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

20+ Years of Happy Clients

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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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An Excellent Partner for Enhancements and Resources

Our experience with the team has been nothing but positive. They are a valuable resource for SugarCRM integrations and enhancements as well as day-to-day support. Our Account Manager has always shared relevant and engaging content and there is a wealth of webinars and knowledge shared throughout the year by the company. A+++

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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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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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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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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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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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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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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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Training & Events

PACK EXPO Las Vegas 2019

North America’s largest gathering of suppliers and manufacturers of packaging technology.

Sep 23

Introduction to SugarBPM/Advanced Workflow

This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.

Sep 24

SugarConnection 2019 - Boston

Connect with the Brightest Minds in Customer Experience

Sep 25

Working with Sugar Studio

This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.

Sep 26

Sugar Administration - Essentials (Multi-Day)

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

Oct 15
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Recent Releases

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.

Customer Journey Plug-In 4.8.3

Released on March 27th, 2019

The Customer Journey Plug-In 4.8.3 adds a global Sugar configuration option to enable email notifications on journey task assignment and support for Sugar Spring '19 (9.0.x).

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