Case Study: Total Access Steel

Total Access is one of New Zealand's largest contractors, with customers of all sizes in both the commercial and private sector uses SugarCRM to centralize & automate its workflow

Business Issue:

Total Access Steel was experiencing rapid growth, both in terms of employee count and among its customer base

Problem:

A manual quoting, order-taking and job scheduling system wasn't coping with scaffolding supplier Total Access Steel's expanding order book, so the company implemented a customer relationship management system.

Solution:

  • Sugar Community Edition was selected for its open source architecture and flexibility
  • SugarCRM partner TEIQ hosts Sugar Community Edition locally for support and customization services

ROI:

  • Total Access Steel has now centralized and automated its quoting, order-tracking and job scheduling
  • The company no longer has to rely on getting access to the managing director's laptop to see scheduled jobs in his calendar software
  • Improved communication and workflow efficiencies between offices and remote employees

Customizations and Integrations:

  • Custom fields Contact and Account information
  • Creation of a custom invoicing module
  • Integration with their accounting software, MYOB, for data and file import

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