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PRODUCTS

Sales Automation

Equip sales teams with Sugar Sell, a sales automation solution, that improves revenue and efficiency, reduces 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.

THESE COMPANIES USE SUGARCRM​

Top 5 things we like about SugarCRM

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.

Contact us for a live demonstration with our experts.

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Contact us for a live demo
with our experts

First Name
Last Name
Work Email
Company Number
Company Name
Industry
Company Size
Title
Department
*By signing up, you consent to receiving exclusive news, promotions, and other communications from Solutions Metrix via electronic messages (such as email). You may withdraw your consent at any time from receiving such electronic messages by selecting the unsubscribe option.