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.
#4411 - New opportunity for sugarChimp
Hi, We ara a sugarCRM partner. We have some customers that are currently user sugarChimp to integrate sugarCRM and Mailchimp.
Now we have a new sugarCRM customer of ours that is going to use sugarChimp. This customer wants us to purchase sugarchimp on their behalf.
Can you tell me what is the way to proceed to the purchase?
Thanks
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4 years ago
Happy to help. You can absolutely complete the purchase on behalf of your customer. To do that, you'll want to make the purchase with your affiliate tag, which you can find within your SugarOutfitters account.
During the purchase process, you'll see a pop-up that looks like this: https://d.pr/i/zGH5v8. While these are the best guidelines for simplifying client purchases, we understand that some customers prefer to be completely removed from the purchase process. As long as your business can stay on top of your various purchased add-ons (billing, subscription renewals, license keys, etc.), it is fine to manage purchases on behalf of your clients as you see fit.
If you have any questions about purchases or billing on SugarOutfitters, you can reach out to Jessica Biondo. Her email is jessica@sugaroutfitters.com. Alternatively, you can also click the chat icon in the bottom right corner: https://d.pr/i/L5om8e.
Please let me know if you have any further questions!
Best, Heidi