“Pushing CRM insights on Leads and Opportunities to an organization’s communication tool helps to increase accountability of the numbers, which is critical to user adoption of CRM.”
SAN FRANCISCO, CA (PRWEB) June 16, 2016
Epicom, a Texas-based CRM consulting firm and SugarCRM Elite partner, today announced it has released an integration between Slack and Sugar that is designed for Sugar users who wish to improve user productivity by integrating their communication platform with their customer relationship management system (CRM).
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative, flexible and affordable CRM solution on the market. Epicom’s Sugar integration for Slack utilizes commands, report notifications, and bot questions to pull relevant customer information from Sugar.
With the integration, Slack users can use slash commands to request information about a specific Lead, Contact, Account, Opportunity or Case record in Sugar. After referencing a specific record in Slack, the integration will return details about the correlating record from Sugar.
The integration also displays weekly and monthly reports on Sugar Leads and Opportunities in Slack for users to view on a recurring basis. By integrating Sugar, users can see meaningful sales and marketing insights directly in Slack.
Additionally, the integration utilizes a character known as SugarBot to communicate with users and answer their questions by pulling data from Sugar. Users can ask SugarBot pre-defined questions like “What was the lead conversion rate last month?”.
“Epicom originally built the integration as a fun, internal project to enhance our own use of Slack and Sugar. The product caught the attention of SugarCRM and we quickly realized how valuable the integration could be to other organizations,” said Amanda Anderson, director of marketing at Epicom. “Pushing CRM insights on Leads and Opportunities to an organization’s communication tool helps to increase accountability of the numbers, which is critical to user adoption of CRM.”
Epicom’s Sugar integration for Slack was awarded "best-in-class" for the user productivity category during SugarCRM’s annual conference and showcased the integration on-stage during the 2016 SugarCon App Throwdown. The Sugar integration for Slack is now available on Sugar Exchange and the Slack App Directory for complimentary download.
About Epicom Corporation
Epicom is a technology solutions firm focused on consulting and executing complex Customer Relationship Management (CRM) and Marketing Automation deployments, customizations and integrations. Epicom is dedicated to helping companies be successful and grow by providing comprehensive software solutions and services including training, support, and CRM hosting. For more information, call 512-481-9000, visit http://www.epicom.com, or follow us on Twitter @epicomcorp.