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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

Automatic, Predictive Revenue Insight with Sugar Discover

May 20th, 2020   •   5 minute read

Get an inside scoop on how Sugar Discover is changing the way sales teams are operating with its time-aware metrics and AI-powered funnel analytics.

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Accelerate Your Sales Cycle with DocuSign

May 19th, 2020   •   7 minute read

Learn how to send business documents for review and signature with DocuSign eSignature and accelerate your sales cycle.

Read More

Align Marketing and Sales with Sugar Market

May 7th, 2020   •   3 minute read

See how we use both SugarCRM and Sugar Market for marketing and sales at W-Systems.

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How to Create and Segment Mailing Lists in Sugar Market

May 6th, 2020   •   9 minute read

Take a deep dive into Sugar Market’s Import Contacts Wizard and Report Builder, and learn how to create and import marketing mailing lists.

Read More

Release RoundUp: Sugar Q2 2020 (10.0)

April 28th, 2020   •   7 minute read

The latest release of Sugar is packed with great new features but it also introduces Sugar Integrate, a new platform that will benefit all Sugar users.

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Learn to Work Anywhere with Sugar Mobile

April 23rd, 2020   •   3 minute read

See how you can maintain productivity while out of the office or on the road, with or without connectivity with Sugar Mobile.

Read More

Training & Events

Remote Sales Management with Sugar Dashboards

Join us for a 30-minute webinar on May 27th at 2 PM Eastern to learn about how to create effective dashboards.

May 27

4 Great New Capabilities for Sugar

Join W-Systems and Faye Business Systems Group on June 4th at 2 PM Eastern as they showcase how to automate and streamline processes in Sugar.

Jun 04

Sugar Administration - Essentials (Multi-Day)

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

Jun 09

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.

Jun 23

Sugar New User Training

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

Jun 25

Sugar Reporting

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

Jun 26
Sugar University

Preparing for the Certified Sugar Administration Specialist Exam

This course will walk you through the process of preparing to take your Certified Sugar Administration Specialist exam.

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

May 18, 2020

Sugar Mobile 20.0 for Android

Sugar Mobile 20.0 for Android includes several new product catalog filters, the possibility to create an opportunity from a quote record, and more.

May 18, 2020

Sugar Mobile SDK 20.0

The latest Mobile SDK release is compatible with Sugar Mobile 20.0 and is available for SugarCRM customers or SugarCRM OEM Partners.

View All Releases
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