SugarCRM Featured Case Studies

Industry: Automotive/ Technology

Migrated from:
Salesforce.com

Integrations:
JIRA: An issue and project tracking software solution, Sage Accounts: An accounts system generating invoices and credit notes allowing Sugar users to see balances and customers on Stop, VoIP: Integrated telephone system to allow for click to dial and screen pop.


Industry: Healthcare

Migrated from:
ACT! contacts database

Integrations:
Google: Adwords and Remarketing, Drupal: lead acquisition via website, DCStorm: Multi-channel tracking, software, records website touchpoints by user, DocuSign: electronic signature functionality, Xero: invoicing, Eway: online payment gateway


Industry: Marketing

Migrated from:
Sugar Community Edition

Integrations:
Zendesk: Customer service ticketing software solution, Facebook and Twitter: The Facebook and Twitter integrations enable staff to identify possible leads by tracking the social activity of clients and prospects, PureResponse email system: Allows it to send billions of messages and track the effectiveness and response of each.


Industry: Financial Services

Migrated from:
Homegrown CRM

Integrations:
SAP: Customer master database that interfaces with Sugar (Accounts, Contacts and Opportunities), MailChimp: Targeted email campaigns, Sofon: Configure, price, quote, IBM Notes: Plugin for corporate email/calendar/contacts, Miller Heiman Sales Access Manager: Tracking sales strategies


Industry: Technology

Migrated from:
10 year old homegrown financial system

Integrations:
Activiti: Business Process Management, Alfresco: Enterprise Content Management; houses customer documentation, such as identification and financials, needed to evaluate the credit application, Drools: Business rules management system, Microsoft Dynamics AX: ERP, MuleSoft: Enterprise service bus connecting applications, data and APIs


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Migrated from:
Salesforce.com

Integrations:
JIRA: An issue and project tracking software solution, Sage Accounts: An accounts system generating invoices and credit notes allowing Sugar users to see balances and customers on Stop, VoIP: Integrated telephone system to allow for click to dial and screen pop." data-share-imageurl="">