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Integrating Magento Store with SugarCRM

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 : https://store.biztechconsultancy.com/magento-sugarcrm-integration.htm

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 : https://store.biztechconsultancy.com/magento-sugarcrm-integration.htm

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How to Integrate Your <strong>Magento</strong> <strong>Store</strong><br />

<strong>with</strong> <strong>SugarCRM</strong><br />

<strong>Magento</strong> is an open source ecommerce platform <strong>with</strong> matchless flexibility.<br />

<strong>Magento</strong> is preferred largely because of the features it has on offer including<br />

powerful marketing and SEO tools. Clearly, <strong>Magento</strong> is one of the best<br />

ecommerce platforms chosen by store owners around the globe. Sugar-CRM on<br />

the other hand is one of the most ideal CRM solutions that offer robust CRM<br />

features for a reasonable price.<br />

Undeniably, your e-commerce platform and your CRM software are two of the<br />

most important elements of your store. And integrating the best of both can<br />

help you manage your business much better.<br />

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Why Integrate <strong>Magento</strong> and <strong>SugarCRM</strong>?<br />

Let’s first understand why integrating <strong>Magento</strong> <strong>with</strong> <strong>SugarCRM</strong> is a good idea.<br />

● <strong>Integrating</strong> <strong>Magento</strong> and <strong>SugarCRM</strong> allows your accounting and sales<br />

team to sync all the data of your business, customer, and orders from<br />

your <strong>Magento</strong> system into your <strong>SugarCRM</strong> system.<br />

● You don’t have to keep duplicate entries for orders and customers.<br />

● It helps in improving your functional efficiencies through<br />

<strong>SugarCRM</strong>/<strong>Magento</strong>.<br />

● You can process customer orders and their status <strong>with</strong>in <strong>SugarCRM</strong> as it is<br />

integrated <strong>with</strong> <strong>Magento</strong>.<br />

How To Integrate <strong>Magento</strong> and <strong>SugarCRM</strong><br />

You can easily integrate <strong>Magento</strong> <strong>with</strong> <strong>SugarCRM</strong> using Biztech’s proprietary<br />

<strong>Magento</strong> <strong>SugarCRM</strong> integration solution​. Our solution is a two way process. You<br />

can integrate data from <strong>SugarCRM</strong> to <strong>Magento</strong> and vice versa.<br />

To make this integration possible we have developed:<br />

● A custom <strong>Magento</strong> extension to use in the integration process. You can<br />

use all default modules of <strong>Magento</strong> here.<br />

● A custom <strong>SugarCRM</strong> plugin which is to be installed in your <strong>SugarCRM</strong><br />

copy. Select custom modules like for the Category, order, product, and<br />

default module for customers.<br />

● We have also developed a developed PHP based integration Gateway to<br />

run on our server. It does the job of receiving data from<br />

<strong>SugarCRM</strong>/<strong>Magento</strong> and passes it on to the other system. When the<br />

integration starts, transfer data from <strong>SugarCRM</strong> to <strong>Magento</strong> and <strong>Magento</strong><br />

to <strong>SugarCRM</strong>. It uses a central DB and stores data temporarily, in case the<br />

system gets down.<br />

Using our integration solution you can You can link the following modules.<br />

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You can also integrate extra modules if required using our customization<br />

services.<br />

Biztech’s Integration Gateway<br />

Our Gateway has a modern and user friendly interface which gives up to date<br />

information on what data has synced between both the systems. Some of<br />

important elements of our Gateway are:<br />

Dashboard<br />

After logging in to the integration gateway, the admin can access the dashboard.<br />

The dashboard shows interactive charts and tabs for ease of access to admin.<br />

You can access synced logs and synced issues from the menu bar for better<br />

support.<br />

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Customer Module<br />

Integrate the complete portfolio of your customer <strong>with</strong> their specific account<br />

details in <strong>SugarCRM</strong>. The user can view the customer profile <strong>with</strong> synced details<br />

here. All activity in <strong>Magento</strong> gets directly reflected in <strong>SugarCRM</strong>, like first name,<br />

last name, email, billing address, shipping address, etc. in syncing process.<br />

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Category Module<br />

Category module offers a complete overview of product categories. You can use<br />

customized modules in <strong>SugarCRM</strong> for categories.<br />

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Product Module<br />

The product module offers a complete overview of the accounting/sales and<br />

inventory details of any product of any specific customer. You can use<br />

customized module of <strong>SugarCRM</strong> <strong>with</strong> basic details like SKU, name, type,<br />

description, price, etc, in the syncing process. You can use various types of<br />

products in the syncing process.<br />

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​support@biztechconsultancy.com<br />

Sales Module<br />

It provides a complete picture of sales and order status details. It reflects<br />

customer name, product details, addresses, payment method, order amount<br />

etc. You can use customized module in <strong>SugarCRM</strong> for Order and Order lines. If<br />

product of Order Line exists in CRM, then Order Line will be synced. For Order<br />

Module, you can use basic details like Order No. Customer, Customer Address,<br />

Shipping Description, Payment Method, Items, rate, Qty, Amount, Grand Total<br />

etc. in syncing process.<br />

To Conclude<br />

<strong>Magento</strong>-<strong>SugarCRM</strong> integration not only helps in ease of management but also<br />

generate leads and conversion in <strong>SugarCRM</strong> by keeping a check on buyer actions<br />

on <strong>Magento</strong> based ecommerce store. It helps in understanding customer<br />

behavior by analyzing vital data related to popular searches by the customers,<br />

most viewed products, best selling products, and other customer insights. It also<br />

assists you in targeting potential customers for email marketing and other<br />

promotional activities.<br />

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With Biztech’s Integration Solution all this becomes as easy as handling a few<br />

settings. To know more about this solution visit the​ ​product page​.<br />

Reference :<br />

● https://store.biztechconsultancy.com/<br />

● https://store.biztechconsultancy.com/magento-sugarcrm-integration.htm<br />

● https://store.biztechconsultancy.com/magento-quickbooks-integration.htm<br />

● https://store.biztechconsultancy.com/magento-suitecrm-integration.htm<br />

● https://store.biztechconsultancy.com/magento-odoo-integration.htm<br />

● https://store.biztechconsultancy.com/magento-suitecrm-integration.htm<br />

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