Align sales data from Outreach with your Sugar Sell platform
The Outreach-Sugar Integration by BrainSell is designed to seamlessly bake all the sales engagement data gathered through Outreach into your Sugar Sell instance. Whether you are an inbound or outbound sales rep, business development rep, or customer service rep, you can ensure all the hard engagement you generate with leads and customers is being accurately updated in Sugar Sell.
By automating the data sync process between systems, the integration ensures that the insights and new efficiencies gained from Outreach are easily accessible in Sugar Sell — while removing any risks of valuable information being lost via the manual importing and exporting of data. This ultimately leads to better visibility into new or existing opportunities, better lead prioritization and routing, as well as detailed reporting on how your teams are driving results.
Key Features
Seamless, Real-Time Data Synchronization The Outreach-Sugar Integration syncs all your sales engagement data between the two platforms. This enables companies to keep SugarCRM up to date while positioning reps to continue engaging prospects appropriately within Outreach.
Reduce Complexity By allowing users to create, update, and convert leads inside of Outreach, you ensure that no data is slipping through the cracks due to human error. Removing the complexity of manual data migration lets reps focus on selling while guaranteeing data is always up to date.
All Your Data, Right Where You Need It Having accurate data continuously synced between Outreach and SugarCRM leads to a better understanding of buyer expectations, as well as a clear understanding of their path to purchase. This positions reps to offer consistently genuine and personalized customer experiences with the right sales sequences.
How it Works
Using the Outreach-Sugar Integration, users are able to conveniently sync data from the Leads, Contacts, Opportunities, and Accounts modules, plus related activities. By setting filters, each user can select which modules and fields to sync.
The SugarCRM administrator selects which modules and fields will sync, along with the sync direction:
Each user configures any filters. Here's an example of both AND and OR filters in the Leads module:
Get Started Today
If you want the great benefits of Outreach, while also keeping all your customer information readily available in Sugar Sell, this integration is just what you need.