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.
With SugarCRM's acquisition of Salesfusion marketing automation, Sugar is taking another step to getting a unified, comprehensive customer view.Read More
This course is for administrators who would like to explore Advanced Workflow and all it has to offer.
This course is for new administrators who are looking for a quick way to get started configuring Sugar to meet their business needs.
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.
Sugar 9.0 was released on April 5, 2019. This video will give you an overview of the new features and functionality available in this release.
Learn how to work with SugarBPM to create process definitions, process business rules, process email templates, and how to manage running processes.
Learn how to streamline every stage of the sales funnel for maximum efficiency.
Learn the DocuSign basics: signing, sending, and templates.