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.
Take a look at how users are able to easily send scheduled reports via email in different formats with the Enhanced Report Scheduler for SugarCRM.Read More
In this blog, I will summarize what I learned from the experts and uncover Docusign’s secret to sales and marketing success.Read More
You asked, we delivered — wDocs now includes a Template Builder so you can start generating documents from Sugar in no time!Read More
Sugar Administration Essentials offers fundamental configuration training for new Sugar Admins.
This live virtual class will provide you with the tools necessary to use Sugar as a new End User.
This live-virtual class will teach you how to use Sugar's Reports module to run the reports you need quickly and efficiently.
This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.
Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.
Innovative solutions and strategies from the best and brightest in financial services.
Learn about Sugar's new product offerings as well as some of the great enhancements included in the Summer '19 release for Sugar Professional and Sugar Enterprise customers.
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 streamline every stage of the sales funnel for maximum efficiency.
Learn the DocuSign basics: signing, sending, and templates.