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Webinar: Document Merge in wMobile Desktop for GoldMine Register
In this webinar, we took a quick tour of Sugar, a modern and easy-to-use CRM tool that will make a great difference in your ability to run a sales organization.
Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.
If you have questions about SugarCRM or want to learn more about how W-Systems can help your organization, feel free to contact us.
Managers typically use Sugar to access reports on the people they’re managing. For a sales use case, it could be pulling the forecast, a commission report, or receiving alerts based on a support agent not resolving a case. Sugar is a great tool that helps managers mainly by use of reporting and by receiving alerts and notifications that are important to them.
W-Systems recommends Sugar because it’s modern and very flexible CRM that can be configured to meet almost any use case, it has an open API architecture. It’s written in standard code, so it’s made to integrate with other applications and be a central hub for a business’ operation.
Yes, that is always an option and Sugar is the perfect application for that.
In accounting, for example, we often deploy Sugar with accounting information so that reps and account managers can see all the revenue on that account for the year, any amounts due or aging amounts.
As long as we have an API web-point to connect to, we can bring that information into Sugar to enhance whatever business processes it’s a part of.
On a regular basis. SugarCRM is constantly working on enhancing their product, puts a lot of time and energy into it and the update schedule rolls out once a quarter.
We hope Sugar peaks your interest and we’re happy to engage and discuss any impossible CRM project on the horizon with you.