When you connect with Leadfwd, you will be able automate repetitive tasks, eliminate manual data entry errors, save time and streamline your marketing and sales workflow.
Import Targets, Leads, Accounts, Contacts and Target Lists Import all of your leads and contacts directly into Leadfwd and begin adding them to Sugar Engage Sequences and Sugar Campaigns that automate communication, follow up, and track engagement.
Sync and map CRM users Manage user roles across both platforms. User account ownership in Sugar Sell is automatically carried over to LeadFWD.
One-click to engage CRM users can seamlessly enroll any record into a Sugar Engage Sales Sequence with one-click, directly from their CRM interface.
Revenue attribution Measure the influence of Sequences, Campaigns and Content on open sales opportunities and won opportunities. Easily build re-engagement campaigns that target lost opportunities.
Tasks, Calls and Meetings Automate task, call and meeting creation and scheduling for sales teams at the optimal time in your buyers journey.
Built-in to Sugar Sell Leadfwd is deployed entirely inside Sugar Sell for seamless access to our full platform of solutions.
Supported objects Leadfwd real-time sync for Sugar Sell can automatically import and sync Leads, Contacts, Accounts, Targets, Target Lists, Users, Tasks, Calls, Meetings and Opportunities.