Case Study: SOMEFLU
Although SOMEFLU had developed a CRM system in house, the company wanted to increase its ability to monitor marketing initiatives and sales activity, simplify remote access to customer information, and improve management processes in the after- sales department. This was especially difficult in SOMEFLU’s decentralized environment. Each of the company’s four offices used its own tools and business processes. To achieve its objectives, it required a 100 percent web-based solution that was feature rich, reliable, flexible, and easy to use.
- Centralize customer data
- Eliminate duplicate data entry
- Simplify and improve the sales process
- Implement 100% web-based solution
The Solution: Sugar Professional
SOMEFLU liked the ease of customization offered by open source solutions and chose Sugar, using its Community Edition for four months and soon after upgrading to Sugar Professional. In order to simplify data retrieval from the production management system, the company integrated Sugar with open source ETL (extract, transform, and load) software from Talend, which extracts data from the company’s IBM AS 400 and synchronizes it every two hours with Sugar.
- Tracks changes to its offer portfolio in real time
- Achieved more personalized communication with its customers
- Shortened the sales cycle