Make the Most of SugarCRM with Cloud Backup on Box
By: Plugin Team
Tags: Box, CRM, Crm Tool, Technology, SugarCRM

As a business, the customers’ data is the most important thing to manage. Be it a critical sale that needs to be pushed over the line, or a lead that needs to be qualified, the time critical nature of these processes makes it important that the sales team has easy access to all the material they may need related to the potential clients.

We know that CRM is a great tool to manage customer data in an organised manner, providing us the ability to link records with particular documents and vice versa, providing important context for each case. How do we make it so the documents are more accessible as well as easy to manage in the structure the CRM creates for us with modules? Luckily, there’s an answer.

Cloud Storage

The most popular solution to the conundrum of accessibility is cloud storage. Cloud storage enables any data to be saved in the cloud, so that you can access it online whenever you like.

Cloud backup is a popular practice among businesses where the documents are accessed and edited in different platforms, but in the end they are saved onto the cloud as well for added convenience.

Box Cloud Storage

Box is a cloud storage solution that offers all the portability and accessibility of the typical cloud solutions with enhanced security features, putting you in control of what is accessible to whom. It has emerged as a popular choice among businesses because it offers integrations for several different workflow applications.

Importantly, one of the applications that benefits from integration with Box is SugarCRM. What is critical is to keep the data as organized as it is within a CRM hierarchy.

Introducing RT SugarBox

RT SugarBox is a one-of-a-kind solution that combines the portability of cloud storage with the organisation of CRM. With a simple set-up, you can synchronise your CRM documents with cloud storage such that linked records are organised by folder hierarchies, meaning you can find a document in its specific folder if it’s been associated with a contact, account, or opportunity etc. The hierarchical nature of storage enables easy management and control of documents. The CRM scheduler works to periodically back up all data, including any changes that may have been made.

Bidirectional Sync

SugarBox syncs documents both ways.

One of the best features of SugarBox is that not only can you back up documents from Sugar to Box, but also the other way round. Add a document to Box and it gets synced to your CRM without any complications, providing a flexible solution for organization on the go.

Easy Integration

SugarBox is a simple plugin that simplifies Box integration with CRM. Immediately upon installing the plugin, you are asked for permission to access your Box account, and with a single click, the synchronization is started.

Organization

SugarBox organizes documents by modules.

The biggest advantage of SugarBox is its ability to organize your documents for you. If your documents are linked to a specific module, say a contact, SugarBox will create a folder for that contact name inside a folder named Contacts, and place the document there. The same is done for other modules, such as Accounts, Opportunities and Leads. You can easily find any documents by looking for the related module folder.

Get RT SugarBox for SugarCRM

To get the most out of your CRM with the help of Box cloud storage, download the RT SugarBox plugin here. We also offer a similar solution for SuiteCRM, the free and open-source alternative to Sugar, on Suite Store.

For any further enquiries, and for CRM solutions tailor made for your needs, reach out to Rolustech at support@rolustech.com or visit our website www.rolustech.com.