PLEX to Sugar Integration


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. 


 

Key Capabilities 

  • 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.

« Back to Portfolio

Trustpilot