Case Studies

Driving Sales in the Automotive Industry

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.

Building Trust and Security Through Automation in 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.

Consolidating Data On SugarCRM And Converting Leads Faster in 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.

Agfa Reaps Sugar Dividends Even Before Worldwide Implementation Completed in Agriculture

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

Increasing sales & cutting processing time for Mexico leasing company in 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. MuleSoftr: Enterprise service bus connecting applications, data and APIs.

VetAdvisor Expands Reach to Thousands of Military Veterans In Training

Migrated from:
Homegrown system

Integrations
Twilio: SMS communication facilitation and tracking. Fitbit: Physical activity tracker. HighCharts:Provides visualisation of Fitbit activity. ID.me: Military affiliation verification. Clicktools: Surveys and questionnaire templates Telax: Call handler. Collabspot: App synchronisation, emails and calendars.

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