SugarCRM, provider of the AI-driven CRM platform, announced that The Engenco Group has implemented SugarCRM to consolidate customer data, improve customer insights and enhance customer experience.
“We chose SugarCRM as it provides a full suite of capabilities that will give us a complete view of customer data that we can then translate into insights. We wanted a CRM that can integrate seamlessly with our ERP data for an instant view into sales performance metrics within business units for enhanced decision-making. Most importantly, our data will be stored locally in Australia, giving us the assurance that sensitive data can stay securely in our local environment. Prior to partnering with SugarCRM, we did not have a CRM in place,” explains David Hodgman, Project Manager, Engenco.
The Engenco Group reports 78% of its team now access SugarCRM on a regular basis and benefit from accelerated reporting, with real-time dashboards improving customer intelligence and insights. Its executive team has visibility with in-flight opportunities across each of the business units in the Group which is a key contributing factor in the revenue forecasting process.
“We wanted a CRM that could be linked to email and diary planners for better organization and a customer database that can consolidate with phone calls and notes from meetings. We also wanted a mobile CRM so our Account Managers can check on and update their sales pipeline opportunities, forecasts, and leads while traveling around the country.
“SugarCRM has empowered field-based team members, and those frequently traveling to customer sites, by enabling turn-by-turn navigation, voice to text note-taking, and ease of sharing information via a smartphone or tablet. SugarCRM is able to streamline our operations and deliver value from day one. Having a cloud deployment also meant that the process of rolling out SugarCRM to our European business unit and adapting it to their needs proved to be easy and was accomplished within a span of two weeks,” enthuses David.
According to David, most notably, SugarCRM has consolidated customer data and improved data completeness and quality across the Drivetrain and Gemco Rail divisions of Engenco. Instant access to customer data from within Microsoft Outlook has improved communications, substantially saved time and minimized application switching for users migrating from manual spreadsheets to SugarCRM’s technology.
Jason du Preez, Senior Vice President Asia Pacific, SugarCRM says “We are thrilled to be partnering with The Engenco Group. “Sugar Connect has enabled The Engenco Group to ditch manual data entry and keep CRM, email, and calendar tools up-to-date. Engenco’s Office 365 account is integrated seamlessly enabling rich insights to be automatically fed into the CRM as the team interacts with prospects and customers in real-time. SugarCRM’s platform does the hard work, so Engenco’s divisions can benefit from digital transformation and spend more time leveraging customer insights and providing an exceptional customer experience,” enthuses du Preez.
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