How SugarCRM Email to Leads works & Why it is essential for all Businesses?

The Email to Lead plugin is capable of automating the lead generation workflow of your company. Every firm uses a professional email for communicating with their clients, leads, prospects. What if we say that there is a way through which every new email received to the business email account will create a brand new lead/prospect/opportunity in your CRM (Customer Relationship Management) software. In this article, we are going to focus on the functionalities, benefits, and uses of lead generation extension in depth.

Overview

The add-on “Email to Leads” can seamlessly integrate with SugarCRM, which is also another amazing piece of software. Once the plugin is linked to a SugarCRM account then all new emails that you receive will be saved as new records in the module you want. In this way, instead of performing tedious and repetitive data entry, you can better focus on more productive tasks. Due to the minimal human interference, the extent of clerical errors and typos will reduce too. Long story short, the plugin delivers two great benefits, the first is automated lead generation and the second is high-quality/error-free work.

How SugarCRM Email to Lead Works?

Let us demonstrate to you through a series of snapshots.

Leads you receive from an incoming email, usually have a standard format. According to this format, one lead is sent at a time with basic information like name, phone number, email address, etc are inserted into the email body. See the screenshot below and you will understand what we are talking about.

As you can see, all the essential information is in the text body. After that, our plugin will scan the entire email and parse the information into the relevant fields. For example values like the first name, mobile number, website, etc will be automatically saved into their respective fields in the SugarCRM module.

See! The entire process is end-to-end automated. From receiving the email to converting it into a lead, the whole procedure is just a matter of seconds. As soon as you receive an email on the designated email address, it will convert into a lead.

Industry applications of “Email to Leads or Anything”

When you are working on the enterprise level, it becomes crucial to have a standard operating procedure across all departments. Whether it’s sales, marketing, management, or whatever else, your data structural integrity should be sound. Our plugin makes things easier on the way to achieving this goal.

1. First of all, it converts unstructured email data into valuable leads that can drive sales to your business.

2. Secondly, the entire process is automated. This means you get to save a lot of valuable time.

3. The parsed data will be consistent and the format will be ideal for all users.

Features of SugarCRM Email to Lead Extension

Till now, you know what this plugin does, how it works, and its benefits at the enterprise level. Now, the time comes when we’ll tell you about the features.

1. When using our add-on then users are not limited to the Leads module only. If you want then you can create the record in other SugarCRM modules including Opportunities, Prospects, Contacts, etc.

2. With the help of predefined tokens, all your fields can be easily mapped into the SugarCRM module. One thing for sure is that there will be no inconsistency if used in the correct way.

3. While configuring the settings of this plugin, you will have an option to choose which emails you want to fetch in the SugarCRM. Suppose you only want to convert emails into leads that you received after plugin installation then it is possible to do so. There are a bunch of options like All, Unanswered, etc or you can choose a custom date too.

4. In case of a duplicate Email Address, Subject line, or Phone Number, no new record will be created by the plugin.

5. Furthermore, you will be able to parse the email address of the sender. There is a “No Email Key” option if the source of the email is different.

This extension is compatible with all SugarCRM versions and variants like Sugar Sell, Sugar Market, Sugar Serve, Sugar Enterprise (On-Premises), Sugar Professional, and SugarCloud.

Pricing and Offers

The price of the SugarCRM Email to Lead plugin is $499 USD. Not just this, you can also have a 3-days free trial before that you don’t need to pay a cent. After that, you will only need to pay a one-time price. We offer seasonal and promotional offers, so make sure you check out the website, in case you don’t want to miss out on anything.

The Bottom Line

In the end, we just want to say SugarCRM Email to Lead or anything is a great tool for all B2B companies. It automates recurring and time-consuming tasks, minimizes potential clerical errors/typos, organizes data in an efficient way, and a lot more.