Epicom’s Sugar Integration for Slack combines Slack, an effective group communication tool, with Sugar, a powerful and affordable CRM platform. Your team can view and collaborate on Sugar data for Accounts, Leads and Cases within Slack. The integration has three main functions: commands, reports (notifications), and questions. Users interact with sugarbot, a fun character who retrieves information from Sugar, using predefined commands and questions. Reports are received as notifications on a weekly or monthly basis--choose from a list of predefined reports such as weekly new leads or opportunities won each month.
sugarbot will be able to view:
sugarbot will be able to do:
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