SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.Zendesk Sell Integrations
SugarCRM + Zendesk SellCreate Product in catalog to Zendesk Sell from New Lead in SugarCRM Read More...
SugarCRM + Zendesk SellUpdate Company in Zendesk Sell when New Lead is created in SugarCRM Read More...
It's easy to connect SugarCRM + Zendesk Sell without coding knowledge. Start creating your own business flow.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Triggers when a deal enters a new stage.
Triggers when a new contact is created.
Triggers when a new deal is created.
Triggers when new lead is created.
Triggers when a new note is created.
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
Triggers when a new task is created.
Triggers when an existing contact is updated.
Triggers when an existing lead is updated.
Triggers when an existing deal is updated.
Create a new case
Creates a company.
Creates a new deal.
creates a new lead.
Creates a note
Creates a person
Creates a product in a catalog
Creates a task
Updates an existing company.
Updates an existing deal.
Updates a lead.
Updates an existing person.
SugarCRM is a customer relationship management software, which is based on open source. It allows users to manage all aspects of business. It includes sales, marketing, support, and finance applications. Its features include lead tracking, contact management, account management, reporting, and analytics tops. It runs on Linux, Windows, and Mac platforms. It was launched in 2004 and is headquartered in Palo Alto, California.
Zendesk Sell is a chatbot that works with Zendesk Chat to make customer service interactions proactive and personalized. The bot can be trained to handle specific customer requests, update sales opportunities, update sales contacts, update customer details, update credit card information, schedule appointments, update webinars, and more. It also integrates with SugarCRM to automate sales tasks.
Integration of SugarCRM and Zendesk Sell will help sales teams to increase sales opportunities, reduce sales cycle time, get accurate sales pipeline metrics, get complete visibility into sales activities across the enterprise, get real-time insights about customer buying behavior, get insights about customers’ complaints, get real-time updates about deals closed by multiple sales reps working on the same deal, get access to deals at any point in time without having to manually check deals in CRM systems or email inboxes, get access to deals within other enterprise applications like marketing automation systems or help desk systems without leaving Zendesk Sell etc.
Benefits of integration of SugarCRM and Zendesk Sell are as fplows-
Sales Opportunity Management. It will allow sales teams to get real-time updates about deals closed by multiple sales reps working on the same deal. It will also help them to get access to deals at any point in time without having to manually check deals in CRM systems or email inboxes. Scheduling Appointments. It will allow sales teams to schedule fplow-up meetings with prospects. They can also schedule appointment reminders for existing customers. Sales Pipeline Metrics. It will allow sales managers to get accurate sales pipeline metrics. Real-Time Insights About Customer Buying Behavior. It will provide insights about customers’ buying behavior which will help them to understand their needs better. Real-Time Updates About Deals Closed By Multiple Sales Reps Working On The Same Deal. It will allow sales teams to track deals in real time without leaving Zendesk Sell. Customer Feedback. It will provide access to customer feedback through an integrated channel. Customer Self-Service. It will help customers to self-service their products when it becomes obspete or has an issue. It will also enable customers to seek assistance for any product they purchased when required. Event Management. It will allow users to trigger actions based on events like new accounts created, existing accounts updated, new accounts cancelled etc. Analytics And Reporting. It will allow businesses to analyze customer data better so that they can develop better products and services for their clients which will in turn increase their revenues.
From the above discussion, it can be concluded that integration of SugarCRM and Zendesk Sell will help enterprise organizations in increasing their revenues significantly by streamlining their sales process and make it more effective by automating some of the repetitive tasks. Moreover, this synergy between the two applications will help businesses in improving their revenue per employee ratio which is a great achievement by any standard.
The process to integrate SugarCRM and Zendesk Sell 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.