SugarAI
Smarter Automation for B2B Teams
What We Do
We help companies get the most out of SugarAI, formerly SugarCRM, by aligning with your sales, marketing, and customer service workflows.
Our SugarAI experts can help enable smarter automation, forecasting, and dashboards to help your team prioritize opportunities and ultimately drive revenue.
Common Challenges We Solve:
- Inconsistent Data Structure
- Lack of Integrations
- Minimal Strategy
Don’t Let Data Get in Your Way
90%
of CRM projects fail to meet goals if not managed properly.
*Source: Forbes
41%
of businesses struggle to integrate with existing tools.
*Source: SugarAI
76%
of businesses say less than half of their CRM data is accurate.
*Source: ReThink
How We Help
By Working with Atlantic for Your SugarAI Implementation, You Can…
Improve Data Quality
- Clean and standardize your CRM data
- Eliminate duplicates and inconsistencies
- Build a reliable foundation for accurate insights
Enhance Communications
- Keep teams aligned across sales, marketing, and service
- Centralize customer interactions
- Improve visibility into every conversation
Implement AI and Automation
- Streamline repetitive tasks and workflows
- Leverage data forecasting
- Increase efficiency across your entire organization
Don’t Take Our Word For It!
Find out why our clients choose Atlantic
With Atlantic’s help, we now open and close far more sales opportunities. We engage the customer and take swings, which were not happening before.
”
Trevor McSwainRegional Sales Manager
Their team is very responsive whenever we have a question or need support with our CRM.
”
Kate SparksDirector of Marketing
What to Expect
Whether you’re looking to get started or improve your current SugarAI account, we’re ready to help design a CRM that is tailored to your workflows, seamlessly integrated with your existing tools, and backed by our hands-on training to ensure a positive onboarding experience.
Optimize Your CRM in 3 Easy Steps
Step 1
Understand Your Current State
We take the time to understand your current CRM, challenges, data quality, and business goals.
Step 2
Identify Opportunities
Based on your current setup and goals, we recommend data clean-up opportunities, automations, custom dashboards, and integrations that help your business grow.
Step 3
CRM Implementation and Optimization
Our team of CRM experts will help implement key opportunities, including thorough onboarding to ensure you get the most out of your new platform.
Need a Tech Talk?