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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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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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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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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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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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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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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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!

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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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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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Training & Events

Sugar Administration - Essentials (Multi-Day)

Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.

Dec 03

Sugar New User Training

Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.

Dec 05

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

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

Dec 19
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Recent Releases

Customer Journey Plug-In 5.1.0

Released on October 1st, 2019

The Customer Journey Plug-In 5.1.0 includes support for the upcoming Sugar Fall '19 release, new assignee rules, and more.

Customer Journey Plug-In 5.0.2

Released on August 27th, 2019

The Customer Journey Plug-In 5.0.2 addresses issues identified in previous versions.

Customer Journey Plug-In 5.0.0

Released on July 8th, 2019

The Customer Journey Plug-In 5.0.0 includes support for Sugar's upcoming Summer '19 update, compatibility with the Target Lists module, archiving completely journeys, and more.

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