Conversion from Salesforce to Sugar
We helped a mid-size enterprise consulting company, seeking to reduce CRM licensing costs, convert from Salesforce to Sugar.
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Visualizing Community Banking Customers
We helped a regional bank deploy Sugar across all departments and ensure they had a full 360-degree view of their customer relationships.
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Onboarding Private Banking Clients using Sugar
We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.
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Using Datamyne Shipping Data in Sugar
We created a Datamyne integration to Sugar for a leading ocean freight shipping firm, so they can identify new prospects and stay close to current customers.
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Sales Pipeline Metrics Dashlet
The Sales Pipeline Metrics Dashlet enables the tabular display of key sales KPIs and provides specific measurements in the sales pipeline.
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Clustered Bar Chart Dashlet
The Clustered Bar Chart Dashlet enables the side-by-side charting of multiple data point series from the same module (e.g. show sales pipeline broken down across product lines).
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Gauge Dashlet
Our custom Gauge Dashlet enables you to track your progress against KPI targets.
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Reports Dashlet
Our custom Reports Dashlet enables the display of a row and column reports directly in a dashlet without having to run a report.
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Chart Dashlet
The Chart Dashlet is an enhanced Sugar Report Chart that optimizes the organization of the data, granting you greater functionality and control.
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SAP to Sugar Integration
W-Systems built a SugarCRM integration to SAP, the Enterprise Resource Planning (ERP) software for the manufacturing industry. The integration allows for more powerful forecasting and prediction than you would get with ERP software alone.
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IQMS to Sugar Integration
Our custom IQMS integration for Sugar allows manufacturing companies to display order history (by Account) in Sugar.
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PLEX to Sugar Integration
W-Systems has developed a two-way Sugar integration through the API which allows you to manage complex quotes and cultivate stronger relationships.
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