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April 7, 2014 Business Technologies

[On-Demand Webinar] SugarCRM & D&B Connector

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By Brainsell Editorial Team

D&B has just released their SugarCRM 7 connector, and BrainSell is excited to show you how it works!

View a full recap of the webinar below:

Here’s an overview of how the connector works:

  1. Simply install the module through Sugar’s module loader.
  2. While entering a new account, the D&B connector will find the account you’re entering and try to match it with the account in its database. All of the address and sales info can be put into the account you’re creating on the account creation screen at that point.
  3. You can then see contacts  at that company that are in D&B’s database (email and phone number included!) and sync them into your Sugar database.
  4. Sugar’s new dashboards on the account screen will show up to date news on that company, as well as metrics and competitive info on that company (in the premium package).
  5. D&B will tell you if the account info is up to date, and will tell you when an account’s info is out of date. You can then click the update button and D&B will update the record for you!

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