Transformational Sales and Marketing

A Whole New Way of Doing Business Starts with CRM

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CRM

As the #1 Global Partner for SugarCRM and a GoldMine Premier Partner, we deliver customized and integrated CRM solutions that ensure high user adoption and return on your investment.

Marketing

As an Act-On Reseller Partner, we are experts in implementing marketing automation tools. An integrated CRM and marketing automation solution will help you end the he-said-she-said battle between your sales and marketing teams.

Document Automation

To create Document Automation solutions, we build out document automation in your CRM and then work with best in class tools such as DocuSign, wDocs, and wDrive to help you further automate your document creation and storage processes.

Communications

Email and phone systems are often overlooked as a place to collect valuable interactions data. With VoIP Telephony and email integrations you can collect data without adding burdens on your team.

Business Intelligence

With Business Intelligence solutions such as Amazon QuickSight, you can blend data from different sources, build complex visualizations of data, and process large data sets without bogging down your CRM system.

Cloud Computing

Reliable, scalable, and inexpensive cloud computing services including app hosting, storage, analytics, or security and compliance services. Our partnership with Amazon Web Services (AWS) allows you to run your software on a secure and scalable platform that is engineered to meet the needs of any organization.

Latest from our Blog

Big News! Salesfusion is Now Part of Sugar (Three Big Advantages for You)

May 17th, 2019  •   4 minute read

With SugarCRM's acquisition of Salesfusion marketing automation, Sugar is taking another step to getting a unified, comprehensive customer view.

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Local Email Rules in wMobile for GoldMine

May 15th, 2019  •   4 minute read

Starting with wMobile for GoldMine 4.1.0.278, users can manage their emails in a faster and lightweight way using local rules for incoming emails.

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Best Practices for GoldMine CRM User Adoption

May 8th, 2019  •   5 minute read

Are you getting enough data in GoldMine? Find out how other business units including HR, Support, and Marketing can use GoldMine to increase profitability.

Read More

Training & Events

Introduction to Advanced Workflow

This course is for administrators who would like to explore Advanced Workflow and all it has to offer.

May 28
Web Training

wMobile for GoldMine Phone Training

Overview of wMobile Phone including searching for contacts, creating new contacts, calendar and more.

May 28

wMobile User Group: One-Click Logins for wMobile Phone and Desktop

Find out how to use One-Click logins for wMobile for GoldMine users—in an encrypted form, for convenience and efficiency.

May 29
Trustpilot