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Case Studies

Drive Safe with Sugar

Military AutoSource sells cars that go 0 to 60 in 3.9 seconds. But the speed of the company’s homegrown, desktop-based CRM system was more like a four-cylinder car going uphill: slow and uncertain. Data integrity was lacking. Crucial platforms couldn’t talk to each other, and some that did, left gaps that impacted financial forecasting.

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Smooth Sailing with SugarCRM

Star Asia’s top requirement was the ability to grow quickly. One of the challenges they faced with their previous CRM system was how to ensure that new sales reps immediately had leads and opportunities to work with. Star Asia was introduced to W-Systems through their partnership with logistics services provider OEC Group, another W-Systems Sugar customer.

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Leads are Moving!

Prior to investing in Sugar, as with many small-to-medium sized businesses, Clancy’s lead tracking was spreadsheet based. “When I came to this company, there was no CRM system,” Elizabeth explains. “There were website leads coming through email and being put on a spreadsheet. Sometimes people would call in and that was never even being logged. It was all about a gut feeling. Management would ask, ‘how’s it going this week? Are we getting good leads? Yeah, okay great.’ You would literally just ask people.”

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Full Steam Ahead with Fig Industries

Fig Industries knows a thing or two about creative design and marketing. But could a branding, package design and magazine publications company use CRM software not only for the traditional sales and marketing functions, but also to run publishing processes? The answer, it turns out, is an enthusiastic yes.

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Smelling Sweet and Tasting Great with Sugar

The key to success? A strong focus on excellent business processes, an understanding of both human and technology capabilities, and a commitment to continuous improvement across the board.

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Streamlining Lead Management

VPI streamlines lead management and delivers outstanding customer experience with SugarCRM and Pardot Integration.

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CRM in the Palm of Your Hand

“Good leadership drives great systems!” That’s the enthusiastic response Kim Cruise offered when asked about the savvy, tech-smart tools she administers at Applied Measurement & Control.

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Breakout Possibilities

Kasina, an asset management firm focused on research, trends, and excellence is a shining example on how to do CRM well.

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Mission Almost-Impossible

Russ Coulon was a man with an opportunity and a problem: how to get ERP sales information from his company’s server to cloud-based CRM software? It sounded difficult and expensive at best … and impossible at worst.

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