TextExpander is now a SugarCRM partner! Now, Sugar users can download TextExpander as an add-on to Sugar to get even more out of the platform.
What is SugarCRM used for?
Sugar is used for multi-channel marketing automation, sales, and marketing team alignment, and funnel feeding/pipeline building.
Sales and marketing teams use Sugar to:
- Create content and campaigns
- Engage their audience
- Predict what customers want next
- Understand what’s working and what’s not
What does Sugar integrate with?
SugarCRM integrates with thousands of apps, including MailChimp, Outlook 365, Zendesk, PandaDoc, Quickbooks, DocuSign, RingCentral, and now TextExpander.
For a full list of apps that integrate with SugarCRM, check out SugarOutfitters, Sugar’s marketplace for apps.
Why TextExpander is the perfect SugarCRM partner
To demonstrate the combined power of TextExpander and SugarCRM, we’ve created seven example Snippets to help busy customer service, marketing, and sales professionals spend less time entering data and more time helping customers and closing deals. See why TextExpander is the perfect SugarCRM partner!
Not able to play the video? Click here to watch the video
- Click the example Snippet link.
- Sign in to your TextExpander account.
- Click Subscribe to add the Snippet Group to your account.
Once installed, you can view the SugarCRM Examples Snippet Group by opening the TextExpander desktop app and looking under Shared in the sidebar.
And don’t forget to try inline search for quickly finding and activating these snippets without memorizing abbreviations! Press Control-/ in Windows, Command-/ in macOS, or Control-. in Chrome to try it! Search for “sugar.” See Searching In Place With Inline Search.
Fast, consistent tags in SugarCRM
Tagging is a powerful way to add freeform data to accounts, contacts, leads, and opportunities that doesn’t fit in any other field. For instance, let’s say you want to mark all leads that are ready to buy your product. You could add the tag “ready” to the account or lead, and then click that tag to see all customers who are ready to buy.
But that only works if your tags are consistent. If one account executive tags accounts with “ready” and another tags accounts with “readytobuy,” you’re not going to see all of your eager accounts by clicking “ready.”
Here at TextExpander, our brilliant support team uses snippets to make tagging both more efficient and consistent. We’ve borrowed their wisdom to develop a snippet for SugarCRM.
With our sample Snippet Group installed, enter a Tag field and type “sctag.” A new window appears with options for:
- Marking whether it’s a new or existing account
- The account size: SMB, SME, or Enterprise
- Whether the lead has been qualified
- Answering if the lead is ready to buy
- Denoting if the customer insists on a discount
Simply make your selections…
And the Snippet automatically fills in the correct tags.
To customize the Snippet for your organization, right-click it and choose Duplicate to add a new copy to your Snippet Library that you can edit.
Quick, consistent customer descriptions
SugarCRM’s Description field lets your reps add miscellaneous notes to an account or contact. TextExpander can automate the addition of notes to save your team time and make those notes easier to scan.
Enter the Description field and type “scdsc.” A new window appears with options to fill out. Here’s a tip: try the included “scdate” Snippet to automate filling in the current date.
Click OK and TextExpander gives you a clean, consistent Description.
Choose SugarCRM Industries quickly
SugarCRM helps you autofill your account’s industry, but TextExpander can make that process just a bit quicker. Let’s say you work with many tech companies. If you type “tech” into SugarCRM’s Industry field, you get two options: Biotechnology and Technology, with Biotechnology being the default.
We’ve constructed a Snippet to make assigning the Tech industry faster. Enter the Industry field and type “scti.” Our Snippet automatically types “tech,” arrows down to select the Technology industry, and then presses Return for you.
This Snippet might only save you a second or two, but those seconds add up to minutes that you’re not spending generating revenue or helping your customers. And it shows you how TextExpander can shave off the rough edges in your workflow to make your processes smoother and more efficient.
Enter titles in SugarCRM in a snap
We’ve shown you some advanced TextExpander capabilities. Now let’s talk about the sort of simple Snippets that are TextExpander’s bread and butter. For example, when you’re filling out a contact’s business card.
How many times per week do you type Director, Manager, Vice President, or any specific job title? We’ve included three Snippets to speed up typing those common titles, saving your team time and downtime from repetitive stress injuries:
- scvp: Vice President
- scdi: Director
- scm: Manager
Of course, you can create your own Snippets for whatever titles you interact with often, like Account Executive or Account Manager.
One last tip on Snippet Group prefixes
Be sure to check out our guide to Snippet prefixes. The Group prefix for our SugarCRM Snippet Group is “sc.” When you create a Snippet in a Group that has a prefix, the prefix is added automatically to the beginning of the Snippet’s abbreviation. So if the Group prefix is “sc,” if you create a snippet with the abbreviation “vp” the prefix is applied automatically so the full abbreviation is “scvp.” However, if you move that Snippet to another group without a prefix, the abbreviation is shortened to just “vp”. If you move it to a Group with a prefix of “am” then the full abbreviation would be “amvp”.
Snippet Group prefixes are a powerful way to make it easier to create Snippet abbreviations and avoid conflicts, but they sometimes confuse new customers.
Try TextExpander with SugarCRM today!
Here are a couple more resources to learn more: