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Webinar: Document Merge in wMobile Desktop for GoldMine Register
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.
Even in a virtual environment, SugarConnected 2020 was full of news and announcements for Sugar customers. Learn what SugarCRM has in store for you in 2021.Read More
How does W-Systems successfully implement so many Sugar projects? Learn more straight from our Professional Services team!Read More
Learn how to effectively communicate with your members with Sugar Market, the fully-featured marketing automation platform integrated with Symitar.Read More
Learn how to add Sugar formulas to your document templates and get your results directly in the document, without having to create any new Sugar fields.Read More
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.
This course is for administrators who would like to explore SugarBPM/Advanced Workflow and all it has to offer.
This course is designed to provide a basic introduction to Sugar Sell for end-users.
Learn how to streamline every stage of the sales funnel for maximum efficiency.
The latest Mobile SDK release is compatible with Sugar Mobile 25.0 and is available for SugarCRM customers or SugarCRM OEM Partners.
Sugar Mobile 25.0 for Android includes the ability to resize uploaded images and the addition of the Messages module for Sugar Serve users.