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.
It’s the new year and now is the perfect time to dive into our five favorite Sugar tools that will boost your sales in 2020.Read More
Learn how to better align your sales and marketing teams, for improved sales enablement capabilities and higher revenue!Read More
This is the last day of our 12 Sugar Customizations blog series and today we’re introducing our Create Record And View It.Read More
Santa can't deliver this for you...but we can! Discover our customization that allows you to download Sugar packages in one go!Read More
We are not done yet with our Christmas reveals! Today we’re taking a dive into the Mass Update Settings Admin Panel customization!Read More
This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.
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 the essentials of using Sugar as a Sugar sales business user.
In this course you will learn about Sugar Connect, an email client add-in that lets you work with your Sugar data without navigating away from Gmail.
Learn how to streamline every stage of the sales funnel for maximum efficiency.
Learn the DocuSign basics: signing, sending, and templates.