SugarCRM is a CRM solution which allows you to manage your sales cycle and pipeline. By integrating SugarCRM you can visualise and measure the performance of your sales efforts.
How to connect
In Quantive Results navigate to Settings > Insights screen.
Click on the Install from Gallery button / Start with a preset link.
Select SugarCRM.
Provide your SugarCRM instance URL, username and password.
What data from SugarCRM can you use
Quantive Results can sync all SugarCRM entities. At the moment when you install the SugarCRM connector as per above instructions we will automatically map and sync the following entities:
Accounts
Teams
Users
Campaigns
Contacts
Leads
Opportunities
Activities
Calls
Meetings
Tasks
Currencies
All done. Have fun implementing your Sugar CRM data in Quantive Results and if you are facing any difficuties our technical support team is always here to assist :)