
Securely sign and manage documents directly within your CRM by leveraging the Sugar Connector to DocuSign, which works seamlessly in the cloud for increased speed and flexibility. Users can configure and send envelopes from the DocuSign dashlet in Sugar, and your customers can sign documents from any browser, including mobile devices, within minutes.
SugarCRM will then tell you it's been approved!
The DocuSign dashlet enables you to send and track documents directly from within Sugar, and can be added to any module, including Accounts, Contacts, Leads, Opportunities, and Quotes.
Using the Sugar Connector to DocuSign dashlet, you always know the status of your documents. Send documents to your contacts for signature without switching browser windows, track them, get alerts on status updates, and easily view and store them all within Sugar.
Sales and Support teams can rest assured that your documents are secure within the cloud and that customers can easily access the documents across devices and browsers.
Whether you're an Auckland distributor looking to streamline sales, a Christchurch manufacturer wanting better customer visibility, or a Wellington services firm ready to scale - we'll explain exactly what CRM and marketing automation do, how they differ, and how to choose the right solution for your business.
Full article...What if a product return could become your next sale - automatically? In our recent webinar "AI that Delivers: Transforming CX in Retail" we outlined where AI is delivering measurable CX impact today, from service automation to revenue recovery. We include a practical high-impact workflow demonstrating how AI can resolve a return and drive a new purchase in seconds. Review the insights, watch the workflow in action, and then unlock the full webinar for the deeper strategic and technical walkthrough. If AI is on your roadmap this year, this is required viewing.
Full article...For many businesses, a traditional ERP system has long kept operations running. It successfully manages orders, inventory, finance, and other core functions, but alone it doesn't support growth. For companies ready to move beyond just “running the business”, ERP + CRM integration becomes the foundation for growth, not just efficiency. In this article Optimate.me shares our experiences, partner reviews and takes a look at some of the custom features we have available for our customers.
Full article...