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.
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!
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.
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!
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.
A sophisticated CRM tool can help your company in numerous ways, one of the most notable being its capacity to boost employee engagement.Read More
Have you wanted more transparency into all the changes within your Sugar instance? Now you can with the Sugar System Audit Module.Read More
Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.
Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.
This live virtual class will provide you with the tools necessary to use Sugar as a new End User.
This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar
Learn about what's included in Sugar's latest release of Sugar Sell, Sugar Market, Sugar Serve, Enterprise, Professional, Hint, and Mobile.
This course covers the essentials of using Sugar Serve.
Learn how to streamline every stage of the sales funnel for maximum efficiency.
Learn the DocuSign basics: signing, sending, and templates.