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Our client is an IT outsourcing company with development offices worldwide and a large number of customers and projects to manage. The good news: their customer base was expanding at exponential speed and they had a backlog of projects. The bad news: they needed a sophisticated CRM tool that would allow them to enhance relationships with current customers, track individual projects, and reduce the costs associated with selling to new accounts.

The Challenge

First the Events It Solution team had to identify the appropriate CRM solution – one with a flexible platform that could grow as the company’s business continued to expand. Then we would have to customize and implement the solution into our client’s dynamic environment. To meet the challenges, our specialists proposed an open source CRM solution that could be customized with specific modules according to our client’s requirements.

The Solution

The Events It Solution developers implemented the Sugar CRM open source solution. They developed new modules; customized other specific modules for teams, groups, emails and reporting; and integrated the solution with the other applications our client was already using. The Sugar CRM solution helped our client improve presales activities, for instance enabling more powerful email marketing campaigns, and it facilitated the organization of all sales activities across the company.

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