Case Study: ThyssenKrupp System Engineering

Business Issue:

Needed to find a system to manage sales force processes around low-volume, high-transaction accounts with extended sales cycles across multiple teams.

Problem:

• Find a CRM system that could be customized around specific sales processes and workflows.
• Had no budget for the purchase and customization of an additional CRM system.

Solution:

• Installed Sugar Community Edition and then upgraded to Sugar Professional for added functionality around reporting.
• Leveraged customizations done to Sugar Community Edition to outfit Sugar Professional.
• Made extensive customizations around reporting and sales workflows to allow to capture information and transfer it to a knowledge base for other colleagues to view.

ROI:

• Sugar Professional has streamlined sales forces processes and team collaboration
• Operational data is collected, categorized, labeled and stored in a knowledge base for reporting and collaboration, leading to improved communication and upper management reporting.

Customizations:

• Customizations to the reporting module included the creation of custom fields and categories and set up new workflows for each account.
• Connected "Reports" module within Sugar Professional to executive dashboards for upper management viewing.