SugarCRM CRM Live Chat & Help Desk Plugin
Integrate Live Chat and Voice Chat to the fastest growing Opensource Business and Social CRM
Integrated chat and helpdesk for your Sugar CRM
SugarCRM has been emerging as a powerful hosted CRM and is being recognized as the fastest growing CRM software company.
ClickDesk integrates deeply with SugarCRM to pull out the lead's profile on to the IM. The operator can update the leads information by adding a note, post-chat transcript and view profile on IM.
SugarCRM Plugin
SugarCRM Plugin Features
- Get complete information of the web visitor from your SugarCRM database. Look up a visitor's email in SugarCRM and get all the relevant information.
- Get the leads' information and profile URL directly on your IM when the prospects initiates the live chat on your website.
- Insert post-chat transcript or a note for the lead in your Sugar CRM directly from your IM with a short command.
- The integration automatically add the current chat transcript to the lead's note of your CRM.
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ClickDesk - SugarCRM Integration Guide
Step 1: Signup and Add agents
- Signup for an account and verify your email if you have not done it already.
- Login to your Dashboard and add an agent.
- Confirm your operator IM (Skype or Google talk) id by accepting the contact requests.
Step 2: Get your code
- After adding an agent, click on "Departments & Code".
- Copy your live chat code.
- Paste this code just before the closing body tag at the end of your webpages to make ClickDesk appear on those pages
Step 3: Activate SugarCRM Plugin
- In the ClickDesk dashboard, Go to Live chat -> Plugins & Integrations.
- Click on the Sugar CRM block. Enter your Sugar username, password and URL.
Step 4: Retrieve Lead Info
- Your SugarCRM plugin is now active on your account.
- When a customer enters your website and leaves his email to initiate a live chat, the operator receives customers' information directly on their IM.
Step 5: Add post-chat note
- Chat transcripts allow the operator or the other members in the team to go through the situation at a later stage and help them keep track of the customer.
- Once the integration with SugarCRM is setup, the post-chats are automatically added to the leads profile in the notes section.
Step 6: Add Note Manually
- In addition to the entire chat transcript (post-chat) that gets added automatically, the operator can add a desired message to the particular lead's note.
- To add a note for the existing lead at any time during the chat conversation, send /note message in Gtalk or \note message in Skype.
