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Post on 29-Mar-2018
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SuiteBox transforms customer interaction with intuitive video and telephony, document collaboration, selective recording and real-time signing, helping you accelerate and close business using the full power of mobile and desktop devices.
At the center of the offering is the SuiteBox heartbeat - a uniquepatented capability which allows participants to collectively review, edit and grant control over digital documents, and to sign on-screen with embedded authentication paving the way for truly electronic business process management and regimented compliance.
From within SugarCRM, you can organize and initiate secure video meetings, share digital assets such as documents, video, photos and web information and electronically sign documents, regardless of what device you are using.
You can record all or parts of the meeting saving video and documents into SugarCRM or to your chosen document store.
Now you can truly engage your customers in the business conversation, you save time and improve results.
Accelerate Sales with SuiteBox
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
SugarCRM Login
Accelerate Sales with SuiteBox
SugarCRM schedule a new video meeting
Meetings Module
Schedule Meeting option
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
SugarCRM schedule a new video meeting
Schedule Meetings
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
SugarCRM Add Invitees to Video Meeting
Schedule Meetings
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Save time and money Close more business
and accelerate sales
Save time and moneyClose more business
and accelerate sales
Accelerate Sales with SuiteBox
Join Video Meeting from within SugarCRM
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
Participant’s Invite Email
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
Host logs in to meeting using their Sugar login
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
Display Scheduled Meetings for the host
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
Video Meeting
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View RecordingsParticipants can re join the same virtual meeting room at any time with ease
Accelerate Sales with SuiteBox
Upload a file
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
Document uploaded
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View RecordingsSuiteBox works on desktops, tablets and smartphones - and it’s friendly to Apple and Android
Accelerate Sales with SuiteBox
Signing the document
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
Accelerate Sales with SuiteBox
Place the Signature
Sugar CRM
Login
Create Meeting
Select Video Meeting
Add Invitee
Access Scheduled Meeting
Participant’s Invite Email
Host Login
View Scheduled Meetings
In Meeting
Add File
View File
Add Signature
Confirm Signature
View Recordings
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