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With its CRM system integrated with its project management and high user adoption, CBI Group is gaining greater visibility into how the business is performing.
SugarCRM's sales automation functionality has done wonders for us. It gives us real-time snapshots into our daily pipeline. There are times where we hold our sales meetings based entirely on the dashboard and pipeline reports generated from Sugar Professional.
Judi Dorazio, Practice Leader
Quick Facts
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Company Fact:
Human Resources Consulting and Outsourcing -
Headquarters:
Newark, DE -
Customers:
Small- and Medium-Sized Business to Fortune 100 firms -
Key Requirements:
An intuitive CRM system with integrated project management and strong reporting capabilities -
Previous CRM Solution:
ACT
Case Study 
Problem:
- Allow employees to share and collaborate from remote locations
- Ensure data security by housing customer data within company firewall
- Integrate account management and project management to better manage client engagements
Solution:
- Project management and account management integrated into a single application provides greater insight into customer engagements
- Strong reporting capabilities driven by customer data inform executive decisions
- Better control of customer information and data security
About CBI Group
CBI Group is a human resources consulting and outsourcing company serving businesses from small- and medium-sized to Fortune 100. CBI Group has been named one of the fastest growing private businesses in the Mid-Atlantic region.
Website: www.thecbigroup.com
