Who is the solution for / problems that it solves.
SugarCRM teams and their customers lose revenue to disconnected data, manual handoffs and blind spots in the pipeline.
Operations and Users - Better Outcomes
Revenue and sales ops teams need a single, trusted view of every account not five tabs across CRM, ERP, and support.
Put It Forward unifies SugarCRM with upstream and downstream systems, syncing accounts, contacts, opportunities and revenue data in real time.
Reps get context-rich CRM records with embedded insights no manual data entry, no stale pipeline data.
Architect - Optimize Best of Breed
SugarCRM operates inside complex stacks ERP, CPQ, marketing automation, billing, and support must all speak to CRM.
Put It Forward delivers pre-built, no-code connectors across 340+ systems and governs data quality, mapping, and transformation automatically.
Architects deploy governed integration pipelines in days, not sprints with full audit trails and role-based access control.
Business Leadership - Scale
Business leaders need SugarCRM to scale across segments, regions, and product lines without multiplying IT headcount.
- - No-code tools that any RevOps analyst can configure and own
- - Predictive pipeline and churn signals surfaced inside SugarCRM dashboards
- - Faster time-to-revenue across new markets and go-to-market motions
Automated Lead-to-Revenue Pipeline
Scenario: Marketing generates leads in Sugar Market that sit unscored in CRM for days while sales chases manual follow-up tasks.
Solution: Put It Forward syncs Sugar Market scores, ERP purchase history, and support data into SugarCRM in real time. Workflows trigger follow-up tasks and owner assignments the moment thresholds are crossed.
Results: Lead response drops from 5 days to under 4 hours. SQL conversion lifts from 18% to 23%. Pipeline coverage improves 30% in 90 days.
ERP-to-CRM Revenue Sync & Upsell Intelligence
Scenario: Sales reps have no visibility into invoice status, contract renewals or product usage. ERP data is updated by finance weekly upsell opportunities are missed.
Solution: Put It Forward connects SugarCRM bidirectionally to ERP, syncing order history, renewal dates, account health and payment status. Automated workflows alert reps at the right moment.
Results: 42% more upsell opportunities identified per quarter. Renewal forecast accuracy improves 28%. Finance-to-sales handoff drops from 7 days to same-day.
Predictive Churn Prevention & Retention Automation
Scenario: CS teams cannot act on churn risk because Sugar Serve tickets, NPS scores and product usage data are never unified with CRM. Churn is identified at renewal too late.
Solution: Put It Forward aggregates support ticket frequency, NPS trends, product usage, and payment history into a churn-risk model. Predictive scores are embedded in SugarCRM accounts and trigger retention workflows 90 days before risk materialises.
Results: 30% reduction in churn rate. CS teams act 90 days earlier. Retention workflow automation reduces manual outreach time by 55%.
Put It Forward connects SugarCRM to every system in your revenue stack triggering intelligent workflows at every business event that matters.
- Business event: Lead score threshold crossed Instantly sync Sugar Market score to CRM, assign owner and trigger multi-step follow-up workflow
- Business event: ERP invoice or renewal event Push order status, contract renewal date and payment health into SugarCRM account and opportunity records
- Business event: Churn-risk score spike Aggregate support tickets, NPS, usage and billing signals; trigger CS workflow 90 days before renewal
- Business event: New account or contact created Auto-enrich CRM record with firmographic, technographic and intent data from connected platforms
- Business event: Pipeline stage change to Closed Won Orchestrate downstream handoffs to legal, finance and onboarding automatically
How Put It Forward orchestrates SugarCRM across your full revenue stack
- No-Code Multi-Step Workflows
- Process Orchestration Across Teams
- Integrated Reporting & Analytics
- Agent based workflow integration into SugarCRM
- Scalable AI-Powered Enhancements
The Only Option Built for Governed, Multi‑System Integrations
| Capability | Put It Forward | Code/Middleware | RPA | Vendor Connector | Bulk File Transfer |
|---|---|---|---|---|---|
|
Architecture & Scale |
|
|
|
|
|
|
No Code Solution |
|
No |
|
|
No |
|
Bi-Directional Integrations |
|
|
NA |
Limited |
NA |
|
Data Transformations (with validation) |
|
|
No |
No/Fixed Mapping |
Limited |
|
Data Persistence / State Management |
|
No |
No |
No |
N/A |
|
API Gateway Compatible |
|
Build/3rd Party |
No |
No |
No |
|
Service Integration |
|
Yes, Build |
No |
No |
N/A |
|
Secure On-Premise Integration |
|
Requires Special Config/No |
No |
No |
No |
|
Intelligence & Automation |
|
|
|
|
|
|
Custom Business Rules |
|
Limited |
Limited to scripts |
No |
No |
|
Process Automation & Orchestration |
|
Limited |
|
Not focused |
No |
|
Process Mining |
|
No |
No |
No |
No |
|
AI Agents (Integrated) |
|
|
|
No |
No |
|
Governance & Operations |
|
|
|
|
|
|
Integrated Data Governance |
|
No, 3rd Party |
Not Focused |
Not Focused |
No |
|
Error Capture and Correction |
|
Limited, Build |
No, Scripted |
No |
Not Focused |
|
Integration Reporting, Analytics and Alerts |
|
Limited |
N/A |
Limited |
No |
|
Audit Reporting and Analytics |
|
No, Limited |
No |
No |
Limited |
|
Full API Access and Support |
|
|
No, Limited |
No |
N/A |
|
Implementation support |
|
Self Funded/SoW |
Self Funded/SoW |
Self Funded/SoW |
Self Directed |
|
Partner API Roadmap Alignment |
|
No |
No |
No/Lagging |
NA |
Yes, Native
We all implement new technology; a transformation or automation project can be simple, targeted, or enterprise-wide.
Accelerate time-to-value and reduce risk with a proven integration plan.
Our proven methodology ensures low-risk, high-impact integrations. Most clients see measurable ROI in the first year accelerated by best practices and enterprise-grade support.
- Most clients see improved intelligent automation performance within 48 hours
- Zero disruption guarantee - No downtime to existing systems, pipelines or data loads
Implementation timeframes depend on scope and complexity:
- Hour 1-2: Configure connection source and destination
- Hour 2-36: Business rule configuration and validation
- Hour 36-48: Full deployment
Put It Forward Partner Resources
Guide to Agentic Workflows
This guidebook gives Integration Designer users a practical roadmap to implement AI agentic workflows, integrating intelligent automation and predictive analytics, to optimize business processes and decision-making.
Two Ways To Integrate Agents
Learn how to integrate an agent into a process using two different methods via the Put It Forward Integration Designer and a direct service call. This helps both non-technical and technical teams find new revenue.
Agentic AI Orchestration
Put It Forward’s Agentic AI Orchestration connects AI agents, data, and automation tools into end-to-end workflows so enterprises can cut cycle times, handle exceptions intelligently, and scale automation for measurable ROI in weeks, not months.
Revenue, Operations and IT Playbook
Learn how intelligent automation streamlines tasks, integrates data, and delivers measurable business benefits with practical strategies and examples.
Buyer Guide For Intelligent Automation
Gain expert guidance on intelligent automation solution types, approaches, outcomes, and key considerations to make confident, high-impact buying decisions.
How Decision Automation Works
See and learn how decision automation works at scale. Connect the pieces, tools, and outcomes together in Put It Forward to unlock value and reduce complexity.