Increasing Your Sales Insight
Benefits of a SugarCRM Integration
SugarCRM is a popular customer relationship management solution that offers features such as a calendar, email integration, Google integration, multilingual support, project management, reporting, social, and more. Integrating SugarCRM with Clarity Connect™ enables customer service and sales teams to better serve clients and build relationships by keeping all of your data consistent across platforms, keeping accurate customer records, automating processes, and improving re-tartgeting.
- Monitor how long it has been since customers or accounts last signed in or placed an order. If accounts have gone stale, businesses are able to reach out with account-specific specials to re-establish the relationship.
- A CRM integration eliminates dirty data and duplicate entries which frees up time from employees who are tied up in correcting inconsistencies within the CRM system.
- Customers and accounts can log in and check orders and statuses through self-service portals, which frees up customer service to focus on more complex and urgent issues.
- Sales teams receive insight into customer and account activity and are able to better understand ordering trends as well as get real-time insight into inventory, account balances, and order fulfillment.
- Multiple databases are connected but work as a single unit. This makes it possible to store and access large amounts of information without putting too much of a load on any single part of the system.
Clarity Connect™ specializes in securely pushing customer transactions such as orders and payments, quote requests, and account contact information updates from the public facing storefront into an SSL secured internal ERP system. Clarity eCommerce™ integrates with SugarCRM to perform supply chain and inventory management, order and billing management, shipping and fulfillment, revenue recognition management, and financial planning.