Case Study: Pointlogic

Pointlogic rolls out SugarCRM to help alleviate growing pains from rapid expansion and globalization

Problem:

  • Dispersed workforce had an assortment of informal systems for managing customer and prospect data.
  • Pointlogic’s unique line of business warranted industry specific modules, fields, and workflows.
  • Pointlogic felt is was critical to perform a CRM audit once the system was fully implemented to gauge what areas could be further improved.

Solution:

  • Sugar allows employees at all offices to collaborate on accounts by sharing information critical to the sales process.
  • Sugar’s open source architecture allowed Outdare to make necessary customizations for system to be aligned with Pointlogic’s line of business.
  • Outdare audited Pointlogic’s user adoption and identified key areas in which customizing Sugar would increase efficiency.

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