Integrate Microsoft Exchange with SugarCRM

Microsoft Exchange is a proprietary application that enables users to send, receive, and organize e-mail messages. It allows users to share calendars, make appointments, assign tasks, and create distribution lists of individuals with whom they regularly communicate. Microsoft Exchange offers several advantages over competing e-mail systems including the ability to be used on multiple platforms.

SugarCRM is a commercial open source customer relationship management (CRM. software package. SugarCRM is available as a free download for non-commercial use as well as a paid enterprise version. SugarCRM may be used to track leads, contacts, accounts, opportunities, tasks, events, knowledge base articles, and custom attributes.

In this section, we shall discuss how Microsoft Exchange and SugarCRM can be integrated with each other.

Integration of Microsoft Exchange and SugarCRM

Figure 1 shows how Microsoft Exchange and SugarCRM can be integrated with each other to achieve business benefits.

Figure 1. Integration of Microsoft Exchange and SugarCRM

Benefits of Integration of Microsoft Exchange and SugarCRM

The integration of Microsoft Exchange and SugarCRM enables the fplowing benefits:

Efficient communication across teams. The integration of Microsoft Exchange and SugarCRM enables the efficient communication across the different teams by allowing them to share e-mails and tasks.

The integration of Microsoft Exchange and SugarCRM enables the efficient communication across the different teams by allowing them to share e-mails and tasks. Automated workflow between teams. The integration of Microsoft Exchange and SugarCRM enables automated workflow between the different teams because the system will automatically exchange documents if someone changes them in either Microsoft Exchange or SugarCRM. This automation reduces manual efforts as well as errors as there is no need to manually update information as it is done automatically.

The integration of Microsoft Exchange and SugarCRM enables automated workflow between the different teams because the system will automatically exchange documents if someone changes them in either Microsoft Exchange or SugarCRM. This automation reduces manual efforts as well as errors as there is no need to manually update information as it is done automatically. Improved customer service. The integration of Microsoft Exchange and SugarCRM can improve customer service as customers can share notes and be notified whenever something happens with any of their interactions. For example, an agent can take notes about a customer’s interaction and later share those notes with other people such as sales people or support engineers. Similarly, customers can also share their thoughts on issues they are facing at any time during their interactions with the company by adding notes to the issue record and other people can respond to those notes and work together to respve issues.

In this article we discussed how Microsoft Exchange and SugarCRM can be integrated with each other to achieve business benefits. We also discussed how the integration of these two systems can improve business efficiency through automation, reduce manual efforts, improve customer service, etc.

The process to integrate Microsoft Exchange and SugarCRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.