SugarCRM integration

SugarCRM + Gtmhub Integration For KPI and OKR Automation.

Gtmhub's SugarCRM integration can automatically update the progress of your KPIs and OKRs feeding from SugarCRM, which means you can view progress in real-time, every time.

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How it works

Accessing Your Key Data

Gtmhub links directly to SugarCRM and gathers key data points relevant to your OKRs. We then create prepackaged actionable Insights (+ you can customize these Insights yourself).

Identify and Link Your KPIs

Once you've linked SugarCRM and created your Insight Boards, these surface key metrics that can be linked directly to Key Results.

Dynamic OKR Progress Monitoring

The metrics that matter for Key Results are now directly linked, which means Gtmhub automatically updates OKRs in real-time, so you can see progress and identify any areas that need attention.

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Here are the insights that are available Out-of-the-box

Sales cycle

How long it takes to convert a lead to a closed deal.

Won conversion rate

Won deals conversion rate.

Sales pipeline depth

The total amount of leads into the sales pipeline at all open stages.

Sales bookings

Sales bookings from Sugar CRM.

Get Started with SugarCRM & Gtmhub