4 Great New Capabilities for Sugar

4 Great New Capabilities for Sugar

In this webinar, W-Systems and Faye Business Systems Group showcased how to automate and streamline processes, improve engagement, and integrate messaging in Sugar.

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W-Systems

June 04, 2020
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    © FayeBSG | www.fayebsg.com 4 Great New Capabilities for Sugar FayeBSG & W-Systems
  2. © W-Systems Corp. | www.w-systems.com Presenters Sarah Friedlander Garcia W-Systems

    sarah @w-systems.com Roy Grubbs W-Systems rgrubbs @w-systems.com Jesse Heller FayeBSG jesse.heller @fayebsg.com Jonathan Kirby FayeBSG jonathan.kirby @fayebsg.com Kaleb Dague FayeBSG kaleb.dague@ fayebsg.com
  3. © W-Systems Corp. | www.w-systems.com • Overview & Welcome •

    4 New Capabilities in Sugar ⁃ wDocs: Sugar Document Automation ⁃ Custom Buttons ⁃ Sugar Messaging ⁃ Splash: CRM Gamification Engine • Q&A Agenda
  4. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-sstems.com

    W-Systems
  5. © W-Systems Corp. | www.w-systems.com W-Systems Background Top SugarCRM Global

    Partner 90+ Staff Members focused on Sales & Marketing Technology Over 1000 CRM Deployments Since 1996 Corporate Family
  6. © W-Systems Corp. | www.w-systems.com wDocs: Sugar Document Automation Meet

    wDocs, a tool to quickly create Microsoft Word templates that can be used to merge information from any module in Sugar into a presentation-quality documents. Sample documents include: • Account Profiles • Casework orders • Contracts • Mailing labels • Proposals
  7. © W-Systems Corp. | www.w-systems.com wDocs Benefits Quickly Generate Documents

    With a few clicks, you can merge multiple records' data in a single quality document. Multiple Document Formats wDocs can export your documents in Word, Excel, or PDF format. Intuitive Template Builder wDocs includes an intuitive template builder to get you started and generate documents. eSignature Support With wDocs and our DocuSign integration, you can easily send contracts for review and signage.
  8. © W-Systems Corp. | www.w-systems.com wDocs: How does it work?

    Create Polished Microsoft Word Documents Natively from Sugar Easily and automatically generate documents your users need from Sugar. Examples of files can include (but are not limited to) letter templates, NDA agreements, letter quote, Statement of Work, Account Visit Planning Report and more. Merge Information from any Combination of Modules The document automation module can merge any module related data from Sugar into a predefined Word template. For instance, from the Accounts module, quickly generate a contract or letter template.
  9. © W-Systems Corp. | www.w-systems.com wDocs: How does it work?

    Merge Multiple Records from Related Tables Create documents with merges of data from one-many relationships. For instance, when merging a document from the Account module, include information from the related contacts or meetings modules for the account. Mass Record Merge from Module List Views From Sugar list views, select multiple records to create multiple merge documents. When in the Accounts list view, select multiple accounts and generate a merge of address labels or letter templates for those accounts.
  10. © W-Systems Corp. | www.w-systems.com wDocs: How does it work?

    Merge to Your Local Computer as a Sugar Linked Document Keep all documents within your Sugar instance as a linked document instead of downloading to your local computer. The file then will be accessible by anyone within Sugar. wDocs will merge and directly attach the merged document as a linked document in Sugar. Merge Using Microsoft Word Template and Auto-Convert to PDF Once your Microsoft Word Template is uploaded, you can choose between downloading the final merged file as either an MS Word or PDF document. Design your templates in Word but output directly to PDF formatting.
  11. © W-Systems Corp. | www.w-systems.com wDocs: How does it work?

    Generate Labels This feature allows you to merge multiple records into label documents or labels. You may customize the content of labels by creating document templates. Document Template Builder Easily create your own formatted Google Docs or Microsoft Word documents from module or related module fields. You can also quickly generate tables and format various field types including date, boolean and text.
  12. © W-Systems Corp. | www.w-systems.com Custom Buttons Custom Buttons is

    a field type which can add buttons in dashlets, list and record view. This field type supports adding multiple actions on the same Custom Button and covers a variety of capabilities, reducing the time and hassle needed to go through manually through different menus to complete those actions.
  13. © W-Systems Corp. | www.w-systems.com Custom Buttons is Part of

    wTools Library of Sugar Enhancements • These small enhancements pack a productivity punch • A set of 10 customizations • Out-of-the box features meant to take advantage of SugarCRM’s flexible platform • Streamline your team’s workflow and boost productivity
  14. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-sstems.com

    Live Demo
  15. © W-Systems Corp. | www.w-systems.com Contact W-Systems to learn more

    about how your organization can use wDocs and Custom Buttons in Sugar. Email: sales@w-systems.com Get Started with wDocs & Custom Buttons
  16. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG FayeBSG
  17. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG About FayeBSG • 25+ Years of experience • More than 500 clients • SugarCRM Elite Partner • Global partner of the year in 2020 • Corp HQ in SoCal, offices in Chicago, Dallas, Philadelphia, Miami, Europe and South America • Focus on CRM, CX, Financial Software, Marketing Automation and Custom Solutions • Hundreds of successful CRM, accounting, ERP, and custom software implementations • Integrations for ERP, Marketing Automation, Cloud Storage and Communications, Project Management, etc.
  18. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG FayeBSG Sugar Integrations and Enhancements
  19. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG What is Sugar Messaging? We’ve integrated Sugar with Twilio and Ytel, the leading platform for SMS, Voice, Email, and Direct Mail
  20. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG What is Sugar Messaging? • Text “on the fly” from any record with a mobile phone number • Send texts to one or more recipients using user-definable pre-built SMS Text Templates • Send texts from Sugar List Views by selecting records and clicking a “Text” button • Integrate texts with workflows to enable automated texting based on values in Sugar fields • Send texts via Sugar Campaigns • All texts stored in SMS Messages sub-panel under contacts, leads, etc. • Receive return texts and have them appear in SMS Messages sub-panel and in an easy to use dashlet on your home screen • And more….
  21. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG What’s New? • Use SugarBPM to send SMS Messages • Send and receive Multimedia Messages (Images and Videos) • Send reminder SMS Messages for Meetings and Calls • Create mass texting campaigns for Events and Webinars • Use the Chat Dashlet to have real-time conversations within the Dashlet, similar to a text conversation on a phone
  22. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG Demo Time!
  23. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG The Gamification tool for Sugar
  24. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG Gamification is all around us
  25. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG Splash for Sugar | CRM Gamfication Engine
  26. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG Splash for Sugar | CRM Gamification Engine Improve User Adoption Engage Employees Drive Measurable Results
  27. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG Demo Time!
  28. © W-Systems Corp. | www.w-systems.com Faye Business Systems Group |

    info@fayebsg.com | 818.280.4820 | @FBSG Thanks for Attending! Reach out to us with any additional questions or to learn more about anything you heard today! Contact: Kaleb.dague@fayebsg.com jonathan.kirby@fayebsg.com 818-280-4820
  29. © W-Systems Corp. | www.w-systems.com © FayeBSG | www.fayebsg.com ©

    W-Systems Corp. | www.w-systems.com Q&A
  30. © W-Systems Corp. | www.w-systems.com © FayeBSG | www.fayebsg.com ©

    W-Systems Corp. | www.w-systems.com Thank You!