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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.

Schedule a Demo

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.

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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.

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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wReferrals User Guide

Our wReferrals User Guide provides in-depth information about installation and usage of our referral and cross-selling enhancement.

Read Guide
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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Simply Amazing!

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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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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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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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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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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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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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 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.

Latest from our Blog

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

June 18th, 2019   •   6 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 20th, 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 24th, 2018   •   4 minute read

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

Read More

Training & Events

Web Training

Admin Quick Start for Experienced CRM Administrators

This introductory course provides new Administrators who are familiar with other CRMs the skills necessary to start administering Sugar.

Recent Releases

April 29, 2020

wReferrals April 2020 Update

The April 2020 update to wReferrals includes support for Sugar 10.0.x.

May 27, 2019

wReferrals May 2019 Update

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

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