Case Study: CBI Group
With its CRM system integrated with its project management and high user adoption, CBI Group is gaining greater visibility into how the business is performing.
SugarCRM's sales automation functionality has done wonders for us. It gives us real-time snapshots into our daily pipeline. There are times where we hold our sales meetings based entirely on the dashboard and pipeline reports generated from Sugar Professional.
Judi Dorazio, Practice Leader
- Allow employees to share and collaborate from remote locations
- Ensure data security by housing customer data within company firewall
- Integrate account management and project management to better manage client engagements
- Project management and account management integrated into a single application provides greater insight into customer engagements
- Strong reporting capabilities driven by customer data inform executive decisions
- Better control of customer information and data security