Case Study: Castle Branch
Castle Branch Streamlines Opportunity Management and Forecasting with SugarCRM
Castle Branch Streamlines Opportunity Management and Forecasting with SugarCRM
Business Issue:
Castle Branch lacked a true opportunity management process and needed a system to manage more prospects and calls—without adding staff.
Requirements:
- Support a complex contract and revenue model
- Enable granular forecast management
The Solution:
Castle Branch chose Sugar Professional and engaged Sugar Gold Partner Levementum to implement the solution, which included computer telephony integration (CTI).
Results:
- Reduced time per call for 90 percent of interactions by 400 percent
- To see more results, please download the complete case study at the link below
