Sugar CRM Phone Integration (VoIP / CTI)

Q: How do I integrate my phone with Sugar CRM?

To integrate your phone with the Sugar CRM, you just have to follow a few easy steps: Sign into your Sugar CRM administrator account. Sign into your Ringover administrator account. In Sugar CRM, click on the Admin menu. Select “Configure API Platforms”. Type the name Ringover and click “Save”. On this page, click the activate button next to Sugar CRM. Enter the URL and login details for your Sugar CRM administrator account, then click “Activate”. Customise the integration settings to your taste. Congratulations, you’ve integrated your Ringover phone system with Sugar CRM!

Q: How does Sugar CRM work with phone system?

Because Sugar CRM doesn’t have a phone system, you have to integrate it with a VoIP provider.Once you have integrated Sugar CRM with your phone system, you’ll have several benefits available. Every time your agents speak to a customer, Ringover automatically pulls up the contact’s interaction history. This allows each agent to deliver a highly personalised and contextualised service. Agents have the context to resume a conversation with a client seamlessly, bringing them efficient and accurate service.Once a call concludes, Ringover simplifies the tedious, time-consuming tasks related to manual data entry. Call logs and call recordings are automatically logged in Intercom, so your agents can focus on relationship-building with clients.

Sugar CRM Integration

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Introduction

Increase your productivity in just a few clicks by connecting Ringover to your Sugar CRM tool.

Benefit from file recovery

When a contact calls you, their information will instantly be displayed within the Sugar CRM interface.

Call in 1 click from SugarCRM

Your team will no longer have to manually dial numbers as they can make calls in a single click directly from Sugar CRM.

Your call history all in one place!

All calls, texts, voicemail messages and recordings are automatically logged in the Sugar CRM. Your sales reps will no longer waste time manually entering their notes and data.

Synchronise your contact directories

With contact sync, all of your Sugar CRM data including your phone book are always up to date and ready!

Handle all calls faster

At just a glance, your team can access and view essential SugarCRM customer information directly within the Ringover dialler: enabling faster call handling and providing a smoother, personalised welcome experience for your customers.

Transform conversations into actionable insights

Use Empower, Ringover’s conversational AI, to analyse, summarise, and gain insights from client and candidate conversations.

Elevate your team with data for personalised engagement at scale, seamlessly syncing insights into Sugar CRM.

Installation

How to integrate Sugar CRM with Ringover

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Sugar Integration FAQ

How do I integrate my phone with Sugar CRM?
How does Sugar CRM work with phone system?
Does Sugar CRM have a phone option?
How do I integrate Ringover with Sugar CRM?

How do I integrate my phone with Sugar CRM?

To integrate your phone with the Sugar CRM, you just have to follow a few easy steps:

Sign into your Sugar CRM administrator account.
Sign into your Ringover administrator account.
In Sugar CRM, click on the Admin menu.
Select “Configure API Platforms”.
Type the name Ringover and click “Save”.
On this page, click the activate button next to Sugar CRM.
Enter the URL and login details for your Sugar CRM administrator account, then click “Activate”.
Customise the integration settings to your taste.

Congratulations, you’ve integrated your Ringover phone system with Sugar CRM!

How does Sugar CRM work with phone system?

Because Sugar CRM doesn’t have a phone system, you have to integrate it with a VoIP provider.

Once you have integrated Sugar CRM with your phone system, you’ll have several benefits available. Every time your agents speak to a customer, Ringover automatically pulls up the contact’s interaction history. This allows each agent to deliver a highly personalised and contextualised service. Agents have the context to resume a conversation with a client seamlessly, bringing them efficient and accurate service.

Once a call concludes, Ringover simplifies the tedious, time-consuming tasks related to manual data entry. Call logs and call recordings are automatically logged in Intercom, so your agents can focus on relationship-building with clients.

Does Sugar CRM have a phone option?

Sugar CRM does not have a phone option. To streamline call centre operations, you’ll need to integrate business telephony software, like Ringover’s. This is a computer telephony integration (CTI) which provides additional features within the Sugar CRM itself.

For example, you’ll be able to make and receive calls directly within the Sugar CRM interface. Agents will also benefit from the automation of after-call work like call logging and tagging, so they’ll no longer spend time on these tedious tasks. Plus, data is automatically synchronised between the two software, you’ll never enter the same information twice.

How do I integrate Ringover with Sugar CRM?

Integrating your phone with the Sugar CRM is a snap. Just follow these steps:

Verify you’re signed into your Sugar CRM administrator account.
Do the same for your Ringover administrator account.
Click on the Sugar CRM’s Admin menu.
Choose “Configure API Platforms”.
Enter “Ringover” in the text box and select “Save”.
Navigate to this page and click “Activate” next to Sugar CRM.
When prompted, copy and paste the URL and login for your Sugar CRM administrator account, then select “Activate”.
At this point, you can customise the Sugar CRM-Ringover integration settings for your needs.