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Take a look at some of the projects and integrations that we have done for our customers. If you are interested in learning more or having W-Systems work on a custom solution for your company, please contact us.

Conversion from Salesforce to Sugar

A two-week conversion from Salesforce to Sugar with custom objects, fields and more.

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Visualizing Community Banking Customers

A regional bank wanted to deploy Sugar across all departments and ensure they had a full 360-degree view of their customer relationships.

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Onboarding Wealth Management Clients using Sugar

A midsize regional bank engaged W-Systems to implement Sugar with a focus on onboarding and managing their private banking clients.

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Using Datamyne Shipping Data in Sugar 

For a leading United States ocean freight shipping company W-Systems created an integration to Datamyne. Datamyne provides the world's largest database of import export data and international trade statistics.

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Sugar Integration to RightSignature

For a leading regional oil distribution company, W-Systems developed a custom integration between Sugar and RightSignature.

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Interactive Forms with Sugar

W-Systems created a tool that automatically sends information from contracts established in Sugar as interactive web-based forms for the client to fill in additional details.

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Matter Management and Conflict Checking Process

For a mid-size law firm with offices in both New York and California, W-Systems implemented Sugar to not only handle the CRM process but also manage their legal matter volume.

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Complex Contract Management

For a national technology data services provider, W-Systems implemented Sugar to replace multiple legacy systems that handled CRM, Contract Management, and Service Management.

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Lotus Notes to Sugar

A new banking client needed to convert CRM data from a custom Lotus Notes database into Sugar.

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Automated Outlook and Exchange Integration for Sugar: Riva CRM Integration

An asset management company with several billion dollars under management needed to provide the easiest method of linking emails for a highly mobile and distributed sales force.

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SugarCRM Mobile Proximity Tools for Commercial Lending: Integration to Bing Maps

A regional banking client helps their commercial lending business development representatives to be more effective when traveling out of the office with SugarCRM Mobile.

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High Volume Multi-Channel Customer Service with Sugar

A national provider of information services and technology to the higher education market need to convert from a legacy customer service platform to a modern CRM system.

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Sugar and DocuSign

A New York-based technology company wanted to automate their proposal generation and delivery process.

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Sugar-based Call Center with Integration to Microsoft Bing Maps and Twilio SMS Service

W-Systems built a Sugar based call center platform with custom integration to Bing Maps for geocoding and Twilio SMS API’s for text messaging automation.

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Automated Report Distribution using Sugar

A national association of telecommunications companies needed to automate the distribution of reports of data to non-licensed Sugar users.

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Conversion from Act! Contact Management to Sugar

Conversion of 100+ users of Act! Contact Management to Sugar inside a 60-day time frame.

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Custom Territory Visualization Maps: Integration to Microsoft Bing Maps

A national pool supply company with multiple product lines wanted to display data on a map within Sugar.

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Sugar and IBM Websphere

Development of a security token handling mechanism that worked both with IBM Websphere and Sugar’s user authentication and security specifications.

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Dodge Construction Data

A leading provider of construction project market data wanted to automate the creation of sales opportunities based on new projects that fit a certain criteria.

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Construction Project Tracking

For a national distributor of specialized building materials, W-Systems configured Sugar to track planned construction projects and more.

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UtiliBill

As part of a Sugar implementation, a regional energy provider needed to provide sales and customer service representatives with access to their customer's utility billing history.

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Third Party Sales Opportunity Registration

A large telecommunications network company had a need for a way to enable independent sales agents to register sales opportunities that they were working on.

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Sales Meeting Preparation

For a mid-size ingredient and flavoring company, W-Systems worked with the client to configure Sugar with a detailed sales meeting planner.

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Global CRM Access

A multi-national automobile company hired W-Systems and Sugar to deploy a CRM solution that could be accessed easily from every corner of the world.

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Tracking Relationships with Institutional Investors with Sugar 

One of the world's largest banks engaged W-Systems to help build a system to track relationships with institutional investors. W-Systems converted all information from a legacy Lotus Notes based CRM system into Sugar and built a very simple to use interaction tracking system for the bank.

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Sugar and Xero Accounting Software

W-Systems integrated Sugar with Xero Accounting Software for a client that wished to manage the sales transaction from quote to cash inside Sugar have all accounting related records automatically generated in Xero.

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Sugar and Hubspot

We have worked with several clients to integrate Sugar with HubSpot, an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.

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