Related Feature: SugarCRM
Wisenet Sales is powered by SugarCRM, the world’s leading provider of open source Customer Relationship Management (CRM) software. SugarCRM and Wisenet work together so that you can manage opportunities in Sales and then convert a closed sale into an enrolment in Wisenet without rekeying data.
Benefits
- Platform integration
- Data integration and easy sharing
- Custom business applications
How does it work?
Decide if:
- SugarCRM is for you? You can read more about SugarCRM
- If Yes, decide if:
- BYO SugarCRM, or
- Wisenet hosting?
- If Yes, decide if:
The Set Up process to configure SugarCRM to Wisenet is different depending on whether you are bringing your own (BYO) or Wisenet is hosting.
You can import data into SugarCRM yourself by hovering on different sections and right-clicking. We recommend that you check how SugarCRM fields map to your Wisenet database to ensure that your data is correctly synchronised.
How to Import Data into SugarCRM
Learn More?
- Learn what data gets integrated
- How To Synchronise Records across Applications
To export data to Wisenet you will need to create an account and attach contacts to the account. Once contacts are attached, you will then need to create an Opportunity.