Category: Act-On, SugarCRM

Client: Spinnaker

Industry: Management & Technology Consulting, 3PL/3PSP

Prior Product: Oracle CRM

Challenge:

Outdated legacy applications like Oracle CRM inhibited the usability and flexibility of Spinnaker’s data. Oracle did not integrate with the company’s other products, so the legacy tool was little more than a rolodex for contacts and a loose collection of notes and follow-up items. Spinnaker decided to put together a team to engage in a full software selection process for a new solution.

Solution:

TAI worked with Spinnaker to implement SugarCRM, as well as some additional features. Spinnaker’s processes were very detailed, so TAI built them a specialized add-on module for sales stage progression. This gave Spinnaker a broader perspective of its data.

Results:

With the implementation of SugarCRM, Spinnaker has successfully removed the duplicate data from its merged systems. SugarCRM is being used by a larger set of the company’s users than ever before, even employees who have not traditionally used CRM software.

The whole process of prospect and client management is complex. Utilizing a best-in-class CRM solution like SugarCRM allows Spinnaker to better understand and communicate with our universe of current and future clients.