
Sugar's Enhanced Plug-in for Outlook allows you to archive emails to Sugar, synchronize contacts, meetings, calls, and tasks, as well as create new Sugar records. The plug-in is available with all commercial editions of Sugar and must be installed on each computer running Outlook where the plug-in is desired.
1. Installing the SugarCRM Outlook Connector
2. SugarCRM Setup and Authentication within Outlook
3. Outlook Connector Settings
4. Archive Email and Sync Calendar
5. Creating Records from Outlook into SugarCRM
Digital transformation is the process of using technology to fundamentally improve how your business operates and delivers value to customers. For New Zealand SMEs, this typically means moving from disconnected, manual processes to integrated digital systems that work together.
Full article...Whether you're an Auckland distributor looking to streamline sales, a Christchurch manufacturer wanting better customer visibility, or a Wellington services firm ready to scale - we'll explain exactly what CRM and marketing automation do, how they differ, and how to choose the right solution for your business.
Full article...What if a product return could become your next sale - automatically? In our recent webinar "AI that Delivers: Transforming CX in Retail" we outlined where AI is delivering measurable CX impact today, from service automation to revenue recovery. We include a practical high-impact workflow demonstrating how AI can resolve a return and drive a new purchase in seconds. Review the insights, watch the workflow in action, and then unlock the full webinar for the deeper strategic and technical walkthrough. If AI is on your roadmap this year, this is required viewing.
Full article...