This guide covers how to start using the plug-in as an administrator after it has been installed and activated. Note: To get the latest version of the guide you will be redirected to sugar.com. Go to the guide
Simplifying complexity: Geno, the Norwegian breeding organisation, streamlines and fast-tracks multiple customer processes and ensures an easy knowledge transition across staff. Next step: implementing the Customer Journey Plugin™ globally. “We are very impressed with the Customer Journey Plugin™ and how it helps us streamline our marketing and sales processes
CRM failure rates across ALL vendors are still high – very high. The reason for CRM failure generally has one key element: user – i.e.: individual – adoption is low. If adoption is low, a CRM will be a failure, regardless of its feature set, cost, choice of location (cloud or otherwise) or the
What happens when one of your Sales Executives leaves the team? Worrying about losing institutional knowledge, missing expertise or ruing important customer relations? Can you afford to have an employee with a monopoly on customer-specific knowledge? Losing an employee can cripple your business and puncture existing sales opportunities. Without a smooth handover process you
This video highlights Addoptify Customer Journey V5 Plugin for Sugar, including 1-Click complex task execution for SUGAR or ANY external application. Check this and other features out here.
The ability to visualize a process or series of tasks is available for all aspects of the business including lead management, opportunity tracking, account planning and customer care. There are a number of prebuilt templates available that can all be copied, modified and extended to meet the needs of your organization. This ability to