SugarCRM

SugarCRM is a platform focused on removing the complexity and tedium of conventional CRM systems to deliver a seamless user experience. It achieves this through the combination of a user-friendly interface, no-code workflow automation, rich customizability and a vast ecosystem of integrations. SugarCRM also uses in-built AI to simplify the user experience in areas like data entry while augmenting it in areas such as forecasting and analytics.

SurveySparrow’s integration with SugarCRM allows GTM and customer focused teams to automate rote tasks like data entry and contact management. Users get to combine their CRM data and survey data to understand customers better and personalize their interactions. Now, they are prepped and ready to deliver an amazing customer experience and drive revenue.

SurveySparrow and SugarCRM integration: Key features

Deploy surveys with event-based triggers

Collect relevant feedback across the customer journey at the right time, without any manual effort. Users can define events based on 8 modules: Account, Contact, Opportunities, Leads, Cases, Call Logs, Meetings and Tasks. Then, they can set triggers to launch surveys whenever an event occurs.

Map survey responses into SugarCRM fields

Convert survey responses into leads, enriched with the right information. Or enrich a customer’s profile with additional data to personalize future engagement. Whenever a respondent completes a survey, the responses get mapped into SugarCRM fields. Add custom fields to capture more details from your survey.

Import contacts from SugarCRM into SurveySparrow

Keep your entire contact database updated on SurveySparrow without any manual effort. Set up contact imports on a preferred cadence. Perfect for when you want to target segmented lists with custom survey campaigns.

SugarCRM products

• Sugar Sell: Focus only on selling and closing deals, with a powerful sales CRM that automates rote tasks, creates comprehensive reports and provides vital insights.
• sales-i: The AI-powered revenue intelligence platform that analyzes your CRM and ERP data to provide a holistic view of revenue cycles, opportunities and risks.
• Sugar Market: Collect leads and accelerate sales cycles with personalized content and targeted campaigns, all made effortless with a marketing automation platform.
• Sugar Serve: Empower your support agents to deliver a consistent customer experience across channels with automation, workflows and real-time insights.

Key features of SugarCRM:

• Easy workflow automation and automated data capture
• Custom forms, fields and role-based dashboards
• Predictive insights and forecasting
• A wide range of integrations, connectors and add-ons

SugarCRM Integrations:

• Mailchimp
• Docusign
• Zendesk