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Go Paperless and Accelerate Your Business

Automate document processes, collect electronic signatures, and speed up your sales cycle with our Document Automation tools.

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W-Systems are Document Automation Experts

Document strategy is often overlooked, but we view it as an area of low hanging fruit where we can ramp up your productivity and shorten your sales cycle. To create Document Automation solutions we build out automation in 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. Put us to the test, we love a challenge.

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The Path to Document Automation Success

Templates

Document Automation instantly grabs the latest information from your database and dynamically updates your contact's data in a flash. No more worrying about mistyping last names!

Storage

Can't find the folder where you copied that invoice from a few months ago? Document Automation enables you to connect to your favorite cloud storage service and automatically organizes your files.

Integration

Is the process of generating, collecting, and storing invoices in your CRM too cumbersome? Sync your CRM and transaction software with Document Automation tools and reduce to a few simple clicks!

Electronic Signature

The Office's Dunder Mifflin wouldn't last long in today's paperless age—electronic signature solutions let you instantly get your contracts signed without wasting money on paper and sending paperwork back and forth.

Send, Sign and Approve Documents from Wherever Life Takes You

DocuSign helps sales organizations close deals faster — anywhere in the world. DocuSign offers greater visibility into a deal’s status, the ability to collect information so you don’t need to rekey data and send out reminders, so you can spend more time selling and less time tracking down signatures. And it easily integrates into many of the leading CRM systems, including SugarCRM, Salesforce.com, Microsoft Dynamics CRM, NetSuite, and more.

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Meet wDocs: Sugar Document Automation

A common need among Sugar users is the ability to create letters, contracts, proposals, mailing labels, and forms. 

Meet wDocs, a tool to quickly create Microsoft Word templates that can be used to merge information from any module in Sugar into a presentation-quality document.

Sample documents include account profiles, casework orders, contracts, mailing labels, and proposals.

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Meet wDrive: Dropbox, Google Drive & OneDrive in Sugar

Organizations struggle with user adoption when their employees have to log in to too many platforms.

Manage your documents and customer relationships in one place with wDrive. The connectors to Dropbox, Google Drive, and OneDrive enable you to access your documents directly within Sugar in real-time.

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#1 Rated CRM Product

With Sugar, you get a simple user interface, industry-leading customer experience, and an intuitive customization platform. It's lean, fast and integrates with anything. Sugar's modern design works seamlessly on the devices you use every day. That's why more are ditching legacy systems and choosing Sugar to build better business relationships.

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Featured Case Studies

Latest from our Blog

Best Apps and Tools to Keep Your Teams Productive When Working Remotely

March 23rd, 2020   •   5 minute read

W-Systems has always encouraged its employees to work remotely when needed. Learn how to keep your teams productive and engaged, even outside the office.

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W-Systems Named 2020 SugarCRM North America Reseller of the Year

March 19th, 2020   •   3 minute read

W-Systems has been awarded the 2020 SugarCRM North America Reseller of the Year, securing its position as a trusted SugarCRM reseller.

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“Business As Usual” Is Not Business As Usual Anymore!

March 18th, 2020   •   5 minute read

Learn how to change your approach to doing business in the new global context and learn how a local way of doing business could save your enterprise.

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Exclusive W-Systems Chat with SugarCRM CEO, Craig Charlton

March 12th, 2020   •   4 minute read

Discover how SugarCRM’s recent product developments and its vision for the future of CX will benefit your business.

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A Better Way to Track and Report on Marketing Interactions in Sugar

February 25th, 2020   •   6 minute read

Problem: your sales team doesn’t log into your Marketing software to check on lead interactions. Solution: bring the interactions to them, directly in Sugar!

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4 New Features in wMobile for SugarCRM

February 21st, 2020   •   4 minute read

We updated wMobile for SugarCRM to support even more Sugar enhancements, including cloud storage support, report charts, file attachments, and more!

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Training & Events

Sugar Administration - Essentials (Multi-Day)

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

Mar 31

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.

Apr 14

Sugar Reporting

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

Apr 16

Sugar New User Training

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

Apr 16

CRM Evolution 2020

Join CRM industry leading speakers, exhibitors, and your peers at CRM Evolution 2020.

Apr 27
Sugar University

Getting Started with Roles, Permissions, & the iFrame

In this course you'll learn the essentials of Sugar Market roles & permissions.

Webinar

How Sales and Marketing Experts Are Skyrocketing Their Productivity

Learn how to streamline every stage of the sales funnel for maximum efficiency.

Recent Releases

March 26, 2020

Sugar 8.0.6

Sugar 8.0.6 has been officially released for On-Premise customers to address certain security vulnerabilities identified during routine QA checks.

March 26, 2020

Sugar 9.0.3

Sugar 9.0.3 has been officially released for On-Premise customers to address certain security vulnerabilities identified during routine QA checks.

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