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
SugarCRM has effectively de-risked our business and improved our quoting, order-taking and job scheduling.
Harley Taylor, Managing Director, Total Access Steel
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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