Easily Share & Store Files Between Your SugarCRM Users
With the FayeBSG SugarCRM Box Integration Application, you can manage, access, and share any amount and type of file on Box within Sugar, ensuring your sales team has the most up-to-date materials. You can also create shared workspaces within Sugar to collaborate with colleagues, partners, and customers. In addition, sales people can email files, edit documents, fax agreements, and sign contracts within Sugar using services from Box’s other integrated service.
Stop Emailing Files Back-and-Forth
Use Box to manage all documents and uploads for any record in Sugar (accounts, leads, opportunities, anything)
- Map any field in a sugar record to the corresponding Box folder
- Share, tag, edit, upload, revise documents from within Sugar record
- Drag-and-drop file uploads
- Preview and tag documents right inside of SugarCRM
Box is Sugar 7 Ready
Sugar is a CRM system that was designed for every individual who engages with customers: sellers, marketers, customer support agents, receptionists, and executives. Every single one of these individuals saves, opens and closes files, around the clock. The Sugar Box integration enhances the market demand for online collaboration services. As businesses grapple with the need to become more agile, responsive and mobile, integrations like this make it easier for businesses to shift from slow-moving, outdated technologies to more flexible, collaborative and most importantly, trackable systems
Box is Easy To Use & Works With All Sugar Modules
Also includes remote installation, configuration, and one hour of training. Please note – environments with large numbers of records to sync may require additional implementation tasks at additional cost. If you believe you have a large number of records, please contact FayeBSG for specifics.