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Conversion from Salesforce to Sugar

We helped a mid-size enterprise consulting company, seeking to reduce CRM licensing costs, convert from Salesforce to Sugar.

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Visualizing Community Banking Customers

We helped a regional bank deploy Sugar across all departments and ensure they had a full 360-degree view of their customer relationships.

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Onboarding Private Banking Clients using Sugar

We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.

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Using Datamyne Shipping Data in Sugar 

We created a Datamyne integration to Sugar for a leading ocean freight shipping firm, so they can identify new prospects and stay close to current customers.

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Marketing Activity Calendar in Sugar

We helped a marketing team implement uCalendar to take advantage of Sugar's customization capabilities and the ability to create easy-to-follow calendars.

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Sugar Integration to Jive Communications

We created a method to use the Jive Communications app and call contacts directly from within Sugar, saving time for Sugar users that make calls using Jive.

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Sugar Integration to RightSignature

For a leading regional oil distribution company, UpCurve Cloud developed a custom integration between Sugar and RightSignature.

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Interactive Web Forms with Sugar

We created a tool that automatically sends information from contracts in Sugar as web-based forms for the client to fill in additional details.

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Matter Management and Conflict Checking Process

We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.

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Complex Contract Management

We implemented Sugar to help a national technology data services provider replace multiple legacy systems they previously used.

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Coverting Lotus Notes Data to Sugar

We helped a new banking client convert CRM data from a custom Lotus Notes database into Sugar.

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Automated Proposals with Sugar and DocuSign

We helped a New York-based technology company automate their proposal generation and delivery process.

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SugarCRM Mobile Proximity Tools for Commercial Lending

We implemented SugarCRM Mobile for a regional banking client so its representatives be more effective when traveling out of the office.

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High Volume Multi-Channel Customer Service with Sugar

We implemented Sugar to help a national provider of information and technology convert from a legacy customer service platform to a modern CRM system.

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Automated Outlook and Exchange Integration for Sugar

We used Riva CRM Integration tool for Sugar to help an asset management company easily link emails for a highly mobile and distributed sales force.

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