SugarCRM integration

Significantly reduce the time, effort and cost of building surveys, scripts, forms and landing pages to create and/or update ANY SugarCRM information.

Clicktools is first survey tool fully integrated with SugarCRM:

• Create/update standard fields and objects [such as Account, Contact, Opportunity etc.]
• Create/update custom fields and objects
• Create/update unlimited information from one survey/script
• Conditional/Rule-based synchronization. E.g. only do X if the answer to question 1 is Y.
• Automatic synchronization for 'failed' synchronization and bulk transfer
• Full error reporting and tracking
• Use any information to check whether information exists and then update rather than create

Clicktools for Sugar is used across the whole of the SugarCRM product set with popular applications including:

Service Request surveys
Capture simple or complex feedback immediately a case is closed and capture the information in the bext place - directly against the case itself or in a custom object. Complete surveys by phone or email - the choice is yours.

Net Promoter®
Net Promoter asks customers how willing they are to recommend you to a friend or colleague. Based on responses, you can calculate your "Net Promoter Score". Clicktools has developed custom objects, reports and dashboards for organisations wishing to integrate the NPS approach with Salesforce. [Net Promoter is a registered trademark of Fred Reichheld, Bain & Company and Satmetrix Systems, Inc.]

Outbound/inbound Call-scripting
Clicktools isn't called "Call scripting on steroids" for no reason. Sure, there may be applications where the standard SugarCRM scripting capability meets your needs but, if you need the ability to launch personalized scripts from custom links/tabs/buttons including functionality such as conditional scripts, synchronization to multiple objects and full analysis of your results then Clicktools may just be that pick me up you need.

Customer Satisfaction/new customer/post-implementation surveys
You wouldn't look at your organization financial results once every 12 months, so it's a mystery to us why so many organizations only ask their customers for feedback once a year. Integrating CRM with feedback enables you to advance from a time based feedback approach (e.g. yearly surveys) to an event-based program. Capturing feedback at key points in your lifecycle helps you to understand weak and strong points in your customer experience and prioritize improvements that will most positively impact advocacy, loyalty and profitability.

Complex Web2Lead
Whether you use Leads or Contacts and Accounts you can build and deploy any web2 form within minutes. Add responses to campaigns, allocate to Lead Queues, generate tasks for HOT! Responses. No programming, no html, and no IT cost.

Win/Loss Surveys
Find out why you lost (or perhaps more importantly why you won!) an Opportunity, enabling you to understand, measure and improve Sales effectiveness at an individual, team and organization level.

Campaign Tracking
Automatically capture and update campaign records in Oracle including Advanced Setup options. This works for leads, contacts who can be added to the campaign or their status amended as required.

Subscription Centers/opt-outs
Easily manage lead, contact or custom opt-outs and subscription centers to ensure no-one ever gets a communication they don't want.

 To find out more about Clicktools for SugarCRM please speak to one of our sales team by calling USA: 1-800-774-4065 or UK: 0800 0432587. Alternatively, email sugarcrm@clicktools.com.