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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.
How effectively are you sourcing CRM data into your system? The ZoomInfo to Sugar Integration lets find Lead, Contact and Account data and export it into Sugar!Read More
Learn how to use wDocs’ latest merge function based on Sugar Logic formulas and create state-of-the-art reports in a matter of minutes!Read More
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.
In this webinar, we showcase our Sugar Integration to Slack.
Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.
This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.
Users will build a working integration using procedures, adapters and common resources.
Learn how to streamline every stage of the sales funnel for maximum efficiency.
The July 2020 update to wDocs adds the ability to use Sugar Logic formulas in document templates, emailing merged files in SugarBPM processes, and more.
The July 2020 update to wDrive includes updates to the Settings description in the package’s Admin section.