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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 an integration to SAP, 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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