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.

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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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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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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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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.

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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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Stellar Service

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 CRM Partner!

We brought on W-Systems to take on a very complicated CRM upgrade. We chose W-Systems due to their knowledge around our system, and they had the resources to execute. Their PMs, dev team, customer service, and sales teams were all top-notch and responsive to our needs and feature requests. I'd recommend W-Systems to any company looking for a SugarCRM partner.

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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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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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CRMs are Personal and Complicated

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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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.

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

Looking to improve your referral process? wReferrals for Sugar helps users simplify and automate product and service referrals! 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

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.

Dec 17

Sugar Reporting

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

Dec 19

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.

Jan 07
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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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