Optimize the Customer Journey

Using Sugar's Customer Journey Solution, you can orchestrate not only your customer-facing processes, but also manage your internal processes.

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Customer Journey Management

SugarCRM Customer Journey Management Plug-In screenshot by Addoptify

Workflow for Non-Technical Business Managers

The Sugar Customer Journey solution enables you to choreograph every interaction your customer relationship professionals have with your customer and supplier stakeholders.

You can also track your customer’s progress through the evaluation, selection, purchasing and on-boarding steps of their journey with you.

By automating these customer journey mapping processes using your existing Sugar deployment, you ensure everyone is working together and is informed about what actions to take at every step along the way.

The result: you accelerate the customer’s progress, deliver improved satisfaction and enable your employees to stay on top of their game. It’s a win-win for everyone.

Knowledge Is Good, but Action is What Matters

Let’s say you’ve mapped your customer journey. You incorporate best practices when defining the various activities spanning all stages within the journey. But how can you turn your understanding into improved business performance?

This is where you leverage the power of our customer journey management software. Using Sugar’s workflow, you can now automate various business processes to improve your customer experience and satisfaction while accelerating their progress through the decision cycle. Each process is assigned to the right employee so that everyone can view and take the necessary action across any device.

You empower your employees to be always in the know and drive activities that meet your customer’s needs. Now that’s powerful.

Getting Started is Easy

Non-technical professionals can now create customer journey mapping templates – with no help from IT! Your professionals can simply leverage the easy-to-use, visual guide that shows what activities need to be performed for every customer interaction.

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Build Paths, Leave Trails

The Customer Journey Plugin helps you achieve the best possible customer experience by enabling all internal teams with the tooling to build out best practices. Track every activity, every stage, and every process to closure. Build best practices across the entire customer lifecycle from lead management, opportunity tracking, account planning, and customer care.

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

The Sugar Customer Journey Solution starting from $15 per user per month.

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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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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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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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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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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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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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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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.

Latest from our Blog

Sugar User Group: Customer Journey Plug-In

February 1st, 2017   •   4 minute read

In this Sugar User Group, we demoed how you can manage any business process using a customizable set of checklists in Sugar.

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