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Case Study: NinjaTrader

NinjaTrader

As a startup, NinjaTrader found that is was spending more and more on its current CRM system—provided by Salesforce.com— without gaining greater benefits.

SugarCRM is our most mission-critical business application. It truly gives us the pulse of our business.

Quick Facts

  • Company Fact:
    Provider of financial trading software for professional and retail investors
  • Headquarters:
    Denver, CO
  • Key CRM Requirements:
    • Sales management
    • Customer lifecycle management
  • Previous CRM Solution:
    Salesforce.com

Download Case StudyCase Study PDF

Problem:

  • Difficulty automating a large number of transactions
  • Inability to follow-up on subscription renewals
  • Long wait times between feature requests and product delivery with existing CRM provider.

Solution:

  • Integrated lead hand-off between web site and Sugar
  • More effective follow-up on accounts up for renewal
  • Ability to quickly customize application to meet its business processes
 

About NinjaTrader

Based in Denver, CO, NinjaTrader provides a trading management platform which allows traders to better manage futures contracts.

Website: www.ninjatrader.com

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