Managing customer interactions within your CRM just got a whole lot easier and more efficient. With the SugarCRM Zoom Integration by Faye, you can enjoy seamless blending of telephony technology directly within Sugar.
Designed to enhance productivity, this integration ensures every call—whether dialed or received —is automatically logged in Sugar, allowing for better analytics, enhanced communication, and more effective lead management.
Key Benefits
Enhanced Productivity: Simplify operations with “Click to Dial” and “Automatic Screen Pop,” which display relevant customer information during calls, eliminating the need for application switching and manual data entry.
Accountability and Tracking: Continuously log and store call data for effective communication tracking, enhancing managerial oversight and refining performance strategies.
Data-Driven Insights: Analyze interaction patterns and impact through comprehensive call logs within Sugar to support informed decision and business growth.
Requirements
Users will require an active Zoom phone account. If you’re not an active Zoom user, we can help you get started!