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We developed an automation plugin for Microsoft Forms inside SugarCRM to automate customer surveys and reduce manual workflow process for our tax service client.
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.
Incorrect info in the system can confuse the team, cause irregular cash flow for the organization, and result in a bad customer experience.
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