Our client, an asset management company with several billion dollars under management, needed to provide the easiest method of linking emails for a highly mobile and distributed sales force.
The sales team used their mobile phone as their primary email tool, and traditional Outlook based email plugins were not effective enough for the fast-paced users. UpCurve Cloud implemented the Riva CRM Integration tool for Sugar as a solution.
The Riva tool makes a direct connection between Sugar CRM and the email server and does not need any client component or user interaction to accomplish this task. With this solution in place, the customer has better and real-time insight to client communications and can share this easily among the users of Sugar, who need to help service the clients.