Professional Services

With Doc Merge you can generate DOCX, XLSX, PPTX, and PDF document templates in Sugar to pull data from your records, allowing you to mass generate or individually download your business docs.

It could be Quotes, Contracts or NDAs –  This powerful tool will save you time producing common documents within Sugar while linking these documents to Sugar records for future reference.

Previously known as Sugars’ Customer Journey Plug-In, Sugar Automate is the tool to use to visualise business processes for your end users and navigate them through their to-does and actions along the way.

Want to find out how effective your Sugar is? If you are fully benefitting of all CRM functions? Are you achieving return on investment?

We’ll help you find areas that you can improve and provide value to both your Sugar users and CRM investment.

This training session will be tailored to provide you as the system admin with a vast repertoire of know-how to run your CRM successfully for your business.

Are you on the quest to automate certain tasks in Sugar or try to setup reminders to make CRM work easier for your users? We can show you simple ways to add automation to your system by using the powerful tool ‘SugarBPM’.

Already had a go at building your own reports and dashboards but you would like to know all the in’s-and-out’s of Sugar reporting to maximise your data visibility for your end users? Then this is the right course for you!