Cross-Selling and Referrals in Sugar
Simplify and automate the product and service Referral process with wReferrals.
Watch a Demo Request a QuotewReferrals: Cross-Selling & 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.
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.
Supported Platforms
SugarCloud
Sell, Serve, Enterprise, Professional: 10.0.x
On-Premise
Enterprise & Professional: 7.9.x*, 8.0.x*, 9.0.x*, 10.0.x
*Note: W-Systems regularly updates wReferrals and introduces new features for the latest Sugar versions. Deprecated versions of wReferrals compatible with older Sugar releases may lack some of the features listed on this page.
wReferrals costs $120 per year per license (min. 10 users) plus installation.
20+ Years of Happy Clients
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!
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.
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.
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.
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.
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.
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.
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.
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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How to Use Sugar Sell
This course is designed to provide a basic introduction to Sugar Sell for end-users.
Recent Releases
wReferrals September 2020 Update
The September 2020 update to wReferrals addresses issues found in previous versions.
wReferrals August 2020 Updates
The August 2020 update to wReferrals includes updates to the Settings description in the package’s Admin section and fixes bugs found on previous versions.