SugarAI

SugarAI gives your sales team a clear picture of where to focus, which deals are at risk, and what to do next, without the manual digging.

SugarCRM

Improve your business's customer experience with cloud-based software
that enables your marketing, sales, and services teams to collaborate.

Benefits

Make customer experience management easier

Save time

SugarAI handles the manual work so your team doesn't have to. Automated data entry, routing, and alerts keep your pipeline moving without anyone chasing updates.

Flexibility

No two sales teams work the same way. SugarAI fits your process, your workflows, and your existing tech stack without forcing you into a one-size-fits-all setup.

AI-Powered Selling

SugarAI reads your customer and prospect data to show your reps which deals are worth pursuing and which ones are at risk, before they slip. Less time digging through data, more time in front of the right people.

No Blind Spots

Know the health of every deal in your pipeline. SugarAI gives your sales team and leadership a clear, real-time view of what's moving, what's stalled, and where to act now.

New to SugarAI?

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Approach

How we customize SugarAI for your needs

Business Process Mapping

Our team reviews your needs, goals, and challenges you’re looking to solve to ensure we make SugarAI work for your unique business context.

Design & Configuration

We ensure that SugarAI adds more value across your teams by designing, custom-configuring, and implementing all you need to efficiently engage with customers and prospects in order to build more meaningful relationships.

Integration Development

Integrate SugarAI with other applications to eliminate silos and develop a single source of truth to gain visibility, drive efficient operations, and generate more sales.

Data Migration & Reporting

Our team migrates legacy systems to SugarAI and modify how data is stored to launch new user-friendly dashboards that help you keep tabs on performance.

User Training & Onboarding

Our team delivers tailored training and onboarding programs to accelerate the adoption and use of your new SugarAI solution.

Support & Enhancements

Ongoing support whenever you need help with maintenance, upgrades, configuration enhancements, and technological requirements.

SugarAI Solution Partner

As a SugarAI Solution Partner, we have met the certification requirements set by SugarAI and have expertise in implementations, customizations, and integrations. Our team is experienced in leading digital transformation projects and we are experts in marketing, sales, and service automation. With our help, you’ll be able to better leverage SugarAI and increase your ROI.

Services

How we accelerate your organization to the next level

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Analysis & Strategy

Collaborate with stakeholders to assess, identify, and define top priorities and goals, and strategize a framework that promises success.

Process Management / Mapping

Map your workflows, data hierarchy, and integrations from start to finish to establish standardized processes that will maximize operational efficiency.

Design, Configuration & Development

Design a system with functional and technical requirements to deliver a custom configured integrated environment that meets your desired state.

Onboarding & Training

Jumpstart employee adoption and use of your newly configured platform.

Platform Support

Ongoing support any time you need help with maintenance, upgrades, configuration enhancements and integration requirements.

"What sets Inovus apart from competitors is that they’re more interested in what’s important to me. They’re interested in me as a business rather than me as a customer, which makes all the difference."

Jeff Dordick

VP of Sales

Barron Designs

High-impact services to help your business

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