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Are you living your CRM dream? Current Sugar customers have increased close rates by 30% and enjoyed time savings of at least 45% on data entry. If you’re not seeing value like this with your current CRM partner but are watching your budget deplete, it might be time to analyze if change is needed.

Join Rebecca Meyer, Sr. Director of IT at Kelly-Moore Paints, and AJ Traver, Director, Customer Marketing at SugarCRM to hear the story of one company who, after a decade-long partnership, asked the hard question: Is our CRM still meeting our needs?

Rebecca is the Sr. IT Director for Kelly-Moore Paints. This American-owned business grew from a single manufacturing facility in California to one of the largest employee-owned paint companies in the US.

With a CRM built on an outdated foundation that required a lot to fix and a need for a closer working partnership, Kelly-Moore switched to Sugar, the best-loved CRM by users, to get a CRM that met their needs without blazing through their software budget. Hear how this Sugar customer pioneered a change for their business, including:

  • What led them to switch from Salesforce to SugarCRM?
  • How has their experience with Sugar been since?
  • What advice can they offer to others considering a switch?

Speaker Details

Rebecca Meyer

Sr. Director of IT, Kelly-Moore Paints

An experienced professional focused on identifying the synergies within processes and technology to streamline in a scalable model business operation, Rebecca has spent much of her career automating manual processes to generate value-add time within departments. Rebecca leads the Kelly-Moore Paints IT Department comprised of a talented IT team who addresses strategic visions through technical solutions.

AJ Traver

Director, Customer Marketing, SugarCRM

An experienced marketing professional with a customer-centric focus, AJ thrives on creating customer value while maximizing profit. With a background in customer marketing strategy, demand generation, retention, advocacy, marketing operations, branding, and communications, she is no stranger to supporting a global company with international objectives. AJ leads the Customer Marketing team at SugarCRM, which champions customer success while providing personalized experiences throughout the partnership.