Get the best out of CRM with Google Integration
By: Plugin Team
Tags: Crm Solution, CRM, Google, Suitecrm, SugarCRM

Google services have increasingly become an essential part of everyday lives, be it for business or personal use. Multiple Google services such as Drive cloud storage, and synchronization of contacts and calendars across different platforms serve a key function in streamlining business activities.

Sync CRM and Google Services with GSync

CRM is a great sales automation tool used by businesses worldwide for simplification and visualization of their sales pipeline. It offers some useful features for daily sales activities, but one of the shortcomings for CRM platforms such as SugarCRM and SuiteCRM is their inability to streamline data across platforms.

Companies wanting to transfer data from a different platform will have to put in a significant amount of careful effort in simply populating their CRM with their previous data.

Each document is synced to its specific record’s folder on Drive, thus keeping the organizational aspect of Sugar intact.

With the help of RT GSync, this problem is taken care of. Companies who use Google services for streamlined functionality across platforms and devices can rest easy using CRMs, because RT GSync not only syncs your contacts and calendar from your Google account, it also syncs documents to and from your Drive, meaning you have access to all your material on the CRM platform. It seems like a no-brainer to have Google sync with CRM because in this mobile world, you can add contacts and useful notes on the go, and then have access to them when working on CRM.

Sync Calendars

It is important for any business to stay on top of the meetings and events that are scheduled with customers or leads, or otherwise. The calendars on Sugar as well as Suite are well designed to achieve the basic functionality of monitoring and creating events and schedules. RT GSync takes it up a notch by syncing the CRM calendar with your Google calendar which means you can stay updated on all events on the go via your mobile. You don’t have to work exclusively on the CRM, you can arrange a meeting at any time, and it will show up in the CRM when you log in.

Sync Contacts

Contacts are the most important asset of any sales team. Both Sugar and Suite provide a robust Contacts module that caters to your needs of storing all the vital information about a business contact be it an existing customer or a new lead. With RT GSync, not only are you able to sync contacts from CRM to Google, but any contacts you add on Google, will also sync directly to the CRM. You don’t have to worry about making sure your contacts are up to date between your phone and the CRM, because GSync is doing that for you.

Sync Documents

Documents serve an important purpose in the CRM system. Any kind of document, be it a contract, a proposal, or a report, can be stored alongside a contact to keep everything organized. With RT GSync, you can rest assured that each and every document that you upload to the CRM will be backed up to your Google Drive, ensuring that important data is not lost. One other neat feature is that each document is synced to its specific record’s folder on Drive, thus keeping the organizational aspect of Sugar intact.

How to get RT GSync

If you think your business can benefit from its features, you can get GSync for SugarCRM or for SuiteCRM. For assistance or any other queries, create a case on the store (Sugar or Suite). Otherwise you are welcome to contact support@rolustech.com. If you want to know more about our company and our other products, including customizable CRM solutions for different business needs, please visit the Rolustech website.