Case Study: Controller Services Group - DNR

Controller Services Group Improves Prospecting And Client Communication With SugarCRM

Business Issue

Based in Colorado, Controller Services Group provides clients professional Controller and accounting services at a fraction of the cost of a full-time Controller. The company had grown to the point where it could no longer support its business with Microsoft Outlook or Excel. Controller Services Group realized it needed a solution to manage, monitor, and ensure consistent communication with clients and prospects.

Requirements

  • Feature rich
  • Cost effective
  • Easy to use

The Solution: Sugar Professional On-Demand

Evaluating the CRM marketplace, Controller Services Group considered several solutions but selected SugarCRM for its combination of comprehensive features and excellent price-to-value. The company tested the solution via the free 30-day trial and then reached out to Sugar partner Blytheco for guidance on adapting Sugar to its business.

Business Benefits

  • Improves prospecting for new clients
  • Supports regular communication with current clients
  • Enables company to grow beyond Outlook and Excel

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