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.
This guide covers how users can engage with the plug-in after it has been installed, activated, and configured by an administrator. Note: To get the latest version of the guide you will be redirected to sugar.com. Go to the guide
The success factors: streamlined processes, a unified sales methodology and stronger onboarding efficiency. The key ingredient: Customer Journey Integration with Sugar! With a presence in more than 80 markets, Roxtec has become a global brand and a world-leading supplier of flexible cable and pipe sealing solutions to various industries.
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
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