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SugarCRM Outlook Integration: Out-of-the-Box Plugin vs. Implicit FrontEnd
Presenters
Sonja Fridell
President
BrainSell
Ronnie Mansoor
CTO and Managing Director
Implicit, Inc.
Who We Are
About BrainSell
• Founded in 1994
• Based in Topsfield, MA
• We deliver unbiased technology advice
and consulting services to clients of all
sizes, across North America
• A SugarCRM Elite Partner for 9 years and
counting!
Engineering smart growth
with business savvy,
software and consulting
services.
“
”
Today's Agenda
• Why integrate your CRM with
Outlook?
• Side-by-side comparison of
SugerCRM Plugin and Implicit
FrontEnd
• Live demo of both integration tools
• Q&A
Why Integrate Your CRM with Outlook?
• INCREASE PRODUCTIVITY
• No need to switch back and forth between two platforms –
access all your CRM data and do your CRM work within
Outlook.
• INCREASE CRM ADOPTION & UTILIZATION
• CRM work natively integrated into daily use of Outlook
• Automate data entry from Outlook into CRM
Product Comparison: SugarCRM Plugin vs. FrontEnd
Feature Comparison Implicit
FrontEnd SugarCRM Plugin
Sync Outlook Data with SugarCRM: Contacts, Calendars, Tasks ✔ ✔
Create new CRM Records from Outlook: Accounts, Opportunities, Contacts… ✔ Minimal set of fields
Full Access to all CRM Data from within Outlook ✔
Full Support for Custom Modules / Custom Fields ✔
Email Side-Panel ✔ ✔
Email Archiving ✔ ✔
Rule-Based Auto-Email Archiving ✔
Email Conversation Thread Archiving ✔
Email Templates and Mail Merge ✔
Centralized Team-based Administration and Configuration ✔
CRM Action Items ✔
Web Browsers Integration ✔
Integrated Document Archiving from Word, Excel and Acrobat ✔ Separate Plugins
Full Offline Support (Tethered and Non-Tethered Modes) ✔
Platform Support: Outlook for Mac ✔
Platform Support: Exchange Server-Side Integration ✔
A CLOSER LOOK: SugarCRM Outlook Plugin (OOTB)
A CLOSER LOOK: Implicit FrontEnd
Implicit FrontEnd Pricing
Outlook Integration
$12 per user/per month
Billed annually. License requires a minimum of 5 seats
Questions?
(Submit via the chat window)
Try Implicit
FrontEnd
Free for 15
days
Ready to improve productivity and experience Implicit FrontEnd
for yourself?
Contact us for a complimentary trial and 1:1 training.
Send your request to: sales@brainsell.net
For More Information
sales@brainsell.net
(866) 356-2654
www.brainsell.net
Follow us on Twitter: @BrainSell

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SugarCRM Outlook Integration

  • 1. SugarCRM Outlook Integration: Out-of-the-Box Plugin vs. Implicit FrontEnd
  • 3. Who We Are About BrainSell • Founded in 1994 • Based in Topsfield, MA • We deliver unbiased technology advice and consulting services to clients of all sizes, across North America • A SugarCRM Elite Partner for 9 years and counting! Engineering smart growth with business savvy, software and consulting services. “ ”
  • 4. Today's Agenda • Why integrate your CRM with Outlook? • Side-by-side comparison of SugerCRM Plugin and Implicit FrontEnd • Live demo of both integration tools • Q&A
  • 5. Why Integrate Your CRM with Outlook? • INCREASE PRODUCTIVITY • No need to switch back and forth between two platforms – access all your CRM data and do your CRM work within Outlook. • INCREASE CRM ADOPTION & UTILIZATION • CRM work natively integrated into daily use of Outlook • Automate data entry from Outlook into CRM
  • 6. Product Comparison: SugarCRM Plugin vs. FrontEnd Feature Comparison Implicit FrontEnd SugarCRM Plugin Sync Outlook Data with SugarCRM: Contacts, Calendars, Tasks ✔ ✔ Create new CRM Records from Outlook: Accounts, Opportunities, Contacts… ✔ Minimal set of fields Full Access to all CRM Data from within Outlook ✔ Full Support for Custom Modules / Custom Fields ✔ Email Side-Panel ✔ ✔ Email Archiving ✔ ✔ Rule-Based Auto-Email Archiving ✔ Email Conversation Thread Archiving ✔ Email Templates and Mail Merge ✔ Centralized Team-based Administration and Configuration ✔ CRM Action Items ✔ Web Browsers Integration ✔ Integrated Document Archiving from Word, Excel and Acrobat ✔ Separate Plugins Full Offline Support (Tethered and Non-Tethered Modes) ✔ Platform Support: Outlook for Mac ✔ Platform Support: Exchange Server-Side Integration ✔
  • 7. A CLOSER LOOK: SugarCRM Outlook Plugin (OOTB)
  • 8. A CLOSER LOOK: Implicit FrontEnd
  • 9. Implicit FrontEnd Pricing Outlook Integration $12 per user/per month Billed annually. License requires a minimum of 5 seats
  • 11. Try Implicit FrontEnd Free for 15 days Ready to improve productivity and experience Implicit FrontEnd for yourself? Contact us for a complimentary trial and 1:1 training. Send your request to: sales@brainsell.net
  • 12. For More Information sales@brainsell.net (866) 356-2654 www.brainsell.net Follow us on Twitter: @BrainSell