The Sugar/SuiteCRM & Mautic Integrator by eVolpe
One of the world’s largest training companies – Miller Heiman Group – in their „2016 Best Sell Practices” research puts cooperation among Marketing and Sales on top of the list of most profitable activities in modern enterprises. Integration of CRM and Marketing Automation is an excellent way to standardize communication between the two departments. It helps to simplify repetitive actions and to build a positive, consistent image of the company.
The Sugar/SuiteCRM & Mautic Integrator by eVolpe is perfect for all the companies currently deploying or already using both of the systems.
Are you facing difficulties trying to coordinate efforts of Sales and Marketing? The Sugar/SuiteCRM & Mautic Integrator by eVolpe is the best solution that can help you solve that issue.
Integration of CRM and Marketing Automation tools offers coherence of actions and comfort of working with only one data base. As a result you will gain full control over your company’s image at all stages of the Customer Journey!
As a result of the Sugar/SuiteCRM and Mautic integration the user receives:
Extensive analytical capabilities
Two-way merge of information
360° view of Customer – Company relations
Advanced automation of repetitive tasks
Flexibility of configuration
Basic functions of the Sugar/SuiteCRM & Mautic Integrator:
Personal Records Synchronization
Leads, Contacts and Prospects in Sugar/SuiteCRM synchronize with Contacts in Mautic. The synchronization is bilateral. Contacts in Mautic are automatically pushed to Sugar/SuiteCRM and saved as Leads. It happens every time the action "Push Contact to integration" gets triggered.
Merging history of operations on records
The whole history of operations in both systems gets merged and unified. That way it is possible to look up what actions have been performed without the need of switching software back and forth.
Real time synchronization prevents creation of duplicates in both of the systems. Thus, it helps to avoid repetitions of tasks in Sales and Marketing.
Sugar/SuiteCRM users can easily control the scoring granted to their customers as a result of marketing actions analyzed by Mautic.
After a contact has gained a certain amount of points in Mautic (added for opening e-mails, clicking links, downloading assets etc.), the Sugar/SuiteCRM & Mautic Integrator triggers actions in CRM (for example schedules a phone call). Everything following the next appropriate step workflow (which of course can be freely designed).
Target lists’ synchronization
Transfer of lists created in Sugar/SuiteCRM helps to run dedicated marketing campaigns in Mautic. It is possible to create a customized target list with the use of the advanced reporting mechanisms in CRM and then forward it to Marketing Automation.
Switching between systems
Thanks to contextual links in Sugar/SuiteCRM with just one click you are able to preview the equivalent record in Mautic.
Flexible, self-configured software
Mapping of specific fields allows simple and self-reliant configuration of the connected software.
Simple marketing analytics
The Reports module in Sugar/SuiteCRM significantly improves analytical abilities of Mautic. Thanks to combining functions of both the systems it is possible to analyze every aspect of performed operations.