Download - Introducing the Power of G Suite (Google Apps for Work) and CRM


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Introducingthe Power of G Suite (Google Apps for Work) and CRM

AgendaGoogle Cloud and G Suite Update

Adding CRM to your everyday toolkit for Sales Processes

Tying it all together: Making G Suite and CRM work together seamlessly

ViWo Introduction

[email protected]

Google Cloud

Googles unique and broad portfolio of products, technologies and services that let customers operate easily in a digital world with the performance they demand.




ManagementOne account for everything.

G Suite is a set of intelligent apps designed to bring people together, with real-time collaboration capability built in from the start.G Suite

Google Apps for Work is an integrated solution. Its one login to create, to collaborate, to share, to meet and connect, and it works from any device. Its super simple, because it gets the technology out of the way as much as possible. And it gets results.

We built it to be the software equivalent of putting everyone in a room together. Our goal with it isnt just to make an integrated set of tools in the cloud its to make a better engagement experience for people at work.

Smarter storageSmarter schedulingSmarter spreadsheetsSmarter documentsSmarter presentationsDrive for teamsMeetings for teams

Mobile Workers are a Part of Every Company and FunctionVP of SalesAccount ManagerProduct ManagerField Marketing ManagerBusiness DevelopmentGeneral Counsel

RecruiterCEOVP of FinanceField Support




Google Cloud

W-Systems [email protected]

Adding CRMCRM is used to organize sales and marketing processes.

Adding CRMKey processes to start with:Sales Prospecting

Revenue Pipeline Management

Account Management

Interaction Management


Introducing SugarSugar is one of the most innovative, flexible and affordable CRM systems on the market today.

Sugar has 1.5 million users worldwide in organizations ranging from small businesses with 10 users to IBM with 80,000 users

Sales Prospecting in SugarInbound Leads from MarketingSales Prospect DiscoveryUnified Qualification Criteria

Revenue Pipelines in SugarEnsure that revenue opportunities keep moving through the sales processCollaborate on key opportunitiesAutomate proposal process

Account Management in SugarEnsure that existing customers get the appropriate amount of attentionEnsure product and service cross sellingUncover problems before it is too late

Interaction Management in SugarInteractions leads to sales all the timeMeasure your teams activity levels across meetings, calls and emails

Sugar and G Suite Working TogetherCreate CRM contacts and leads from G SuiteArchive emails to SugarInstantly lookup CRM contacts in G SuiteSync calendar and contacts between Sugar and G SuiteCreate notes, tasks, opportunities, and cases from G SuiteSelect Sugar email templates to use in G SuiteView contacts' social networks including LinkedIn, Twitter, Facebook

GmailAccess key information about a contact from CRM within Gmail


Gmail + Sugar

Access key information about a contact from CRM within Gmail.


Access SugarCRM without leaving Gmail

Create CRM Records from G Suite

Create and edit any contact, account, opportunity, or task right from within Gmail.


Sidebar view

View of a contact

Tracking Emails

Email Templates + Followups

Archive Emails from Gmail to Sugar

Users can easily save any email to opportunities, contacts, leads, accounts, cases...

You can choose to add any attachments included on emails as well.


Sidebar view

View of a contact

Tracking Emails

Email Templates + Followups

Track Opens and Clicks from Sent Email

Instantly know when a prospect has viewed your email or clicked a link.

Track Opens and Clicks from Sent Email

Sidebar view

View of a contact

Tracking Emails

Email Templates + Followups

Questions and Answers

Contact InformationSarah FriedlanderW-Systems Corp. [email protected]

This event is being recorded. The recording will be posted on the W-Systems SugarCRM blog 24-48 hours post webinar, and a link will be sent out to all registrants.Dennis SmithW-Systems Corp. [email protected] Joey MallerViWo [email protected]