Have customer information data at your fingertips on every call. With RingCentral for Sugar by Faye, incoming calls are automatically matched with existing customer information displaying relevant details instantly. Bring the convenience and flexibility of RingCentral’s cloud-based phone system directly into your SugarCRM platform, enhancing productivity while providing valuable new tools for your team.
Get the Most From Every Call
Click-to-dial functionality makes it simple to instantly call any number from Sugar. Incoming calls are automatically matched with existing records, displaying relevant details instantly. In addition to automatic record matching, RingCentral Integration for Sugar also allows you to take things a step further by reporting on your own and/or team's calls using Sugar reporting.
How It Works
Need to make a call? Click-to-dial functionality makes it simple to instantly call any number from within your Sugar platform. That means no more juggling between SugarCRM and phone systems, and misdialed numbers instantly become a thing of the past.
Hate the uncertainty of answering inbound calls? RingCentral automatically matches incoming phone numbers with existing records, instantly displaying essential details. Know who is on the line before you even pick up the call.
Features & Benefits
- Complete Integration: Combine the power of Sugar's data management and reporting with the flexibility and cost benefits of RingCentral.
- One-Click Calling: Simply click the phone number on a SugarCRM record to start a call.
- Call Based Reports: Run call reports to view phone activity for each SugarCRM user.
- Efficiency Boost: Spend more time servicing your clients and less time dialing.
- Inbound Insights: Inbound calls are automatically matched with existing SugarCRM records, instantly providing vital details about the person on the other side of the line.
Requirements
- RingCentral Integration for Sugar by Faye is compatible with all SugarCRM-supported versions (Sugar Sell, Sugar Serve, & Sugar Enterprise).
- RingCentral for Sugar ® is a cloud-based application and requires no additional software for existing RingCentral users. All you need is an active internet connection and a modern web browser.
