SugarCRM CRM Live Chat & VoIP Call HelpDesk Plugin
Integrate LiveChat to the fastest growing Opensource Business and Social CRM
Integrated live chat helpdesk for your Sugar CRM
Sugar CRM has been emerging as a powerful hosted CRM and is being recognized as the fastest growing CRM software company. ClickDesk live chat integrates deeply with SugarCRM to pull out the leads' profile on to the IM. The operator can update the leads information by adding a note, post chat transcript and view profile SugarCRM profile on IM
SugarCRM Plugin
Sugar CRM Livechat Integration Features
- No installation or programming knowledge required. Enter your Sugar CRM credentials to get started
- 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 Operator
- Signup for an account and verify your email if you have not done it already
- Login to your Dashboard and add an operator
- Confirm your operator IM (Skype or Google talk) id by accepting the contact requests
Step 2:Get your code
- After adding the operator, click on "Copy code to your site"
- Create a new department and assign operator(s)
- Click on "Get your code" link. Copy the code and paste it just before the body closing tag of your webpages
Step 3:Activate SugarCRM Plugin
- In the ClickDesk dashboard, Go to Preferences -> Plugins
- Scroll down to find Sugar block. Enter your Sugar username, password and URL at which it's installed
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
- Clicking on the profile link in the IM shall directly open the profile of that particular lead
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 note section for future reference and Quality analysis of the live chat sessions
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
