Integrating SugarCRM

With Google Apps

3 different “levels” of integrations

1. Out of the Box

2. Configurations in Sugar Studio

3. Customizations and Extensions built by partners

1. Out of the box integrations

• Gmail

• Google Docs

• Android

• Calendar

• Contacts

Setting Gmail as the Default Outgoing Mail Server

Setting Gmail as Your Personal Sugar Email

Sending Email using Gmail

Using Sugar Email Client with Gmail

Archiving Incoming Gmail to Sugar

Sugar Email Archiving Service

Requires Google External Account

Save Documents to Google Docs

Relate Existing Google Docs to Sugar

Identify Google Doc in Sugar

Sugar Mobile

Android Tablet

iCalendar Integration

Personal Settings

Calendar Settings

Sugar Calendar

Sugar Calendar in Google

Import Your Google Contacts

2. Configurations in Sugar Studio

• Sugar Studio

• Need to be configured by your Sugar Administrator

• 2 examples: Google Maps and Google Docs

Integrating Google Maps

Sugar Studio Configuration

Sugar Studio Configuration

Google Docs

Google Docs Preview

Sugar Studio Configuration

3. Customizations and Extensions built by partners

• Built by Loaded, SugarCRM Platinum Partner

• Published Integrations

- SugarForge

- SugarExchange

• Build Your Own

- Developer Tools

Email 2 Sugar A smart, automated email archiving tool for SugarCRM. E2S automatically archives sent and received emails in relevant Sugar modules, using email address matching.

• Automated email archiving to SugarCRM Lead, Contact, and Account modules

• Supports the same email clients that SugarCRM supports 'out of the box’

• Automatic email attachment filing and unread email notifications

Email is automatically archived to Lead, Contact & Accounts modules

The User Sends an email either from Sugar or from email client

Forget about manual email archiving and let Email 2 Sugar do the work for you.

Gmail Calendar Docs

Sites Talk Video

Contacts

Groups

Tasks

Sales Force Automation

Marketing Automation

Customer Support

Social CRM & Collaboration

Summary: Bringing Together Best of Both Worlds

About

Loaded

At Loaded, we focus on delivering smart solutions to unlock your

customer relationship potential.

We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise

to the task of designing, delivering & supporting the right solution for your organisation.

About Loaded Smart solutions to unlock your customer potential.

• Founded in 1995 as a web development business.

• Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence

solutions.

• Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold

Partner since 2006.

• Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM

integrations enabling business impact and ROI.

• Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;

manufacturing/wholesale; and federal and state government.

Our offer – ‘total CRM’

Loaded Capabilities

Capabilities Why It Matters

SugarCRM Depth: in consulting,

development, training, infrastructure

• Deep knowledge of the application and its potential, at the functional

and technical level

CRM breadth: 30+ years in total CRM

experience

• Sound basis for advice and design solutions

• Provides rich inputs to our delivery processes – allows for on time, on

budget, quality, ‘no surprises’ implementations and deployments

Business strategy and execution:

top tier management consulting and

executive leadership experience

• Strategic and technical partners, to help ensure your CRM journey is

well planned and delivers organisational benefits at every stage

Technology depth and breadth:

delivering and supporting complex

integrations and deployments

• Able to support and maintain complex solutions over time for clients

• Deep experience in a wide range of integrations

CRM breadth & depth, backed by strategic, operational and technology expertise

Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs.

SugarCRM is the world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation

Pardot is a leading SAAS marketing automation tool

recently acquired by Salesforce.com

Hubspot is a comprehensive, all-in-one marketing platform

JasperSoft is a cloud based business intelligence application with an exciting entry-level solution offered in partnership with Amazon Web Services bringing enterprise level BI to any business

Contact

1300 LOADED Email: info@loadedtech.com.au

Website: loadedtech.com.au

Address:

Ground Floor, 221 Miller Street,

North Sydney, NSW 2060, Australia