Since we are natively nested within SugarCRM, just type the target's name in your Sugar Toolbar's search bar to access the target's record complete with the Timeline Report. The Timeline report is available via a sub-panel in every Account, Contact, Lead or Target that you have synchronized with SugarMailer.
Our mantra is to enhance your CRM, not dominate it. We made your Timeline within Sugar completely collapsible so you can access it when you need to, and hide it when you don't.
Timeline tells a detailed, visual story about the target's history with you and your company. It starts with how the target became a record in your CRM. From there, measure and analyze the entire journey of every lead with a three hundred and sixty degree timeline report that details every campaign touchpoint and interaction you have had with each target. lead, contact and account. The timeline report is embedded directly into the profile record view within SugarCRM and always a single click away from your sales agents.
Timeline Report provides insight into:
- Total Email Interactions
- Email Activity (Sent, Opened, Bounced)
- Email Click-thru Activity
- Social Interaction (Facebook, Twitter, Linkedin)
- Data Field Changes/Updates
- Geographical Location