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Sales enablement is a long-discussed topic, and so is the gap between the sales and marketing departments. But one of the easiest ways to diminish the divergences is by making marketing-related content easily accessible to sales, and Sugar Market has the right tools and features to promote closer collaboration between the two departments.
There are certain cases when a sales representative might need fast access from their Sugar accounts to email templates. Whether you want to send a quick offer or promote a particular service to a new lead, Sugar Market and SugarCRM offer you the right tools to manage this.
To use Email templates from Sugar Market to Sugar, you first have to create these in Sugar Market. Use Sugar Market’s Email Builder to personalize, tweak, and change your email copy until you achieve a professional-looking email template. As we mentioned in other blog posts, the Email Builder in Sugar Market offers various personalization options, for both beginner users or tech-savvy marketers, being block-based and offering HTML design options at the same
Once you are happy with your email, make sure to save it as a template to be able to quickly import it to Sugar.
After you name and decide where the template should be saved, ensure that you make it available for your Sales team as well.
With the email template ready to be used, you can now send emails to your leads and contacts in a matter of seconds.
The Sugar Market button available in Sugar’s Record View opens a new drawer with your Contact’s marketing journey. However, from the same panel, you can import the Email templates that you have saved in Sugar Market.
After you decide on the Email Subject, select an email template, and press the Insert Template button.
The right panel of the Sugar Market drawer allows you to bring your own tweaks to the email template created by your Marketing team if you feel that this is necessary.
You no longer need to worry about collaboration issues between your sales and marketing teams, thanks to Sugar’s seamless integration with Sugar Market. With templates, your Sugar users can easily send professional-looking emails without leaving the CRM!
Want to learn more about Sugar Market’s integration with Sugar? Get in touch with our team!