Case Study: BluEnergyControl

Perfecting Its Sales Processes And Increasing Its Customer Base By More Than 50 Percent With Sugar®
Thanks to Sugar, we are gaining insight into potential customer data and support data in one place. In one year, we also realized a time-saving of approximately 80% in our work processes and were able to double our new customers.
Beatrice Fioraso, Marketing Manager, BluEnergyControl
Challenges:
- Relevant customer information used to be noted and processed in numerous Excel files by employees at BluEnergyControl in a time-consuming and confusing manner.
- Large number of Excel-processed customer inquiries discussed by staff members in time consuming meetings.
Requirements:
- Sales optimization and improve sales monitoring with the help of a new system solution.
- Demand for a uniform database so that data in the sales department would be easier to follow.
The Solution:
- BluEnergyControl chose Sugar Professional, because this solution best met the desired requirements: i.e. creating clearer structures and a database covering all departments – all at an excellent price/performance ratio.
- Furthermore, the solutions by Sugar are characterized most notably by their ease of use via the Internet.
- The Sugar solution helps their users to centrally document customer relationships with other organizations and contact persons.
- Sugar Professional also offers workflow automation as well as access control mechanisms. These features optimize information flow in the corporation and ensure the protection of confidential data.
- Within a very short period of time, SugarCRM has become an integral part of BluEnergyControl. The entire project was completed in the span of only three months.
Benefits/ Results:
- The employees at BluEnergyControl can react with flexibility to the needs of their customers and always maintain a perfect overview of customer data.
- The solution enables BluEnergyControl to make its sales processes more transparent and effective.
- Steps in the work process can now be viewed and traced in detail.
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