Case Study: E3 Technology Inc.

Business Issue:

E3 was losing visibility into sales and other operations due to the fact that its existing CRM system was inadequate.

Problem:

• Lack of a web-based solution also made it difficult for a remote operation like E3 to provide access to CRM data for all employees.
• Management had no visibility into sales data locked on individual reps' computers.
• Consulting projects difficult to manage without sufficient system in place
• Required flexible system to accommodate E3's business processes

Solution:

• Sugar Professional On-Demand - A web-based, centralized CRM system to replace aging contact management tool

ROI:

• Expected benefit of up to 20% increase in sales
• Sales productivity gains thanks to Sugar acting as centralized system
• Increased visibility and adoption with anywhere-access to web-based Sugar system

Customizations:

• Customized Opportunities Module to better fit E3's exact sales process
• Leveraging Projects module to tightly bind sales and services delivery, as well as optimize resources allocation to consulting projects