First the business objective.
Later, determine how the objective is going to be managed and then design the process that will allow that objective to be met.
W-Systems has extensive experience working with a wide variety of businesses in sectors as diverse as aerospace, manufacturing, services, and non-profit.
We've learned what works and what doesn't and use those insights to customize your process to efficiently meet your needs.
Typical processes effectively handled by our powerful applications are:
- Lead Generation
- Lead Processing and Management
- Literature Fulfillment
- Customer Profiling
- Sales Activity Reporting
- Proposal and Quote Generation
- Sales Forecasting
- Territory Realignment
- Customer Service and Help Desk
Featured Process Design Case Studies
Building Materials Manufacturer Implements CRM to Support Sales Reps Both Internally and Externally
As a fast-growing organization, ASI needed a better way to manage the many opportunities coming their way. ASI’s use case is particularly interesting, in that they have a mix of employees, managers and an outside sales team who use Sugar CRM in nearly everything they do.View Case Study
Leader in Freight Forwarding Adopts SugarCRM for More Efficient Sales Prospecting
Star Asia’s top requirement was the ability to grow quickly. One of the challenges they faced with their previous CRM system was how to ensure that new sales reps immediately had leads and opportunities to work with. Star Asia was introduced to W-Systems through their partnership with logistics services provider OEC Group, another W-Systems Sugar customer.View Case Study
A Growing Moving and Storage Company Leans on Sugar as a Lead Management Solution.
Prior to investing in Sugar, as with many small-to-medium sized businesses, Clancy’s lead tracking was spreadsheet based. “When I came to this company, there was no CRM system,” Elizabeth explains. “There were website leads coming through email and being put on a spreadsheet. Sometimes people would call in and that was never even being logged. It was all about a gut feeling. Management would ask, ‘how’s it going this week? Are we getting good leads? Yeah, okay great.’ You would literally just ask people.”View Case Study
A growing design and publishing studio manages a wealth of operations with Sugar.
Fig Industries knows a thing or two about creative design and marketing. But could a branding, package design and magazine publications company use CRM software not only for the traditional sales and marketing functions, but also to run publishing processes? The answer, it turns out, is an enthusiastic yes.View Case Study
Talking with Pierre Hellivan about Vigon International is like driving a precision race car: it’s exciting and you’re going to go really, really fast.
The key to success? A strong focus on excellent business processes, an understanding of both human and technology capabilities, and a commitment to continuous improvement across the board.View Case Study
VPI streamlines lead management and delivers outstanding customer experience with SugarCRM and Pardot Integration.
VPI streamlines lead management and delivers outstanding customer experience with SugarCRM and Pardot Integration.View Case Study
Featured Process Design Projects
We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.
We helped a marketing team implement wCalendar to take advantage of Sugar's customization capabilities and the ability to create easy-to-follow calendars.
We created a tool that automatically sends information from contracts in Sugar as web-based forms for the client to fill in additional details.
We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.
We implemented Sugar to help a national technology data services provider replace multiple legacy systems they previously used.
We implemented Sugar to help a national provider of information and technology convert from a legacy customer service platform to a modern CRM system.
For a national distributor of specialized building materials, we configured Sugar to track construction projects for more detailed and accurate sales forecasts.
We used Sugar to help a large telecommunications network company enable its independent sales agents to register the sales opportunities they were working on.
We helped a mid-size ingredient and flavoring company, configure Sugar with a detailed sales meeting planner.
We helped one of the world's largest banks convert all their info into Sugar and build a system to track relationships with institutional investors.