Portfolio
Onboarding Private Banking Clients using Sugar
We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.
Read MoreFrom Ideas to Detailed Specifications
We work very closely with you to determine your use cases and goals, and to transform your ideas into technical specifications for our developers.
Learn MoreDesign & Implementation
Design & Implementation Services
When it comes to software consulting, our industry expertise and software experience enable us to bring out the best from your software’s standard functionality.
During the Design & Implementation phase of your project, we will work very closely with you to determine your goals and use cases, and we will transform your ideas into detailed technical specifications for our team of developers.
The Path to Design & Implementation Success
Tenured Team
Our team has completed over 1,000 software implementations, so you can rest assured our team will use industry specific knowledge to guide your deployment.
Innovative Solutions
Our team of problem solvers will work creatively to come up with innovative solutions to your business problems.
Cost Effective Design
We’ll maximize the use of the software platforms standard functionality and then customize the rest.
Detailed Discovery
We will diligently spend time reviewing your requirements so that we can create technical specs for your project that meet your expectations.
Your CRM Should Make More Money Than It Costs
With CRM at the center of sales and marketing solutions, we’re making low ROI a thing of the past. W-Systems works with leading partners including SugarCRM and GoldMine to build its customers sales and marketing solutions based on CRM.
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Build Engagement, Drive Conversions, and Prove Revenue
Convert more leads, enable your sales reps, and align your sales and marketing teams with our marketing services and tools. With Marketing solutions and services like Act-On, you can reach the right buyers and convert more leads.
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Go Paperless and Accelerate Your Business
Automate document processes, collect electronic signatures, and speed up your sales cycle. We build Document Automation solutions within your CRM and then work with best in class tools such as DocuSign, wDocs, and wDrive to help you further automate your document creation and storage processes.
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Managing Relationships Means Mastering Data
You don’t have to be a data scientist (or a millionaire) to see the benefits of your data. With Business Intelligence solutions such as Amazon QuickSight and wBenchmark, you can blend data from different sources, build complex visualizations of data, and process large data sets without bogging down your CRM system.
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Collect Communication Data in One Central Location
Collect and manage communications data without driving your team crazy with Vonage, a full-featured business phone and VoIP system and email integration with Riva CRM Integration or Collabspot for Gmail and Office 365.
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Build and Scale Your Business on Amazon
W-Systems offers reliable, scalable, and inexpensive cloud computing services including app hosting, storage, analytics, or security and compliance services. Our partnership with Amazon Web Services (AWS) allows you to run your software on a secure and scalable platform that is engineered to meet the needs of any organization.
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Translating Your Business Needs to Technical Specifications
"The solution design document is your guide and W-Systems guide to how we are going to meet the needs uncovered during the discovery process. It’s a guide book for translating your business needs into technical specifications that developers can use."
Chris Meyer, Consulting Manager
Striving for a Thriving Garden Mentality
“When implementing a CRM platform, we often strive for a garden mentality—If you just buy a bunch of seeds, throw them in the dirt and walk away, you aren’t going to get much fruit back from that garden. It’s not just about the deployment, but the ongoing work of watering, weeding and turning over the soil. It’s the constant attention to the garden that is going to produce the most fruit.”
Dennis Smith, VP of Sales
Featured Customers
Resources
Case Studies
Making New York a Better Place to Live
New York Restoration Project wanted to replace its legacy tools with a CRM platform. They chose Sugar to manage public parkland activities and relationships.
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Whitepapers & eBooks
Solving the Sales-Marketing Conundrum
Learn three strategies to consider to get your sales and marketing teams more closely aligned.
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Whitepapers & eBooks
The Dynamic Duo: CRM + Marketing Automation Working Together
A discussion on the importance of integrating your CRM and marketing automation platforms, in an effort to maximize revenue.
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Case Studies
Drive Safe with Sugar
With help from W-Systems, Military AutoSource found Sugar to be the CRM solution they needed to improve sales tracking and forecasting.
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Case Studies
Smooth Sailing with SugarCRM
Star Asia implemented Sugar to ensure that new sales reps immediately had leads and opportunities to work with.
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Portfolio
High Volume Multi-Channel Customer Service with Sugar
We implemented Sugar to help a national provider of information and technology convert from a legacy customer service platform to a modern CRM system.
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Portfolio
Tracking Relationships with Institutional Investors
We helped one of the world's largest banks convert all their info into Sugar and build a system to track relationships with institutional investors.
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