Case Study: ion-ip

ion-ip leverages SugarCRM for cross module reporting to store and share information critical to the sales process.

Problem:

  • ion-ip was hindered by minimal communication between regional offices and segmented departments
  • Lack of analytical tools made it difficult to gain a high level view of the business
  • Unable to accurately forecast sales pipelines by department

Solution:

  • Cross module reporting allowed ion-ip to evaluate the effectiveness of various corporate initiatives based on current information
  • Sugar Professional gave employees an easy to use application to store and share information critical to sales process
  • Management now has accurate and insightful sales forecasts generated by real time numbers

 

 

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