Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.
#2010 - No Direct menu entry shown after installation
Hi, I have installed the sugarChimp and purchased licence. The sugarChimp is accessible only from Admin panel. However, when a regular emplyee logs into crm , there is no menu entry anywhere ( not under sales, markerting , support..or anything at all ). However, the employee can access the sugarchimp directly by going to URL like this : http://aa.bbb.cc/index.php?module=SugarChimp&action=health_status
So how to make sure there is a menu entry for a regular user to know there is a MailChimp integraiton in place. Currently, if you dont know the URL , you do not know there is a mailchimp integration that we paid for !
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8 years ago
Hey,
Thanks for trying us out! SugarChimp is meant to work completely behind the scenes. We add dashlets to display MailChimp data directly into each of the views that your employees are already using. The typical use case for SugarChimp is that an admin Sugar user is the one who installs and sets up the integration. This includes choosing how the syncing works, what lists are syncing, etc. The Sales and Marketing teams will look at the dashlets that you have setup inside of Sugar. They will be able to get all of the MailChimp data they need from within their original workflow.
I'd be happy to discuss this more. Let me know if you have any further questions regarding the integration and how to get your team 'using' it and getting everything that you're paying for! Thanks.
8 years ago
Hey,
I wanted to follow up with you to make sure you were able to get everything you needed. Let me know if you have any more questions about the integration!
Thanks.
8 years ago
I'm going to close this case out. You are welcome to start a new case at anytime! Thanks.