Expand, Share and Connect
With the Box Integration for Sugar by Faye, you can manage, access, and share any amount and type of file on Box within Sugar, ensuring your sales team has the most up-to-date materials. You can also create shared workspaces within Sugar to collaborate with colleagues, partners, and customers. In addition, salespeople can email files, edit documents, fax agreements, and sign contracts within Sugar using services from Box’s other integrated services.
- Ensures your customer-facing team has the most up-to-date materials and never loses track of a customer document
- Create a seamless experience for users of both Sugar and Box
- Manage all documents and uploads for any record in Sugar (accounts, leads, opportunities, and anything else)
- Map any field in a Sugar record to the corresponding Box-folder
- Share, tag, edit, upload, and revise documents from within the Sugar record
- Drag-and-drop file uploads
- Preview and tag documents right inside Sugar
The software is compatible with Sugar Sell, Sugar Serve, and Sugar Enterprise 11.0 and greater.
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