Up-to-date, reliable customer satisfaction metrics can make all the difference for business owners looking to gauge their performance over time, and improve customer conversion and retention. Sourcetable lets users assess key data from SugarCRM and other apps and platforms in one simple, accessible spreadsheet, so they can build Activity and Campaign Reports and assess rep performance, user retention and satisfaction at a glance.
Syncing your SugarCRM data to Sourcetable keeps it centralized and accessible, with no tech skills required. Everyone on your team will be able to keep track of your business’ CRM data quickly and easily, without having to learn SQL or other coding languages.
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including SugarCRM. This allows product, marketing and finance teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.
Use out of the box, market-tested templates to query customer engagement data, and enhance data collaboration across your entire organisation
Analyze your SugarCRM data alongside inputs from separate platforms, instantly generating informative cross channel reports
Compile and query all your SugarCRM data in one spreadsheet to identify the business insights behind the numbers and boost customer retention.
Online businesses integrating SugarCRM with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities and engagement.
Software as a Service(SaaS) companies
Retail online stores(eCommerce)
Connect and query data from SugarCRM alongside findings from 30+ other sources, informing business decisions and improving customer retention.
Use Sourcetable to automate SugarCRM data and processes, freeing up time to focus on providing the best customer experience possible.
Create intuitive workflow templates based on SugarCRM customer history and share with team members, code-free