SugarCRM Integration with 8x8 Virtual Office
SugarCRM Integration is FREE with 8x8 Virtual Office
Impress your callers and clients with how well-informed you are. Use the 8x8 Click2Pop plug-in for SugarCRM, and calls automatically retrieve their SugarCRM record to provide you with all their details at your fingertips.
Install the free client plug-in and server module and get two powerful functions:
- SugarCRM Screen Pops: When you receive a call from a number matching one of your records in SugarCRM, that record automatically pops up on your computer screen so you are informed and ready to act.
- Easy Web Dialing: Click2Pop highlights phone numbers that appear your web browser or in SugarCRM with a green phone icon. Simply click the Click2Connect Green Phone Icon and your call is connected.
- Screen pops give immediate access to SugarCRM customer information
- Instantly update your SugarCRM contacts while you’re on the phone
- Make calls directly from your web browser or web pages with one click
- Save a document or spreadsheet as HTML and use it as a clickable calling directory
- Dazzle your callers with your familiarity with their account and your powers of recollection
- Save time and increase employee productivity
Easy and Efficient
Your contact’s SugarCRM record pops up on your computer screen for incoming calls so you get information about them at a glance. And when you’re ready to make calls from your web browser, just click the green phone.
- The SugarCRM integration functionality has been tested with SugarCRM installations on a local, on-premises or co-located server. It is not for use with Hosted SugarCRM.
- 8x8 developed and tested this plug-in on Sugar Community Edition Version 6.4.2 (build 7513).
- Server module searches the following record types: Contacts, Leads, Accounts, Prospects and Users.
- Within each record, the module only searches for a telephone number matching phone number fields such as Office, Work, Home, Mobile, Alternate.
- Operates on Windows XP, Vista and Windows 7.
- Supported browsers: Google Chrome 22.x and higher, Internet Explorer version 6.0 and higher, and / or Firefox version 3.0 and higher. Safari, and Opera are not supported.
- You must have Administrator rights to the PC to install the plug-in.
- Follow the instructions in the Click2Pop for SugarCRM Guide to connect your SugarCRM database with Click2Pop.
- Click2Pop dials the number exactly as it appears in the browser so international numbers or long distance numbers must include country codes/area codes.
- Click2Pop does not work on non-numeric phone numbers (e.g. 1-800-DOG-CARE).