Integrating Magento Store with SugarCRM System - PowerPoint PPT Presentation

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Integrating Magento Store with SugarCRM System

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Find out how you can integrate your Magento store with SugarCRM the easiest possible way. Just install a couple of plugins, configure a few settings and you are done, Saas based integration solution allows your sales team to get complete knowledge of your business, customers and orders from Magento store in your SugarCRM system. View More : – PowerPoint PPT presentation

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Title: Integrating Magento Store with SugarCRM System


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How to Integrate Your Magento Store with SugarCRM
Magento is an open source ecommerce
platform with matchless flexibility. Magento
is preferred largely because of the features
it has on offer including powerful marketing
and SEO tools. Clearly, Magento is
one of the best ecommerce platforms chosen
by store owners around the globe. Sugar-CRM on
the other hand is one of the most ideal CRM
solutions that offer robust CRM features for a
reasonable price.
Undeniably, your e-commerce platform and your CRM
software are two of the most important elements
of your store. And integrating the best
of both can help you manage your business much
better.
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  • Why Integrate Magento and SugarCRM?
  • Lets first understand why integrating Magento
    with SugarCRM is a good idea.
  • Integrating Magento and SugarCRM allows your
    accounting and sales team to sync all the
    data of your business, customer, and orders
    from your Magento system into your SugarCRM
    system.
  • You dont have to keep duplicate entries for
    orders and customers.
  • It helps in improving your
    functional efficiencies through
    SugarCRM/Magento.
  • You can process customer orders and their status
    within SugarCRM as it is integrated with Magento.
  • How To Integrate Magento and SugarCRM
  • You can easily integrate Magento with
    SugarCRM using Biztechs proprietary Magento
    SugarCRM integration solution. Our solution is a
    two way process. You can integrate data from
    SugarCRM to Magento and vice versa.
  • To make this integration possible we have
    developed
  • A custom Magento extension to use in the
    integration process. You can use all default
    modules of Magento here.
  • A custom SugarCRM plugin which is to be
    installed in your SugarCRM copy. Select
    custom modules like for the Category,
    order, product, and default module for
    customers.
  • We have also developed a developed PHP based
    integration Gateway to run on our
    server. It does the job of
    receiving data from SugarCRM/Magento and
    passes it on to the other system. When
    the integration starts, transfer data from
    SugarCRM to Magento and Magento to SugarCRM. It
    uses a central DB and stores data temporarily, in
    case the system gets down.
  • Using our integration solution you can You can
    link the following modules.

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You can also integrate extra modules if
required using our customization
services. Biztechs Integration Gateway Our
Gateway has a modern and user friendly interface
which gives up to date information on what
data has synced between both the systems.
Some of important elements of our Gateway
are Dashboard
After logging in to the integration gateway, the
admin can access the dashboard. The dashboard
shows interactive charts and tabs for ease of
access to admin. You can access synced logs
and synced issues from the menu bar for
better support.
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Customer Module
Integrate the complete portfolio of your customer
with their specific account details in SugarCRM.
The user can view the customer profile with
synced details here. All activity in Magento gets
directly reflected in SugarCRM, like first name,
last name, email, billing address, shipping
address, etc. in syncing process.
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Category Module
Category module offers a complete overview of
product categories. You can use customized
modules in SugarCRM for categories.
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Product Module
The product module offers a complete overview of
the accounting/sales and inventory details of any
product of any specific customer. You can use
customized module of SugarCRM with basic details
like SKU, name, type, description, price, etc, in
the syncing process. You can use various types of
products in the syncing process.
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Sales Module
It provides a complete picture of sales and order
status details. It reflects customer name,
product details, addresses, payment method, order
amount etc. You can use customized module in
SugarCRM for Order and Order lines. If product of
Order Line exists in CRM, then Order Line will be
synced. For Order Module, you can use basic
details like Order No. Customer, Customer
Address, Shipping Description, Payment Method,
Items, rate, Qty, Amount, Grand Total etc. in
syncing process. To Conclude Magento-SugarCRM
integration not only helps in ease of management
but also generate leads and conversion in
SugarCRM by keeping a check on buyer actions on
Magento based ecommerce store. It helps in
understanding customer behavior by analyzing
vital data related to popular searches by the
customers, most viewed products, best selling
products, and other customer insights. It also
assists you in targeting potential customers for
email marketing and other promotional activities.
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support_at_biztechconsultancy.com With Biztechs
Integration Solution all this becomes as easy as
handling a few settings. To know more about this
solution visit the product page.
  • Reference
  • https//store.biztechconsultancy.com/
  • https//store.biztechconsultancy.com/magento-sugar
    crm-integration.htm
  • https//store.biztechconsultancy.com/magento-quick
    books-integration.htm
  • https//store.biztechconsultancy.com/magento-suite
    crm-integration.htm
  • https//store.biztechconsultancy.com/magento-odoo-
    integration.htm
  • https//store.biztechconsultancy.com/magento-suite
    crm-integration.htm
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