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SmartStart CRM incorporates our lessons learned to deliver a focused CRM implementation based on the popular Sugar product offering from SugarCRM. 

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SmartStart Sugar Implementation

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What is SmartStart CRM?

SmartStart CRM incorporates our lessons learned to deliver a focused CRM implementation based on the popular Sugar product offering from SugarCRM. 

In addition to the excellent core functionalities provided by Sugar, we add best practices, closed-loop processes, time-saving customizations and a management-ready set of reports, enabling you to hit the ground running. We also deliver a user adoption-focused training program, pre-recorded training videos, and ongoing coaching, to further ensure success. 

Modern CRM must have the capability to run a business process, while also being quick and easy for users to work in. SmartStart focuses on what matters: removing the clutter of unused functionality, thereby maximizing the time your sales reps spend interacting with prospects and customers.

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Sales Prospecting

SmartStart helps focus the sales team in their ability to continuously identify and onboard new customers, while ensuring that both sales reps and managers are aware of how well this business function is working.

With SmartStart, you will know:

  • Where your new business is coming from.
  • Which reps are disciplined prospectors
  • How long it takes to bring on a new account.

Building relationships takes time, and SmartStart is focused on helping sales reps drive the relationship process forward, without dropping the ball.

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Account Management

Once you have customers, you need to keep them. SmartStart guides you through:

  • Setting the standards of how to manage existing customer relationships.
  • Puts necessary actions in front of sales reps.
  • Provides reporting on how well you are doing and where you need to improve.

Account management is about ensuring that you do not miss the opportunities or risks that inevitably arise in your relationships over time.

SmartStart helps you to better organize your relationships, focusing the right amount of attention to the right types of accounts.

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Revenue Pipeline

SmartStart provides detailed analysis of pipelines to show you how revenue is:

  • Entering
  • Moving through the sales cycle
  • Accounting for wins and losses.

We guide account volume-driven sales organization through setting account revenue goals and incorporating sales revenue pipelines into the account management function. SmartStart delivers the pipeline reporting needed to run your sales meetings with consistent, high quality information.

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Prospect and Account Interactions

In order to maintain healthy relationships and sales pipelines, regular relationship communication via meetings, calls and emails is key.

SmartStart enables you to :

  • Enter interactions in Outlook, Gmail, on your mobile phone and at your desk.
  • Make it easy to review the interaction history of a relationship, share this history with others and measure the volume of interactions by user and team. 
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SmartStart CRM Datasheet

By focusing on the four critical pillars of CRM functionality, most organizations will gain immediate value and results using the SmartStart. Read our datasheet to discover how we implement our CRM solution.

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20+ Years of Happy Clients

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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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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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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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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 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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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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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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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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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+++