Plex is a cloud-based ERP system primarily used for quoting in the manufacturing industry. By itself, it’s a powerful tool for building complex quotes, but without integration into CRM, it lacks the ability to grow and manage your relationships. W-Systems has developed a two-way Sugar integration through the API which allows you to manage complex quotes and cultivate stronger relationships.
- Request, access and finalizes complex quotes via Sugar
- Updates and syncs key information such as factory location, dollar amount, opportunity status and close date back to Sugar
- Tracks a variety of quotes and orders from different manufacturing sites allowing for improved forecasting
- Automating business processes around quotes, sales, and more
Reach out to us to find out how we can help implement Sugar customizations for your organization.