Case Study: Unanimis

Unanimis Reduces Sales Cycles and Delivers Rapid Solutions to Customers with Sugar Professional

Business Issue:

Unanimis is on the cutting-edge of the digital advertising industry where the ability to respond to rapid change while maintaining a high-level of customer service is key. Unanimis’ dynamic business was managed with an antiquated data management system that included spreadsheets and email. This resulted in limited visibility into its sales pipeline, customer relationships and its overall business development potential.

Problem

  • Needed to replicate its existing order processing but supplement with traditional CRM functionality.
  • Lacked reporting and insight into the performance of its end-to-end sales and customer fulfillment process and objectives.
  • Unable deliver rapid solutions to customers because of inconsistent data management systems.

Solution

Unanimis worked with Sugar integration partner, Hubstone to implement Sugar Professional. It chose Sugar Professional for its ability to make significant customizations while allowing Unanimis to own its technology implementation. The significant customizations now in place at Unanimis include integration into ad server and finance systems as well as its Jasper and Pentaho reporting.

Benefits

  • Improved sales process and reduced sales-cycles with customized modules.
  • Streamlined account management to deliver rapid solutions to customers.
  • Achieved a high-level of user-adoption through seamless integration with existing systems.
  • Gained insight into advertising inventory, financial objectives and results with dynamic reporting functions.

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