and OAuth. By using the latest CleverReach® API, the data (contact lists, recipient information) are sent in real-time from Sugar to CleverReach®. To ensure that the campaign information is always up-to-date, there is a scheduled synchronization.

Easy installation and configuration

The integration can be installed via Sugar Module Loader. The administration panel allows you to configure the integration quickly and easily. Documentation on how to install and use the integration is also provided.

Compatibility

The CleverReach® integration is released for Sugar Sell, Sugar Serve, Sugar Professional and Sugar Enterprise hosted in the SugarCloud (directly at SugarCRM). Please contact MyCRM to learn more about support for on-premise installations of Sugar.

Support

Phone Support: +49 71150887827 0
Support Email: support@mycrm.de
Support Knowledge Base: https://mycrm.de/

Terms & Conditions

Terms of Service: https://mycrm.de/impressum/
Privacy Policy: https://mycrm.de/datenschutz/

Resources

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