SugarCRM comes with a wide range of Google integrations right out of the box. You can easily integrate SugarCRM with Gmail, Google Docs, Google Calendar, Google Contacts, and Android mobile devices.

1. Integrating SugarCRM
With Google Apps

2. 3 different “levels” of integrations
1. Out of the Box
2. Configurations in Sugar Studio
3. Customizations and Extensions built by partners

3. 1. Out of the box integrations
• Gmail
• Google Docs
• Android
• Calendar
• Contacts

5. Setting Gmail as the Default
Outgoing Mail Server

6. Setting Gmail as Your Personal
Sugar Email

7. Sending Email using Gmail

8. Using Sugar Email Client with
Gmail

9. Archiving Incoming Gmail to
Sugar

10. Sugar Email Archiving Service

12. Requires Google External Account

13. Save Documents to Google Docs

14. Relate Existing Google Docs to Sugar

15. Identify Google Doc in Sugar

17. Sugar Mobile

18. Android Tablet

20. iCalendar Integration

21. Personal Settings

22. Calendar Settings

23. Sugar Calendar

24. Sugar Calendar in Google

26. Import Your Google Contacts

27. 2. Configurations in Sugar Studio
• Sugar Studio
• Need to be configured by your Sugar Administrator
• 2 examples: Google Maps and Google Docs

28. Integrating Google Maps

29. Sugar Studio Configuration

30. Sugar Studio Configuration

31. Google Docs

32. Google Docs Preview

33. Sugar Studio Configuration

34. 3. Customizations and Extensions
built by partners
•
Built by Loaded, SugarCRM Platinum Partner
•
Published Integrations
- SugarForge
- SugarExchange
•
Build Your Own
- Developer Tools

35. Email 2 Sugar
A smart, automated email archiving tool for SugarCRM. E2S automatically archives
sent and received emails in relevant Sugar modules, using email address matching.
The User
Sends an email either
from Sugar or from
email client
•
Automated email archiving to
SugarCRM Lead, Contact, and
Account modules
•
Supports the same email clients
that SugarCRM supports 'out of
the box’
•
Automatic email attachment
filing and unread email
notifications
Email is automatically archived to
Lead, Contact & Accounts modules

36. Forget about manual email archiving
and let Email 2 Sugar do the work for
you.

37. Summary: Bringing Together Best of
Both Worlds
Sales Force
Automation
Gmail
Marketing
Automation
Calendar
Groups
Contacts
Talk
Social CRM &
Collaboration
Customer
Support
Tasks
Video
Docs
Sites

38. About
Loaded

39. At Loaded, we focus on delivering
smart solutions to unlock your
customer relationship potential.
We utilise CRM, marketing automation and business intelligence
software, and bring our business, marketing and technical expertise
to the task of designing, delivering & supporting the
right solution for your organisation.

40. About Loaded
Smart solutions to unlock your customer potential.
•
Founded in 1995 as a web development business.
•
Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence
solutions.
•
Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold
Partner since 2006.
•
Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM
integrations enabling business impact and ROI.
•
Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail;
manufacturing/wholesale; and federal and state government.

41. Our offer – ‘total CRM’

42. Loaded Capabilities
CRM breadth & depth, backed by strategic, operational and
technology expertise
Capabilities
Why It Matters
SugarCRM Depth: in consulting,
development, training, infrastructure
• Deep knowledge of the application and its potential, at the functional
and technical level
CRM breadth: 30+ years in total CRM
experience
• Sound basis for advice and design solutions
• Provides rich inputs to our delivery processes – allows for on time, on
budget, quality, ‘no surprises’ implementations and deployments
Business strategy and execution:
top tier management consulting and
executive leadership experience
• Strategic and technical partners, to help ensure your CRM journey is
well planned and delivers organisational benefits at every stage
Technology depth and breadth:
delivering and supporting complex
integrations and deployments
• Able to support and maintain complex solutions over time for clients
• Deep experience in a wide range of integrations

43. Our partners
Loaded partners with world leading technology providers to ensure we have the best
software, infrastructure and supporting tools at our disposal, to support client needs.
SugarCRM is the world’s fastest growing CRM application.
Recently named in the Gartner Magic Quadrant
as a Visionary for Sales Force Automation
Pardot is a leading SAAS
marketing automation tool
recently acquired
by Salesforce.com
JasperSoft is a cloud based business intelligence
application with an exciting entry-level
solution offered in partnership with Amazon
Web Services bringing enterprise level BI
to any business
Hubspot is a
comprehensive,
all-in-one
marketing platform

44. Contact
1300 LOADED
Email: info@loadedtech.com.au
Website: loadedtech.com.au
Address:
Ground Floor, 221 Miller Street,
North Sydney, NSW 2060, Australia