Cross-Selling and Referrals in Sugar
Simplify and automate the product and service Referral process with wReferrals.
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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.
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 Datasheet
Download this datasheet to learn about wReferrals' core features capabilities.
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wReferrals User Guide
Our wReferrals User Guide provides in-depth information about installation and usage of our referral and cross-selling enhancement.
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wReferrals costs $120 per year per license (min. 10 users) plus installation.
20+ Years of Happy Clients
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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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W-Systems has been truly amazing. The staff is extremely knowledgeable and friendly. They really go the extra mile to help you through the process, and always do their best to make your vision a reality instead of just taking the easy way out. We are super pleased and look forward to continued business together.
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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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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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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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Recent Releases
wReferrals April 2020 Update
The April 2020 update to wReferrals includes support for Sugar 10.0.x.
wReferrals May 2019 Update
The May 2019 update to wReferrals addresses issues identified in previous versions.