Integrating Your SugarCRM with Genesys

Nablasol
4 min readMay 7, 2024

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Genesys plugin for SugarCRM

The NBL Genesys plugin is an add-on for SugarCRM that combines SugarCRM with Genesys Cloud, formerly PureCloud, to improve customer relationship management’s capabilities and efficiency. Here’s a thorough analysis of how it benefits companies:

Toggle-to-Change feature

Agents can now make calls straight from SugarCRM through the click-to-dial feature introduced by the NBL Genesys plugin. This functionality streamlines the outgoing call process, saving agents time and boosting productivity.

Call Recording

The SugarCRM platform’s call Record interface

The SugarCRM platform automatically logs both incoming and outgoing calls. This guarantees that all call data is readily available for use in reporting, customer support, and follow-up sales.

Connectivity to SugarCRM Modules

Plugin interface

The plugin uses call data to retrieve pertinent CRM data, including Leads, Cases, Contacts, and Accounts. Because of this integration, agents may retrieve and use consumer information during calls with greater speed and coherence.

Management of Multiple Interactions

Agents can concurrently manage several conversations in SugarCRM and Genesys Cloud. Agents who manage a variety of customer interactions and must quickly transition between activities will find this capability especially helpful.

Smooth CRM Integration

The NBL Genesys plugin’s integration of Genesys Cloud with SugarCRM offers a smooth call management and customer relationship management experience. This contributes to improving customer interactions and raising customer engagement.

User Interface

User Interface

The PureCloud popup, a feature of the Genesys Cloud integration, can be repositioned to suit the user’s taste. It is normally displayed in the right corner of the screen. Agents can personalize their workspace to their preferences because of the user interface’s versatility.

Business Advantages

  • Time Efficiency: Agents can spend more time interacting with customers rather than handling administrative duties thanks to the click-to-dial and automatic call logging capabilities.
  • Boost Productivity: Agents can handle calls more skillfully and efficiently if they have simple access to client information and the capacity to manage many transactions.
  • Better Customer Service: The integration makes sure that agents always have access to customer information, which makes it possible for them to offer prompt, individualized assistance.
  • Data accessibility: It is simpler to evaluate data and make wise business decisions when call logs and customer interactions are kept in CRM.
  • Support and Compatibility: Businesses may rely on the plugin regardless of their unique CRM setup thanks to its support for numerous SugarCRM editions and versions.

Conclusion

For companies looking to improve customer interaction and streamline their CRM procedures, the NBL Genesys plugin is revolutionary. Through the smooth integration of Genesys Cloud’s robust call management features with SugarCRM, this plugin enables businesses to provide outstanding customer experiences while increasing the productivity and efficiency of their agents.

The NBL Genesys plugin guarantees that all client contacts are reliably recorded and easily accessible by eliminating the need for manual data entry with features like click-to-dial, automatic call logging, and seamless connectivity with SugarCRM modules. In addition to giving agents a comprehensive perspective of client interactions and saving them significant time, this allows for more informed decision-making and individualized service.

Additionally, agents can manage several client conversations at once thanks to the plugin’s multi-interaction management features, which promote an effective and efficient workflow. In today’s fast-paced corporate world, when customers want immediate and attentive SugarCRM service across numerous channels, this flexibility is very significant.

The NBL Genesys plugin is a dependable and easy-to-use solution that serves companies of all sizes and in a variety of industries, and it is supported by Nablasol’s knowledge and assistance. Thanks to SugarCRM’s interoperability with numerous editions and versions, organizations may easily integrate this potent technology into their current CRM infrastructure, reducing disruptions and optimizing return on investment.

To sum up, companies looking to improve agent productivity, boost client experiences, and elevate their customer relationship management strategies should consider the NBL Genesys plugin for SugarCRM. Through the integration of call management and CRM, this plugin enables businesses to remain competitive and prosper in today’s ever-changing business environment.

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Nablasol
Nablasol

Written by Nablasol

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Helping businesses gain customer trust with a people-first approach to digital transformation. https://www.nablasol.com/

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