Case Study: Milsoft Utility Solutions

A Texas-based software provider uses SugarCRM to refine its sales processes and provide improved bug tracking and product management to customers.

	Sugar Professional has enabled us to build an industry-specific CRM system to fit our company's needs. Robert Blasingame, Project and Performance Analyst, Milsoft Utility Solutions

Problem:

• Needed to replace an outdated CRM system of files, Excel spreadsheets, and Access databases.
• Had to be able to customize the system around complex quoting processes, bug tracking, and customer support.
• Needed to be able to integrate the new CRM system with content management software (CMS).

Solution:

• Leveraged open source architecture to customize Sugar Professional around sales processes, resulting in high end-user adoption.
• Developed customized workflows for sales around multiple product and quote tracking and electronic contracts, leading to improved sales efficiencies.
• Improved bug tracking and product management through Sugar Professional for improved management and communication between product development and support groups.
• Integrated Sugar Professional with their CMS system via a SOAP interface resulting in improved registration and auto-population of fields and contact information for demo downloads, product showcases, training seminars, and more.

Quick Facts

About Milsoft Utility Solutions

Milsoft Utility Solutions has provided powerful software for power system professionals for more than two decades. Milsoft leads its industry with a customer base of more than 1,000 electrical utilities, educational institutions and consultants in the United States and abroad. More information at www.milsoft.com.