Accelerators
Partner Solutions
Professional Services
Collections
Sign In
Accelerators
Partner Solutions
Professional Services
Collections
Sugar Sell
by UiPath
0
Integration Service Connector
0
Summary
Summary
Overview
Overview
Sugar Sell is a sales automation software that operates on the cloud and is suitable for businesses of all sizes. The platform offers an array of functionalities, including lead management, opportunity management, account management, contact management, reporting, collaboration, product management, quote management, sales forecasting, and business process management (BPM).
To connect with your Sugar Sell instance, visit the Sugar Sell authentication page to learn more about creating a connection. Once you're connected, you can automate sales management, reporting and analytics creation, and more throughout the sales cycle.
The Sugar Sell connector supports events via polling. You can find more information about the events supported for the Sugar Sell connector on the Sugar Sell events page.
Furthermore, you can use the connection to enable Sugar Sell activities in UiPath Studio and build automations that interact with your Sugar Sell data. These activities enable you to execute create, read, update, and delete operations on your Sugar Sell objects.
If you require additional information about the Sugar API, you can refer to the SugarCRM support platform to access the provider documentation.
Features
Features
Some of the Sugar Sell’s key advantages are:
- lead management capabilities, helping businesses easily capture, track, and prioritize leads in a centralized location.
- opportunity management allows businesses to track opportunities throughout the sales cycle, from initial contact to close. This feature also includes tools for forecasting revenue and managing sales pipelines.
- account and contact management features, which allow businesses to organize and manage their customer data, including contact information and account details.
- reporting and analytics to generate detailed reports on sales performance and track progress towards sales goals.
- team collaboration, such as task assignment and communication tools.
- product management and quote management, that allow businesses to manage their product catalogs and create quotes for potential customers.
- business process management (BPM) features which allow businesses to automate and streamline their sales processes.
Technical
Updated
Sep 6, 2023Tags
sales
bpm
reporting
Analytics
crm
contact
lead
Opportunity
account
sugar sell
quote
Application
Sugar Sell
Support
Link: https://www.uipath.com/company/contact-us/contact-technical-supportUiPath Standard Support, see your Service Agreement.
Resources
Similar Listings
