Sugar CRM

Combine Sugar’s detailed insights with valuable lead generation data from Ruler Analytics

Overview of integration

Sugar is a Customer Experience and Customer Relationship Management Platform with powerful analysis capabilities that uncovers actionable insights. Sugar makes recommendations on a per-customer basis to better understand relationships, buying power and levels of interest.

Get more out of Sugar CRM by integrating Ruler analysis capabilities. By setting up seamless two-way communication, Ruler feeds lead generation data such as phone calls, web forms and live chat transcripts directly to the CRM.

Your sales team will have access to valuable information to manage your customer lifecycle processes. Understanding data such as website behaviour, GCLID and First/Last Click marketing source will give your specialists an edge in converting your leads into customers.

Likewise, Ruler retrieves the information for all your customer’s journeys and updates the marketing data in the Ruler Dashboard once the sale is completed. Ruler also sends the data back into your marketing platforms and create a single source of truth for your sales and marketing data.

Key benefits

  • Sales and marketing data aligned in a single view
  • Empower sales team with lead intelligence
  • Evidence the effectiveness of marketing campaigns to drive both leads and revenue
  • Visibility of impact of marketing activity across the sales cycle
  • Close the loop between marketing and sales

Key features


Ruler can track your lead’s journey from engagement to sales and attribute the revenue gained for each customer to the first engagement method. You can now optimise your marketing budget for the best return on investment.


Remove any speculation and guesswork from your marketing and engagement spend. You will now be able to clearly measure the revenue gained from each lead. You can propose justified increased marketing spend on your most efficient platforms.


Understand which are the best lead generation techniques by revenue and re-work your digital marketing strategy to maximize your ROI. Align your sales and marketing teams to create a fully tailored customer experience.