First the business objective.
Later, determine how the objective is going to be managed and then design the process that will allow that objective to be met.
W-Systems has extensive experience working with a wide variety of businesses in sectors as diverse as aerospace, manufacturing, services, and non-profit.
We've learned what works and what doesn't and use those insights to customize your process to efficiently meet your needs.
Typical processes effectively handled by our powerful applications are:
- Lead Generation
- Lead Processing and Management
- Literature Fulfillment
- Customer Profiling
- Sales Activity Reporting
- Proposal and Quote Generation
- Sales Forecasting
- Territory Realignment
- Customer Service and Help Desk
Featured Process Design Case Studies
Leader in Freight Forwarding Adopts SugarCRM for More Efficient Sales Prospecting
Star Asia’s top requirement was the ability to grow quickly. One of the challenges they faced with their previous CRM system was how to ensure that new sales reps immediately had leads and opportunities to work with. Star Asia was introduced to W-Systems through their partnership with logistics services provider OEC Group, another W-Systems Sugar customer.View Case Study
A Growing Moving and Storage Company Leans on Sugar as a Lead Management Solution.
Prior to investing in Sugar, as with many small-to-medium sized businesses, Clancy’s lead tracking was spreadsheet based. “When I came to this company, there was no CRM system,” Elizabeth explains. “There were website leads coming through email and being put on a spreadsheet. Sometimes people would call in and that was never even being logged. It was all about a gut feeling. Management would ask, ‘how’s it going this week? Are we getting good leads? Yeah, okay great.’ You would literally just ask people.”View Case Study
A growing design and publishing studio manages a wealth of operations with Sugar.
Fig Industries knows a thing or two about creative design and marketing. But could a branding, package design and magazine publications company use CRM software not only for the traditional sales and marketing functions, but also to run publishing processes? The answer, it turns out, is an enthusiastic yes.View Case Study
Talking with Pierre Hellivan about Vigon International is like driving a precision race car: it’s exciting and you’re going to go really, really fast.
The key to success? A strong focus on excellent business processes, an understanding of both human and technology capabilities, and a commitment to continuous improvement across the board.View Case Study
VPI streamlines lead management and delivers outstanding customer experience with SugarCRM and Pardot Integration.
VPI streamlines lead management and delivers outstanding customer experience with SugarCRM and Pardot Integration.View Case Study
Featured Process Design Projects
A midsize regional bank engaged W-Systems to implement Sugar with a focus on onboarding and managing their private banking clients.
W-Systems created a tool that automatically sends information from contracts established in Sugar as interactive web-based forms for the client to fill in additional details.
For a mid-size law firm with offices in both New York and California, W-Systems implemented Sugar to not only handle the CRM process but also manage their legal matter volume.
For a national technology data services provider, W-Systems implemented Sugar to replace multiple legacy systems that handled CRM, Contract Management, and Service Management.
A national provider of information services and technology to the higher education market need to convert from a legacy customer service platform to a modern CRM system.
For a national distributor of specialized building materials, W-Systems configured Sugar to track planned construction projects and more.
A large telecommunications network company had a need for a way to enable independent sales agents to register sales opportunities that they were working on.
For a mid-size ingredient and flavoring company, W-Systems worked with the client to configure Sugar with a detailed sales meeting planner.
One of the world's largest banks engaged W-Systems to help build a system to track relationships with institutional investors. W-Systems converted all information from a legacy Lotus Notes based CRM system into Sugar and built a very simple to use interaction tracking system for the bank.