Case Study: Orange Leap

Orange Leap replaced Salesforce.com with SugarCRM to track the lifecycle of the customers from sales through operations and service.

Business Issue:

• Orange Leap's unique business model meant salespeople and managers needed to be able to track specific types of sales data and have access to customized reporting functionality

Problem:

• Salesforce.com didn't provide the flexibility and level of customization that Orange Leap was looking for in their CRM solution
• Being an open source business themselves, Orange Leap was looking for a software vendor that was already familiar with their business model

Solution:

• Salesforce.com was replaced with Sugar Professional.
• Orange Leap made customizations to Sugar Professional around sales workflows, custom data sets, and Web-to-lead forms.

ROI:

• Improved end user adoption
• Reduced licensing costs by switching from Salesforce.com to Sugar Professional
• Improved support and efficiencies for sales processes, including Web-to-lead, billing and reporting

Customizations:

• Custom fields for sales data
• Customizations for Web-to-lead processes
• Custom workflows for sales processes and to the Reports module for upper management

About Orange Leap

Orange Leap energizes nonprofits, making it easier for them to achieve mission success. The Dallas-based company offers innovative yet simple to use software-based solutions that strengthen relationships with constituents and other nonprofits. Orange Leap’s ever-growing community collaborates on advanced technology and smarter practices using Orange Leap’s open-source code. Nonprofits big and small, with a wide range of missions and constituencies, choose Orange Leap to move their organizations forward. For more information, please visit www.orangeleap.com