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Enhancements and Updates

Intelligent One-Click and Other Major Enhancements

Customer Journey Plugin Version 5.4.0 is now availableThe major feature enhancements to the Customer Journey Plugin fall into two major categories:  enhancing the user experience and expanding template control and automation for administrators.New Template:  Priority 1 Critical ProblemTo show off the new capabilities that increase automation and even further reduce the number of user “clicks”

2020-10-28T20:59:08+00:00October 21st, 2020|

Customer Journey Mobile

The Customer Journey Mobile™ by Addoptify brings the capabilities of the popular Customer Journey Plug-in for Sugar to the Sugar Mobile app for iOS devices. Using the Customer Journey Mobile app means one can not only see but assign, interact and use customer journeys as on the desktop. The Customer Journey Mobile app is

2020-10-21T09:59:08+00:00August 2nd, 2020|

Announcing Momentum functionality in the Customer Journey Plugin for Sugar

The Customer Journey Plug-in defines processes, whether simple or complex. For all processes, there will be an optimal amount of time between steps and activities to maximize return or minimize risk.  This is known as process Momentum. Depending on the type of journey, this is sometimes called velocity, efficiency or forward motion.

2020-10-22T09:57:20+00:00June 5th, 2020|

1-Click complex task execution for SUGAR or ANY external application

A Customer Journey Plugin task can be defined so  that a series of actions can take place on 1 click.   The capability extends to being able to call an external application and pass it appropriate data so that it can also be completed with 1 click. You can view a video of the capabilities

2020-06-30T22:07:13+00:00April 7th, 2020|

Bridging the Marketing and Sales gap with the Customer Journey Plugin™

Issues of Marketing and Sales Alignment is a common challenge in today’s business. As with many organisations there is a raging river of silos and more flowing between these two areas. Internal fights about lead hand-­over procedures, lead quality, sales follow up and support are all widening the gap between the two. The result?

2020-06-29T10:29:11+00:00February 6th, 2020|

Diligent Opportunity Management with the Customer Journey Plugin™

How diligent is your Opportunity Management? Is it based on the mood of the individual Sales rep or simply guessing? Sales opportunities are often created hastily based on gut feelings, causing sales people to spread themselves too thin and spend too much time on low priority opportunities. They may even be spending time with

2020-02-08T13:26:46+00:00February 5th, 2020|

Off-boarding? Every Sales Manager’s nightmare!

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

2020-02-08T13:27:11+00:00February 4th, 2019|