Get The Latest Market Updates
Keep your business ever ready with latest market developments
We developed an automation plugin for Microsoft Forms inside SugarCRM to automate customer surveys and reduce manual workflow process for our tax service client.
In this case study, we developed custom tabs and a robust service workflow mechanism that not only ensured data integrity but enabled timely revenue recognition and easy maintenance of financial statements.
The objective of CRM customization was to create an end-to-end CRM tool that performs all the functions for the front, middle, and back-office.
The seamless system integration now allows the concerned departments to use their Genesys Contact Centre inside SugarCRM to target and manage leads.
A Dashboard in Sugar is built consists of various Dashlets, which allow users to view specific data, insights, and useful visualizations.
Dig deep to know the success formula
Subscribe Now