Prior to their implementation of SugarCRM, C&M Conveyor had no formal customer relationship management (CRM) system in place and was considering a very complex CRM implementation using their ERP system.
As a client seeking a short lead time and real value, C&M Conveyor turned to Technology Advisors (TAI), who were happy to lend their expertise. In addition to the Jump Start Extended, TAI’s team consulted with C&M Conveyor’s in-house developer to define, design, and develop an integration between SugarCRM and C&M’s legacy quoting system.
Today, everyone at C&M Conveyor is on the same page; with all of sales finally operating using a single vernacular, management can now understand their forecast. Additionally, thanks to some clever automation by Tom, the Project Owner at C&M, even installation support has made the transition from reactive to proactive
We wanted to know what the universe looked like, not just what our reps thought it looked like.