The Benefits of Salesfusion for Sugar Users

by Paul Scondac on June 19, 2019

4 minute read

As of May 2019, SugarCRM has acquired Salesfusion, a leading provider of marketing automation solutions, and, with their acquisition of Collabspot email integration products in March, are making a move towards becoming a Customer Experience (CX) software provider.

So, how can Salesfusion benefit Sugar users? Let’s find out!

Bi-Directional Data Syncing

Your CRM and marketing software don’t have to be isolated from one another, leading to fragmented data on two separate systems. By integrating Sugar with Salesfusion, you can sync your leads and contacts lists to the marketing automation platform and reach out through powerful campaigns.

In addition, you can push Salesfusion form submissions to Sugar as new leads, or update existing leads or contacts with new information.

Lead Scoring

Salesfusion’s lead scoring features enable you to assign point values to actions taken by your leads based on what your business considers valuable, such as opening emails, clicking a link, downloading content, registering for an event, etc.

Salesfusion Lead Profile and Activity

Additionally, Sugar will store lead scores to enable your sales team to identify and reach out to the hottest prospects and drive higher lead conversions.

Salesfusion Lead Scores in SugarCRM

Track Salesfusion Activities

Any Salesfusion marketing interactions, such as form submissions, event attendance, webpage visits, emails, etc., will be stored within Sugar, so your sales team will always have the most accurate information on leads and contacts. You can also report on this data or use it within the Customer Journey Plug-In.

The Salesfusion Activities module in SugarCRM stores any marketing interactions coming from your leads and contacts. The Salesfusion Activities module in Sugar stores any marketing interactions coming from your leads and contacts.

If you want a more in-depth look at your prospects’ activities to learn about their product interests, you can access the Salesfusion Activities panel in Record View.

Accessing the Salesfusion Activities panel in SugarCRM

Send Marketing Emails and Add Prospects to Nurture Campaigns

In addition to allowing your Sugar users to view detailed web activities, the Salesfusion Activities panel also enables you to add leads or contacts to your nurture campaigns and send emails using Salesfusion templates directly within Sugar.

The Salesfusion Activities panel in SugarCRM enables sales users to use email templates to reach out to lead or contacts. The Salesfusion Activities panel in Sugar enables sales users to use email templates to reach out to lead or contacts.

One particular feature I found useful is the ability to select at which phase a lead or contact will enter a nurture campaign. For example, if one of your leads has already received an introduction email from a previous campaign, you can choose to skip that step when adding them to another campaign.

Adding a Contact to a nurture campaign using the Salesfusion Activities panel in SugarCRM. Adding a Contact to a nurture campaign using the Salesfusion Activities panel in Sugar.

In Conclusion

With the acquisition of Salesfusion, SugarCRM has taken a big step towards helping businesses align their sales and marketing. And, with the strong integration between these platforms, I think it’s safe to say these are very exciting times for Sugar users!

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