Case Study: E3 Technology Inc.
E3 was losing visibility into sales and other operations due to the fact that its existing CRM system was inadequate.
- 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
- Sugar Professional On-Demand - A web-based, centralized CRM system to replace aging contact management tool
- 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
- 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