Our client, a leading collaboration services company, had a sales team of 250 professionals. In order to manage the sales, the client had leased SALESFORCE.COM sales automation application. The client was spending $250K/year for the application.
However, considering the user adoption, the cost was very steep. Customizing Salesforce.com would have costed more money. The data resided with SALESFORCE.COM on the cloud and hence reporting was limited. This resulted in inaccurate reporting to executive. Management could not see the ROI they were expecting.
Our professionals analyzed the challenges as well as available technologies and suggested an open source Customer Relationship Management solution.
Sugar is affordable and easy to use business CRM, designed to help your business communicate with prospects, share sales information, close deals and keep customers happy. Thousands of successful companies use Sugar everyday to manage sales, marketing and support.
workMETHODS customized and braded SugarCRM for the client. workMETHODS migrated data from SALESFORCE.COM using API. Moreover, workMETHODS added new modules to suite the sales process and manage sales collateral within the tool. The solution was hosted on workMETHODS servers. We supported and managed the solution for 3 years until the client’s IT department was ready to take over the support.