Upsert® Engage for Microsoft Teams lets you send messages to users and channels directly from Sugar and adds configurable SugarBPM actions for alerts and updates.
Key benefits
Message your colleagues without leaving Sugar
Need to touch base with someone about that opportunity? Just choose "Send Microsoft Teams Message" from any Sugar record's actions menu to instantly send a chat to a user or channel. Upsert® Engage for Microsoft Teams preloads your message with a link to the record, and you can add your ideas to the content before hitting send.
Quickly send messages to any user
Hover over the Teams icon next to any user's name and choose "Send in Sugar".
If you're viewing a specific record in list view or record view, Upsert® Engage preloads your message with a link to the record, and you can add your ideas to the rich-text editor in Sugar before you send your Teams message to the user.
Create and view channels that are related to your Sugar records
With the Upsert® Engage for Microsoft Teams: Channels record view dashlet, you can relate multiple new or existing channels to the Sugar record, and read the channel discussions right there in the dashlet.
Launch your Microsoft Teams app right from Sugar
Less clicking means more time for selling! You don't need to go find and click on Teams in your computer's sidebar and then search for the right person to talk to when you've got the Upsert® Engage for Microsoft Teams installed. Just hover over the Teams icon next to a user's name in Sugar and choose "Send in Microsoft Teams." Your desktop Teams app will open to the right place with a link to the current record ready to go.
Generate Microsoft Teams meeting links
When you set up meetings through Sugar, you'll have the option to generate a unique Microsoft Teams meeting link. The link saves with the meeting record and can be accessed from Sugar's calendar.
For Engage for Microsoft Teams Phone: Requires purchase of Upsert® Engage for Microsoft Teams and a Microsoft Teams Phone license sold separately.
System requirements
Sugar Sell (all Editions), Serve, and Enterprise products
Versions 14.x and higher
Hosted in SugarCloud or on-site
Upsert® Engage for Microsoft Teams Phone is an add-on that extends the Upsert® Engage for Microsoft Teams base integration with powerful call handling capabilities. This add-on requires the base Upsert® Engage for Microsoft Teams to be purchased first.
Do you dread logging your phone calls, and struggle to find caller information? Upsert® Engage for Microsoft Teams Phone is a SugarAI (formerly SugarCRM) plug-in that was designed to boost productivity by reducing the manual overhead that slows agents down. It's highly customizable, region-agnostic, and syncs your call data straight from Microsoft Teams to Sugar.
Key benefits
Do more before Hello
Before you even make a call, you'll see phone-number derived insights like line type, location, and time zone, so you can gear up for what you want to say. Call Center also flags phone numbers that appear to be invalid before you waste the time it takes to dial them.
Hands-free call logging (well, mostly)
Once you make or receive a call, Upsert® Engage for Microsoft Teams Phone automatically creates the SugarAI call record for you, relates it to the appropriate person and account, and logs your call duration when you hang up. It will even relate the call to entities in custom modules. All you need to to do is enter the conversation outcome and notes. This auto-create functionality saves you time - it lets you focus on what was said and not get bogged down with data-entry overhead.
What's more, when you know that every call that your team makes and takes is getting logged, you can rest assured that you have the data you need to analyze trends and adjust your strategies on the fly. You can even align the data with corresponding events like a product launch, recall, or marketing blitz to track the effectiveness of your campaigns.
Get the customer insights that matter to you
When you schedule, make, or receive a call, you'll instantly have a 360-degree view of the customer's history and past interactions through Sugar's familiar and powerful UI. You can leverage focus drawers and custom dashboards to gain immediate access to the customer's data without navigating away from your call. Entice your agents to improve the quality of customer data by making it super simple to update details on the fly.
Spark actionable connections with your prospects
Introducing Call Sheets, the game-changing feature that empowers you to effortlessly organize and execute call lists for any call campaign including hot leads, customer upsell opportunities, and customer service followups. Say goodbye to scattered notes and spreadsheets; our intuitive CRM tool enables you to centralize your call targets and execute calls with ease. With real-time insights and tracking, you'll always know where your prospects stand, helping you build stronger relationships and close deals faster. Elevate your sales game with Call Sheets and watch your productivity and conversion rates soar!
