Enhanced Interaction Management in Sugar

Get quick access to all of your customer interactions in Sugar and boost employee productivity with wActivities.

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wActivities: Enhanced Interaction Management

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Meet wActivities: Enhanced Interaction Management for Sugar

SugarCRM enables businesses to create customers for life with the world’s first intelligent, no touch customer experience (CX) platform. W-Systems offers a series of add-ons to Sugar to extend its core capabilities.

Get quick access to all of your customer interactions and boost employee productivity with wActivities. Our Sugar customization aggregates Calls, Meetings, Emails, Tasks, Cases, Notes, and any custom activities in a single place, effectively reducing the time and clicks spent on daily activity planning and review.

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wActivities Benefits

Less Clicking

wActivities collects your Sugar activities in two subpanels, significantly reducing the time it takes to check your planned and past activities.

Quickly Find Activities

The wActivities subpanels allow you to search or filter through your team's schedules and activities

Enhanced Relationships

Add additional modules where the activity records will be displayed, such as viewing a support call in the account record.

Multi-Module Reporting

Report data from multiple modules, such as reporting on every activity type your support team has had on a weekly basis.

Easily Access Your Activities

wActivities collects past and upcoming Calls, Meetings, Emails, Tasks, Notes, and any custom Sugar activities in two filter-enabled subpanels for quick and easy access, significantly reducing the time it takes to check your planned and past activities.

Search and Filter Activities

The Activities and History subpanels allow you to create filters and quickly get an overview of your team's schedules and actions. You also have the ability to search for specific activity records using search keywords in the subject or description.

In-Depth Customization Options

Go beyond standard Sugar activities—wActivities can be configured to sync with custom modules, allowing you to tailor your activities for your business needs.

Enhanced Module Relationships

Enhanced module relationships enable you to add additional modules where the activity records will be displayed. For instance, logging a call to a support case will also automatically link the call to the related account and allow you to quickly view the call activity in the account record.

Quickly Create Any Activity

The Activities and History subpanels include Create actions for all of your activity types, allowing you to plan and log your calls, meetings, tasks, and much more with just a few clicks. You can also customize your available actions, and the default Create action.

Enhanced Historical Summary

wActivities includes an enhanced version of Sugar's out-of-the-box Historical Summary, allowing you to create filters for your activities, and sort by fields.

Report on Multiple Modules

As wActivities collects aggregates all of your interactions in a single modules, it enables you to report data from multiple modules, such as reporting on every activity type your support team has had on a weekly basis.

Detailed Historical Narrative

If you need to take a more in-depth look at your activities and interactions, the Historical Narrative panel includes the full content of your records, including file attachments.

In-Depth Subpanels Customization

The Activities and History subpanels included in our interaction management customization for Sugar enable you to update filters, actions, labels, and much more.

W-Systems Knows Sugar

As a Top 5 Worldwide and Elite designated SugarCRM partner we have deployed Sugar to 100's of organizations. We are business analysts and developers, and we want to make Sugar fit your organization like a glove. Put us to the test, we love a challenge

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We publish a wealth of tips, customization examples, and reviews of useful tools that work with Sugar. To learn more visit our blog.

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Resources

wActivities for SugarCRM Datasheet Cover

wActivities - Datasheet

Learn more about the core features and capabilities of wActivities.

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wActivities costs $120 per year per license (min. 10 users) plus installation

20+ Years of Happy Clients

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Excellent Partner!

Responsive, helpful, thoughtful. They have been exactly opposite (in as positive of a way as possible) of the typical software sales approach. W-Sytems created my happiness with CRM.

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There Will Be Issues!

I highly recommend W-Systems. We have a complex solution that integrates numerous different software application and databases. This requires several different team members at W-Systems for support. Their knowledge and ability to work together provide the timely support I need. I’m not surprised there are challenges and issues with the complex technology support I ask from them, what is surprising is they always keep it working. Thank you!

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Excellent Experience Implementing SugarCRM

W-Systems provided our not-for-profit with outstanding guidance and support to customize and implement SugarCRM to manage a complex network of activities, properties and partner relationships. The outcome was a clear, user-friendly system for our team resulting in professional reporting for our funders and senior leadership. W-Systems provides a project manager who is accountable and responsive throughout the process and provided resources for us to manage our system effectively.

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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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Good Integrator to Work With

W-Systems is an experienced and diligent SugarCRM integrator and developer. They have worked on numerous integrations and implementation projects with us and have been a great partner.

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CRMs are personal and complicated. With every project and every issue we have had, I feel that we were treated fairly and professionally. On the occasional misunderstanding or miscommunication, there was no gotcha but a desire to solve the issue fairly. The expertise level is high. Very good and respectful service.

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We have worked with W-Systems for many years. Their service is stellar on every level, including the expertise and caring of their staff members.

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Great Coding and Good Service!

Our company has used W-Systems for about a year now for customization of our SugarCRM Cloud environment. It's been a pleasure working with a group of developers that get the job done right the first time. From the Director of Sales to the Ops Manager to the programmers... all our first class.

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The Entire Team Works Hard

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Latest Articles

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The weather may be starting to cool off, but make sure you don't miss our recap of all the latest Sugar news, without any filler or fluff. Read More »

Top 5 Exciting Developer Features from Sugar Summer ‘19

July 15, 2019   •   4 minute read

This post will recap what we found to be the top five most exciting developer features coming this July.  Read More »

Enhanced Interaction Management for Sugar

July 9, 2019   •   4 minute read

Learn how to boost employee productivity with wActivities, our Sugar customization that gathers your most used activities in one place. Read More »

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Training & Events

Introduction to SugarBPM/Advanced Workflow

This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.

Sep 24

SugarConnection 2019 - Boston

Connect with the Brightest Minds in Customer Experience

Sep 25

Working with Sugar Studio

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Sep 26

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Oct 15

SugarConnection 2019 - Paris

Connect with the Brightest Minds in Customer Experience

Oct 23
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Recent Releases

wActivities August 2019 Update

Released on August 27th, 2019

The wActivities August 2019 Update addresses issues found in previous versions.

wActivities July 2019 Update

Released on July 27th, 2019

The wActivities July 2019 Update addresses issues found in previous versions.

wActivities June 2019 Update

Released on June 27th, 2019

The wActivities June 2019 Update includes the ability to display activity records in additional parent modules, and code optimizations.

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