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 three ways Ursula could have been “Ruler of all the Oceans” with the help of Sugar and W-Systems Sugar add-ons and integrations.Read More
Excited about SugarConnection Boston 2019? This year’s edition features Scott Stratten and we are here to give you an insight into his “unmarketing" views.Read More
This live virtual class will provide you with the tools necessary to use Sugar as a new End User.
Learn to navigate in Sugar, customize the interface, update information, add new leads, convert leads and log activities.
This course is for any Sugar user that is looking to learn how to run reports efficiently in Sugar
This live course provides Sugar Administrator users with the tools needed to apply best practices on advanced configuration topics in Sugar.
In this course you'll learn how to navigate Sugar Market as well as understand what's located in each of its menus and shortcuts.
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.
Learn how to streamline every stage of the sales funnel for maximum efficiency.
Learn the DocuSign basics: signing, sending, and templates.