Cross-Selling and Referrals in Sugar

Simplify and automate the product and service Referral process with wReferrals.

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wReferrals: Cross-Selling & Referrals in Sugar

wReferrals: Crossing-Selling and Referrals in Sugar

Meet wReferrals: Cross-Selling and Referrals in 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.

Most organizations struggle with how to effectively encourage and enable sales teams to make referrals to peers.

If you have different sales teams handling your product and services or sending referrals to business partners, wReferrals is a tool that helps you simplify and automate the product and service Referral process.

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wReferrals Benefits

Create Referrals

wReferrals allows you to easily create referrals with minimum manual input.

Send Referrals

Send referrals from one Sugar to another, or to people from outside of your instance.

Get Notifications

Send notifications in Sugar to the receiving user, or send an email message to the external source.

Track Referrals

View, filter, and report on your referrals directly from within Sugar with a dedicated module.

Create Internal Referrals

wReferrals enables you to refer records internally, from one Sugar user to another. Any internal referral automatically links to the record's Account and Contact, so the receiver has immediate access to it when receiving the referral notification.

Send External Referrals

External referrals are sent to sources outside of your Sugar instance. When created, an email notification is sent to the receiver. You can also include URLs to the records in Sugar if the receiver has access to your CRM instance.

Receive Notifications

Based on the referral's source (internal or external), wReferrals can either send a notification in Sugar to the receiving user, or send an email message to the external source.

Track Referrals

wReferrals adds a custom module in Sugar where you can view all of your referral records or filter them by any criteria. Sugar also enables you to view the Referrals module's data in a dashboard.

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.

Visit our Blog

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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wReferrals Resources

wReferrals datasheet preview

wReferrals Datasheet

Download this datasheet to learn about wReferrals' core features capabilities.

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W-Systems is a SugarCRM Elite Partner award winning of the SugarCRM Global Reseller of the Year

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

20+ Years of Happy Clients

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The Entire Team Works Hard

The entire team at W-Systems works hard to make sure you are satisfied with their service - be it resolving technical issues or implementing new technologies! BIG thumbs up!

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Instrumental in our Upgrade

Mark was instrumental in our upgrade to the latest version of GoldMine. Not only did Mark do the data conversion but he has subsequently resolved several issues that have surfaced with the GoldMine alarms & the daily backup process. Mark has been very accommodating to any contact I have made to either ask questions or resolve an issue. Previously we have worked with Bob thru the years to support our GM application and again very pleased with the support offered by Bob. I would highly recommend W-Systems Corp. for support.

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Great People to Work With

W-Systems has great people to work with. They really took the time to understand our business and help us move into CRM best practices. They are reliable and helpful. SugarCRM was also a great decision for our team. The product functions as we had hoped and is easy to self-manage for day to day items.

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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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W-Systems is Wonderful!

W-Systems installed our system and has been wonderful about working with us over a long period of time when something went wrong.

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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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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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Second to None

We have found that W-Systems' knowledge and response time is second to none. They are always willing to take the time and use the necessary resources needed to answer our questions, resolve our issues and teach us whatever we need to learn. They are patient, informative and proactive.

Latest Articles

15 Reasons for 15 Years: Why W-Systems Loves Sugar

June 18, 2019   •   9 minute read

Take a look below at 15 reasons why we love Sugar featuring employees from our sales, professional services, development, support, and marketing departments. Read More »

wReferrals: Maintain Metrics and Track Referrals in Sugar

August 20, 2018   •   3 minute read

Learn more about wReferrals, our Business Intelligence solution for Sugar that helps users simplify and automate the product and service Referral process. Read More »

CRM for Credit Unions: Managing Referrals & Incentives in Sugar

July 24, 2018   •   4 minute read

Having a systemized way to track what offers you are making to members is very important. Read More »

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Training & Events

SugarConnection 2019 - Paris

Connect with the Brightest Minds in Customer Experience

Oct 23

Introduction to Sugar for End Users

This live virtual class will provide you with the tools necessary to use Sugar as a new End User.

Oct 29

Sugar New User Training

Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.

Oct 29

Sugar Reporting

This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar

Oct 31

Sugar Administration - Advanced (Multi-Day Class)

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

Nov 05

SugarConnection 2019 - Mexico City

Connect with the Brightest Minds in Customer Experience

Nov 06

Make Marketing Look Easy

Join our webinar to learn more about Sugar Market, the all-in-one marketing tool from SugarCRM that can solve sales and marketing challenges and make marketing...well...easy.

Nov 12
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Recent Releases

wReferrals May 2019 Update

Released on May 27th, 2019

The May 2019 update to wReferrals addresses issues identified in previous versions.

wReferrals June 2018 Update

Released on June 27th, 2018

The June 2018 update to wReferrals includes fixed issues identified in previous versions.

wReferrals May 2018 Update

Released on May 30th, 2018

The May 2018 update to wReferrals includes new features and fixed issues identified in previous versions.

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