The disclaimer first - my knowledge with SugarCRM has been limited and I only try to dig into things when I find something interesting enough. I have been playing around the latest version (6.12) of SugarCRM lately, and was fairly delighted to see a good email integration feature.
How it works is pretty straight-forward.
1. The user can setup his own account to connect to an email account - gmail, yahoo, MS Exchange enabled by default
2. Connect to email box and check things in Sugar
3. Import the received/sent email within Sugar, and build other entities like account, opportunity etc. around it
I was also impressed by the level of integration a calendar entry has. For example, a divisional manager sends a meeting request to his boss and the rep working on a proposal. This is what the rep gets in the email.
Ofcourse, the point to note is that this was sent from the SugarCRM calendar. There is greater flexibility if it was google calendar (yes, there is a mod to connect with Google calendar).
The reason I was so delighted should probably be attributed to the way PIM Sync works. Until that is re-written, we probably would not miss out on 'complex' projects to implement email integration.
How it works is pretty straight-forward.
1. The user can setup his own account to connect to an email account - gmail, yahoo, MS Exchange enabled by default
2. Connect to email box and check things in Sugar
3. Import the received/sent email within Sugar, and build other entities like account, opportunity etc. around it
I was also impressed by the level of integration a calendar entry has. For example, a divisional manager sends a meeting request to his boss and the rep working on a proposal. This is what the rep gets in the email.
Ofcourse, the point to note is that this was sent from the SugarCRM calendar. There is greater flexibility if it was google calendar (yes, there is a mod to connect with Google calendar).
The reason I was so delighted should probably be attributed to the way PIM Sync works. Until that is re-written, we probably would not miss out on 'complex' projects to implement email integration.
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