SugarAI helps your revenue team focus on what matters, identifying risk, spotting opportunity, and taking the right action at the right time. All in one fully customisable platform built to fit your exact business needs.
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As an accredited software partner for SugarAI, we are proud to offer comprehensive, AI-powered CRM solutions to our clients across New Zealand and Australia. Our team of skilled and experienced consultants has undergone rigorous training and certification to become accredited partners, ensuring we have in-depth knowledge of the SugarAI platform and can provide expert guidance and support. We serve clients across New Zealand and Australia, with offices in Auckland and Brisbane and consultants based in Sydney and Melbourne.
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, all powered by AI.
SugarAI transforms CRM from a system of record into a system of proactive sales guidance, interpreting signals from across your business to guide sellers toward the highest-value accounts and opportunities. Rather than adding more dashboards or complexity, SugarAI simplifies helping your teams identify renewal and reorder risk earlier, surface what requires immediate attention, and act on the right next step with confidence.
If you are scaling in a complex, relationship-driven sales environment, with long buying cycles, deep customer accounts, or extensive product catalogues, SugarAI is built for your business.
Have a chat with one of our experts and see how SugarAI could work for you.
If you’re looking to drive sales, Sugar Sales delivers. Sugar Sell acts more like a sales coach than a database, guiding sellers to the actions that have the biggest impact. It shows reps the right accounts, opportunities, and actions every time they log in.
Sugar Market is a complete marketing automation platform that helps marketing teams plan, execute, and measure campaigns in one place, so they can generate better leads and clearly see what’s driving pipeline and revenue.
Enhance customer experiences with Sugar Serve. Sugar Serve helps service teams deliver faster, more personalised support by giving agents a complete view of the customer and the tools to resolve issues efficiently across channels.
Enhance your SugarAI user experience through the Power of Integrations. Connecting with existing software in your business is easier than ever with SugarAI. Here are a few of the most common integrations our customers are using.
optiSync is a SugarAI™ Loadable Module that imports and exports data between SugarAI and external data sources. optiSync is an ETL (Extract, Transform, and Load) component that can communicate with a variety of external systems, including:
● Databases
optiSync's primary use case is for near-real time synchronisation between customers' databases and SugarAI. optiSync allows non-developers to easily configure SugarAI synchronisation with external sources as opposed to building a custom integration for each back-end system. It is also designed for the SugarAI environment and is less generic than other middleware platforms, making the configuration simpler and easier to achieve.
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.
Mapping of source fields to target fields. Translation of email addresses to SugarAI email relationship.
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 SugarAI modules or DB tables, using the same powerful matching rules for finding target records.
optiSync can map multiple outputs to one input, so the data is only extracted once.
optiSync has flexible scheduling using the SugarAI scheduler. Synchronisations can be scheduled to import updates every minute, or to perform a complete synchronisation every night.
With its flexible matching rules, optiSync can also be used to find duplicate records and mark them as de-duplication candidates.
optimate.me worked closely with TotalEnergies to define the current pain points within the business and to work out why they might implement CRM. They had previously implemented a lightweight web-based CRM and this hadn’t been successful so it was important to find a new system that will help them scale.
Read more...Watch a video about how implementing SugarCRM has been a game-changer for Mimico.
Read more...Fern Energy was created through the partnership of two long-standing, 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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