Stay in Touch with your Sales on the go with RT GSync
By: Plugin Team
Tags: Crm Solution, CRM, Google, Suitecrm, SugarCRM

All businesses rely heavily on the performance of their sales department. There are dedicated resources allocated to making sure the process of sales is not hindered in any way. Companies go above and beyond to make sure that their sales figures do not drop, and that their clients become repeat customers.

One of the ways the digital revolution has manifested itself in this environment is through CRM, or Customer Relationship Management software, which is a sales automation tool designed to help sales teams as well as the executive members in determining the status of their operations. It provides a birds eye view of all sales operations from opportunities to leads to actual sales made.The way this is accomplished is with the help of different modules such as contacts, documents and calendar, which all contribute to a sale one way or another.

The rapid growth of mobile communication has on the one hand given a boost to the number of ways that a business can conduct sales, but at the same time, the reconciliation of mobile activities with the CRM environment has emerged as a hurdle in keeping business streamlined, and making sure all data is available in one place.

Google’s services have made it possible for data to be synced across mobile devices, but third party applications like CRMs need special plug-ins to take advantage of these capabilities in their own environments.

You can use your Google account to sync contact information and Calendar events to the CRM.

RT GSync is a module designed to integrate Google’s core services with Sugar and Suite CRM. Just like you have access to Google contacts, calendar and drive documents anywhere you can sign in with your Google account, GSync takes it a step further and allows you to link it with your CRM instance.

Sales On the Go

It doesn’t matter if you are making connections, or creating opportunities outside of the workspace, you can use your Google account to sync contact information and Calendar events complete with all the different attributes (email addresses, notes, reminders etc.) to the CRM. You can even add a document to your drive, and it will appear in your CRM for future reference.

It works both ways. Consider that you have arranged a meeting with a lead on the CRM calendar, and sometime later you need to add some notes to that meeting for reference. Simply tap into your mobile Google Calendar app, and make the addition to the event that has been synced from your CRM. You can work from anywhere if need be. Similarly, if you meet a potential client while out of office, and you want to add them to your CRM contacts list, you can do so on your mobile.

Keep Your Backups Organized

What makes CRMs so great is the organization of records. Be it contacts, accounts, leads, opportunities or documents, you have the option to associate one with the other, meaning you have every related item close by when you are looking through any record.

RT GSync aims to keep this organizational aspect when backing up and syncing documents to your Google Drive. It creates folders in your drive named after each module. When you associate a document with a record in that module, it creates a subfolder within that folder which creates the document. This way you never lose track of which documents are related to which modules.

Getting RT GSync

If all the features mentioned above pique your interest, and you think you could enhance your business’s CRM experience by merging it with Google services, you will be happy to know that GSync is compatible with both Sugar and Suite CRM. To find out more about the plugin, visit the RT GSync website. If you want to purchase a plan, follow the links below:

For any queries, reach out to us at support@rolustech.com.

About Us

Rolustech is a certified CRM partner organization specializing in creating customized CRM solutions for businesses of all kinds. To learn more, visit our website www.rolustech.com.