SAVE THE DATE! KMWORLD 2019 in Washington DC NOVEMBER 5 - 7, 2019

 

Collaborative CRM



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MindTouch, which touts itself as an open source alternative to Microsoft SharePoint, has integrated with SugarCRM, a provider of commercial open source customer relationship management (CRM) software. The companies say the combination of their platforms allows organizations of all sizes to create collaborative environments across their businesses to improve customer and service relationships.

The MindTouch and SugarCRM joint solution enables sales teams to collaborate on the sales process by creating team sites for sales and/or services engagements. Because the average five- or six-figure sales transaction can encompass hundreds of e-mails, phone calls and notes, all with very specific information, the advantages of having an actionable base of interconnected information give these teams more opportunities to complete the sale, identifying opportunities for upselling and adding value in many additional ways. Services account teams, managing multiple revisions of service agreements and statements of work, are further assisted by this powerful integration as it helps them identify opportunities, track customer conversations and build upon account relationships to add additional streams of revenue.

Download a copy of the 30-day free trial version here.

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