All About SugarCRM and Email - SugarCRM Lunch and Learn
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In the August 2013 lunch and learn we reviewed the many different ways to integrate and utilize email with SugarCRM.
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All About SugarCRM and Email - SugarCRM Lunch and Learn
- 1. All About SugarCRM and Email Presented by: Josh Sweeney
- 2. EMAIL CATEGORIES Email marketing
- 3. EMAIL CATEGORIES Marketing Automation Email marketing
- 4. EMAIL CATEGORIES Email Automation Email marketing Marketing Automation
- 5. EMAIL CATEGORIES Email marketing Email Automation Templated Messaging Marketing Automation
- 6. EMAIL CATEGORIES Email marketing Marketing Automation Email Integration Templated Messaging Email Automation
- 7. EMAIL MARKETING Send mass emails Some form features Opens, clicks Prebuilt Email Templates
- 8. EMAIL MARKETING SOLUTIONS SugarCRMCampaigns MailChimp
- 9. MARKETING AUTOMATION Email marketing Drip campaigns Landing pages and forms Integrations to other tools
- 10. MARKETING AUTOMATION SOLUTIONS Pardot SalesFusion
- 11. EMAIL AUTOMATION Email Contacts on Special Occasions Email users when records change Notify manager of a large deal Accept changes to documents
- 12. EMAIL AUTOMATION SOLUTIONS SugarCRMWorkflows ProcessMaker SugarCRM Edition Custom Code
- 13. TEMPLATED MESSAGING Emails to individuals Templated for repeatability Quotes, Updates, Thank you, etc…
- 14. TEMPLATED MESSAGING SOLUTIONS TempRelate SugarCRM Templates
- 15. USER LEVEL EMAIL User level integrations Sync and archive data • Accounts • Contacts • Emails
- 16. USER LEVEL EMAIL SOLUTIONS SugarCRM Outlook Connector SugarCRM Archive ( SNIP ) Collabspot ( Google Apps ) Riva ( Exchange )
- 17. HAVE QUESTIONS? Contact Us sales@atcoresystems.com