Case Study: ThyssenKrupp System Engineering

An engineering specialist uses Sugar Professional to streamline its sales processes and improve collaboration and reporting

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.

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