Case Study: MDS Financial Group
MDS Financial is one of Australia's premier suppliers of financial charting and analysis software, share market data, online trading and wholesale and corporate services. It chose Sugar Professional to consolidate and optimize its unique business processes.
Sugar Professional allows MDS Financial to live our passion and deliver sophisticated tools and unbeatable service to our customers across multiple locations with flexibility and ease.
Yvonne Sclater, Marketing Manager, MDS Financial
Business Issue:
MDS Financial is the product of a merger of four companies. Each company had its own data management system including spreadsheets and databases. As a result, inefficiencies in sales, marketing and customer service were quickly identified and the need for a centralized CRM solution became a priority.
Problem:
- Customer and sales data was located across multiple physical locations and in a variety of related but separate systems.
- Sales management was unable to identify opportunities for cross-selling and customer retention.
- Marketing was unable to track and deliver leads effectively.
Solution:
- MDS Financial implemented Sugar Professional as its central CRM solution across multiple locations
- Custom modules were created to handle the unique needs of online trading accounts
- Sugar Professional was integrated into the MDS Financial web technology to integrate with the account application process.
Benefits:
- Improved ability to accurately report sales results
- Streamlined customer account creation process through a full integration of Sugar with the MDS Financial online application system via its website and clearing house.
- Established lead generation and sales management process
See Similar Case Studies By
Industry:
Region:
Company Size:
Deployment Type:
Prior CRM Solution:
Use Type:
