SugarCRM is a CRM solution which allows you to manage your sales cycle and pipeline. By integrating SugarCRM you can visualise and measure the performance of your sales efforts.
How to connect
In Quantive Results navigate to Settings > Data Sources screen.
Click on the Select data source.
Select SugarCRM in Sales tab.
Provide your SugarCRM instance URL, username and password.
Define permissions, who will be able to administrate the connection.
Select the item you need, give it a meaningful name and choose synchronisation frequency.
Define permissions who will be able to see and use the information coming from this source.
What data from SugarCRM can you use
Quantive Results can sync all SugarCRM entities. At the moment when you install the SugarCRM connector as per above instructions we will automatically map and sync the following entities:
Accounts
Teams
Users
Campaigns
Contacts
Leads
Opportunities
Activities
Calls
Meetings
Tasks
Currencies
All done. Have fun implementing your Sugar CRM data in Quantive Results and if you are facing any difficuties our technical support team is always here to assist :)