In-depth tools for unlimited possibilities.
With Automatr's native integration with SugarCRM, get deeper insights into your Leads at each stage of the buying cycle. Leverage the tools of SugarCRM with the data and insight of Automatr's Segment-Driven Marketing Automation.
SugarCRM + Automatr
Hot Leads Dashboard
- Sales people can now see the best leads from Automatr right in their Sugar screens.
- Create and automatically maintain lists of prospects and customers to stay organized and on top of your campaigns.
- Automatically incorporate your Sugar Users as Automatr Users, both for authentication purposes and so that they can be set as Lead Owners.
Adjustable Lead Score
- Manually adjust Automatr lead scores in SugarCRM based on individual interactions with prospects.
- Create trackable emails through marketing-approved templates directly from your Sugar interface. You can see who's opened your emails, who's clicked through, and how many times.
- Bidirectional syncs ensure you're working with the latest prospect data in either system.
Gain Insight about Anonymous Visitors
- Automatr shows you which companies are visiting your website who you have not built a relationship with.
- Automatically assign tasks in Sugar based on prospect behavior in Automatr.
Throughout FunnelVision you'll find that the names of your Leads, Contacts, and Accounts are all links that allow you to navigate directly to the spot you'd like to go within SugarCRM. We'll be rolling out additional features to FunnelVision in the coming weeks and months.