Solutions Metrix
Your CRM Solutions Leader
PRODUCTS
Sales Automation
Equip sales teams with Sugar Sell, a sales automation solution, to improve revenue, and efficiency, reduce sales cycles, and provide engaging buying experiences for sales professionals.
Customer Service Solution
Efficiency in customer service and ensuring a unique, positive experience at every interaction point with Sugar Serve, a customer service solution that empowers customer service representatives.
Marketing Automation Platform
Provide sales with the appropriate leads at the optimal time using Sugar Market, a comprehensive marketing automation solution designed for marketing professionals.
Top 5 things we like about SugarCRM
- Easy to use interface designed for non-technical users.
- “No touch CRM.” You can have external sources populate your CRM and voice command.
- Very flexible mobile version that provides customization and adapts to almost any business case.
- Sugar Discover. This time-bound analytics speaks to management. You don't need to be a data scientist to understand!
- SugarCRM offers personalization capabilities without needing any in-depth knowledge or an IT background.
OUR SERVICES
CRM Software Implementation
As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.
Business
Consulting
Our business consulting process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.
No-Code
Enablement
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User Adoption and
Change Management
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CRM Platform
Training
Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM.
Personalized
Support
Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours.
CUSTOM APPS AND CONNECTORS
Shopify connector
Shopify is one of the most popular commerce platforms for online stores. Creatio Shopify Connector is a bidirectional connector to upload contacts, products and orders from Creatio to Shopify and back, providing validity of the links between entities.
OUR SERVICES
Inception
Our inception process objectives aim at understanding the overarching goals of the CRM project and outline its critical success criteria.
Platform Selection
One of our service offering involves analyzing your business line and comparing CRM systems to determine which one best fits your organizational needs.
Implementation
As a part of the discovery process, we build a strategic CRM roadmap called a “project release plan” that we share and validate with our clients.
Training
Training is often overlooked in the deployment process. Many organizations view it as one more line item on an already long list of items they are paying for when, in reality, it increases the ROI of your CRM. Therefore, we require it with every project.
Support
Our customers can purchase a one-time bank of hours to work on a specific support project or specific set of services included in the bank of hours.
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