Imagine the possibilities of being able to track phone calls and then automatically schedule follow-ups, all from within Sugar. While Sugar is incredibly versatile, it just got brilliantly simple via The FayeBSG SugarCRM ShoreTel Integration Application. By providing phone systems with unified communications, ShoreTel's award-winning, all-in-one IP phone systems can now be integrated with SugarCRM.
The Faye Business Systems Group SugarCRM ShoreTel Integration Application is designed to simply and easily allow you to manage the functionality of your ShoreTel phone system entirely within the SugarCRM desktop application. This integration conveniently features an easy to use and highly customizable web interface for the administrator to make user configuration changes.
Purchase of the SugarCRM ShoreTel Integration Application includes all integration software, a detailed installation and operating guide, and phone and email support. Your Integration Application is kept up to date with all updates and upgrades as they occur within Sugar and ShoreTel. Additionally, our SugarCRM ShoreTel Integration Application subscription includes future updates and upgrades as we make our integration more powerful over time.
Every single call you make or receive can be documented, categorized and shared by any user. The Faye Business Systems Group SugarCRM ShoreTel Integration Application launches the Calls module actions and enables users to automate their usage in Sugar.
Key Features and Benefits for Outgoing Calls:
• Initiate Click to Dial Functions with the click of mouse
• Automatically launch a Log Call screen after the Click to Dial screen to easily record the results of the call
• Easily identify and track the outgoing call recipient as a contact, account or lead in Sugar
• Smoothly schedule a reminder or follow-up call to touch base with the contact or lead in the future
Key Features and Benefits for In-coming Calls:
• Receive a pop-up message from within Sugar alerting you to an in-coming call
• Pop-up messages remain active while working in other programs or windows
• Automatically launch a Log Call screen to easily record the results of the in-coming call
• Easily add the in-coming call details as a contact, account or lead in Sugar
• Effortlessly schedule a reminder or follow-up call to touch base with the contact or lead in the future
We’ve designed this integration to be powerful in that it streamlines the entire Call to CRM process, but is still easy to install, easy to configure, and easy to use. View our (insert link) SugarCRM–ShoreTel spec sheet for more information or contact us anytime.
Also includes remote installation, configuration, and one hour of training. Please note – environments with large numbers of records to sync may require additional implementation tasks at additional cost. If you believe you have a large number of records, please contact FayeBSG for specifics.
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