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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CRM for Land Title Associations
We collaborated with industry experts to release a Land Title CRM solution manage Orders and Relationships by putting RamQuest data at their fingertips with one easy-to-use package.
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Sugar Integration to Drift Live Chat
We integrated Drift, a live chat tool, with Sugar in order to boost engagement with website visitors and then track them in Sugar.
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Customizing Sugar to Manage Parks
A non-profit organization was looking for a highly customizable CRM. They contacted SugarCRM for a demo and were connected with W-Systems.
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Marketing Activity Calendar in Sugar
We helped a marketing team implement wCalendar to take advantage of Sugar's customization capabilities and the ability to create easy-to-follow calendars.
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Sugar Integration to Jive Communications
We created a method to use the Jive Communications app and call contacts directly from within Sugar, saving time for Sugar users that make calls using Jive.
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Sugar Integration to RightSignature
For a leading regional oil distribution company, W-Systems developed a custom integration between Sugar and RightSignature.
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Interactive Web Forms with Sugar
We created a tool that automatically sends information from contracts in Sugar as web-based forms for the client to fill in additional details.
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Matter Management and Conflict Checking Process
We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.
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