Build effective engagement platforms for revenue and customer care teams by delivering workflow signals from SugarCRM to the right people at the right time within Microsoft Teams, Zoom, Google Workspace, and Webex.
Is Sugar connected with your collaboration platforms?
SugarCRM tracks and provides information about all your customers, but your workforce is living across devices in collaboration platforms like Microsoft Teams, Google Workspace, Zoom, and Webex. How do you make sure your business, its teams, and customers are on the same page?
Avoid missed connections and stop wasting time navigating different systems. Make your customer data accessible to your employees on those collaboration platforms.
Boost customer focus and CRM adoption
You can use CRM workflow automation to inject quality data into employees' conversations. Yoxel Signals will deliver the signals as data notifications to the right people at the right time. Your team can focus on what is essential—without leaving their preferred collaboration tool.
Increase workforce productivity
With Yoxel Signals, crucial lead and customer details are instantly provided to the right team members, so they can spend more time nurturing and less time switching applications and searching for contact data. All it takes is a few minutes to set up a workflow action, and you’re on your way to having an effective engagement platform.
Improve the data quality in SugarCRM
Every workflow signal is delivered as an adaptive card with an option to view record details, navigate related records, and share records to channels. Users can access needed CRM data right from these collaboration apps making it easy for them to keep the information up to date.
Here's how to get started:
Install the Yoxel Signals app for your messaging platform:
Note: Configure API Platform 'yoxel' in SugarCRM.
Note: SugarBPM-based configuration is expected in the near future.
Pricing & Compatibility
- Start using Yoxel Signals for free for 30 days!
- Compatible with SugarCloud and on-premise deployments of Sell, Serve, & Enterprise
- Enterprise plans start at $15/user/month, contact us for a quote.
