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SugarCRM will drive sales, automate marketing and enhance experiences, all in one fully customisable software that meets your exact needs.

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A SugarCRM partner in New Zealand
It's as sweet as it sounds

As an accredited software partner for SugarCRM, we are proud to offer comprehensive and cutting-edge CRM solutions to our clients. Our team of skilled and experienced software consultants has undergone rigorous training and certification processes to become accredited partners, ensuring that we possess in-depth knowledge of SugarCRM's software and can provide expert guidance and support.

From customisation and implementation to ongoing maintenance and support, we are dedicated to helping our clients optimise their CRM workflows, streamline their sales and marketing processes, and enhance their customer relationships.

With Sugar you get a "high-definition customer experience", this means companies can achieve a crystal-clear view of their customers and their behaviour. Businesses can rewind and review, in order to gain a stronger understanding of decision-making. This awareness develops better situational awareness you can make more bankable predictions about the future.

Sugar drives businesses to reach new levels of performance and enables predictability. If you are scaling in a big way, have a chat with one of our experts and see how Sugar could work in your business.

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SugarCRM features and benefits

If you’re looking to drive sales, Sugar Sales delivers. Build strong, lasting customer relationships that are underpinned by in-depth data, allowing you to get the exact intel quickly and easily for each customer interaction. Automate your most important and repeated tasks to free up your staff’s time – and spend less of it entering and retrieving data.

Automate & Accelerate
Sugar Sell's platform automatically collects data and makes it available to everyone who needs it, saving sales teams from having to manually enter countless information. Sales representatives can spend more time selling by concentrating on the most promising leads and clients. Smart playbooks and guides assist increase conversion rates while shortening sales cycles and time to close.

Relevant Data at Your Fingertips
Using customised dashboards to better understand your consumers
tracking of important tasks, goals, and activities. With only a few clicks, you may quickly obtain a comprehensive understanding of any area of the organisation by drilling into reports. Additionally, Sugar Sell's renewal dashboard, which includes built-in support for subscription-based sales, ensures that you never miss a renewal opportunity.

Get More Done in Less Time
Through a platform that continuously analyses metrics and KPIs, provide sales teams with preemptive warnings, root cause investigation, and more. With analytics that show you what works, what doesn't, and how to reproduce your successes, make more data-driven decisions. Use a platform that adds vital information from outside data sources to your existing data to get a more complete picture of your customers.

Sugar Market is a complete marketing automation solution that enables you to understand engagement, improve conversion, get more revenue, and become a data-driven marketer. Drive the right traffic to your website with SEM, SEO and social media tools, then capture valuable leads.

Multi-channel Marketing for All Business Needs
You can connect and interact with your clients using Market, no matter where they are. Market provides all of your marketing automation needs in one user-friendly cloud solution, covering inbound and outbound email marketing, social media management, AI-driven predictive analytics, and even management tools for Google Ads.

Close the Marketing Loop with Sales
Market has already been connected with the top sales automation programs, including
Sell sugar. As a result, you may monitor the activities of your prospects and clients.
and determine their level of interest using Auto-Machine Learning from SugarPredicts
capabilities throughout the client lifetime, resulting in quicker the ability to find chances for repeat business and handoffs to sales
increase revenue per customer even more.

Advanced analytics, including reporting dashboards
Capture actionable insight into your marketing performance to understand what’s driving revenue.

Complete marketing automation solution
Facilitate rapid and reliable marketing lead qualification and prioritisation through artificial intelligence (A.I.) predictive lead scoring.

Enhance customer experiences with Sugar Serve. Providing you with a complete picture of your customers’ experiences, you can ensure proper response and resolution times, monitor customer satisfaction, empower customers to help themselves and always meet your customers’ needs.

A Powerful, Process-Driven Support Solution
Ready-to-use reports, pre-built procedures for SLA management, and Serve is a self-service portal builder that is simple to use.Improve your customer service and wow your clients.

Service Console
A single, high-performance work console will enable your agents to be more productive and handle cases with less hunting and information-seeking.

Sentiment Analysis
Using Serve's SugarPredict AI-powered sentiment analysis, you may learn about your clients' perspectives and attitudes toward you as well as your agents' demeanor when dealing with customers.

360-degree Visibility of Your Customers
Serve leverages SugarCRM’s unique time-aware customer experience platform, allowing you to access the most relevant customer information and deeper insights to drive more informed decisions and faster resolution times.

Enhance your SugarCRM user experience through the Power of Integrations. Connecting with existing software in your business is easier than ever with SugarCRM.  Here are a few of the most common integrations our customers are using.

optiSync
optiSync is a SugarCRM™ Loadable Module that imports and exports data between SugarCRM and external data sources.

SugarCRM to Xero
Zapier lets you send info between SugarCRM and Xero automatically - no code required. How does it work? SugarCRM triggers when you add a new case and adds line items to an existing sales invoice.   Get in touch to set up this integration.

Sentiment Analysis
Using Serve's SugarPredict AI-powered sentiment analysis, you may learn about your clients' perspectives and attitudes toward you as well as your agents' demeanor when dealing with customers.

360-degree Visibility of Your Customers
Serve leverages SugarCRM’s unique time-aware customer experience platform, allowing you to access the most relevant customer information and deeper insights to drive more informed decisions and faster resolution times.

Click here to learn more about optiSyncGet in touch with us

optiSync

optisync process diagram

What is optiSync?

optiSync is a SugarCRM™ Loadable Module that imports and exports data between SugarCRM and external data sources. optiSync is an ETL (Extract,Transform, and Load) component that can communicate with a variety of external systems, including:  

●    Databases

  • MS SQL Server
  • MySQL
  • Oracle DB
  • PostgreSQL 
●    RESTful Services 
●    CSV import via FTP, SFTP, and WebDAV 

optiSync’s primary use case is for near-real time synchronisation between customers’ databases and SugarCRM. optiSync allows non developers to easily configure SugarCRM synchronization with external sources as opposed to building a custom integration for each back-end system. It is also designed for the SugarCRM environment and is less generic than other middleware platforms , making the configuration simpler and easier to achieve.

optiSync is fully configurable using the SugarCRM web GUI

Function:

Extraction

Data extraction can be filtered on multiple conditions so that only records that should be synchronized are extracted. optiSync tracks the last time a successful synchronisation occurred, and will only fetch records that have been modified since then.

Transformation

Mapping of source fields to target fields. Translation of email addresses to SugarCRM email relationship.

Loading

Target records can be matched on multiple conditions, and can be created and/or updated (upset). If more complex matching is required, optiSync can be extended with customised code.

optiSync can be configured to only write out values that are currently empty in the target system. I.e. if the target already has a value it will not overwrite it.

optiSync can also link the target record with other SugarCRM modules or DB tables, using the same powerful matching rules for finding target records.

Efficiency

optiSync can map multiple outputs to one input, so the data is only extracted once.

Scheduling

optiSync has flexible scheduling using the SugarCRM scheduler. Synchronisations can be scheduled to import updates every minute, or to perform a complete synchronisation every night.

Duplicate Detection

With its flexible matching rules, optiSync can also be used to find duplicate records and mark them as de-duplication candidates.

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Fern Energy

7/9/2023

Fern Energy was created through the partnership of two longstanding, trusted kiwi companies, Southfuels and Farmlands Fuel, to better serve the people at the heart of our primary industries across New Zealand.

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