SugarCRM Case Study #1

Client Selects KTree for its SugarCRM Implementation

Customer

Rage Connectors, an online trading company

Industry

E-COMMERCE

Offering

KTree, an Open source solutions provider was engaged by the Client to organize their customer database and to consolidate and optimize its critical business processes.

The Challenge

The Client’s existing CRM system was not foolproof. Inefficiencies in sales, marketing and customer service were identified and there was a need for a centralized CRM solution. Sales management was unable to track and convert sales leads into opportunities. There was also a growing need to allow SugarCRM users to manage osCommerce customers, orders and products through the sugar interface while osCommerce customers can update their information through the osCommerce interface.

KTree Solution

The Client selected KTree because of its rich experience in Open source applications and ability to provide the right mix of expertise and leadership in Development of SugarCRM.
KTree provided the company with a centralized SugarCRM solution, to cater to the specific needs of the company.

The KTree team worked on the following Development areas:

• Installed and customized the SugarCRM modules such as Lead and Account modules
• Data migration from the existing CRM to SugarCRM (contacts, accounts, history, and leads)
• Integrated SugarCRM with osCommerce for the Online Shop. So, the information was saved in the contact and account when a customer singed up and recorded as an opportunity in SugarCRM when an order was placed in osCommerce. Also, the SugarCRM module classified between a company signup and an individual customer signup and recorded them accordingly.
• Customized role management module with predefined restrictions for different users and implemented tab-level security and role-based access control lists.
• Developed a module called Autoresponder in SugarCRM which would keep a track of the prospective Lead by sending campaign emails. We developed specific email templates for leads and users according to the landing page for registration.

ROI

By providing SugarCRM development services to the Client, KTree offered the following benefits:

• Improved account management with centralized data management and improved visibility into all customer communication
• Improved efficiencies between sales and marketing on customer account information, reservations and marketing communications
• Established lead generation and sales management process
• Integration of SugarCRM with osCommerce eliminated manual data entry between the systems. This also allowed the Client to receive continuous updates from the Web site on activities including registrations

The Result-Improved Business Outlook

The Client has seen improved customer service and better prospect targeting. The Client has seen an amazing improvement in the quality of service and customer satisfaction, whereby they have been successful in retaining existing customers and expanding their customer base.

About KTree

KTree have the right expertise, experience, and knowledge in CRM consulting and SugarCRM implementation. We feel that this would help us to fine-tune the functionalities of SugarCRM for the benefit of your business. Our expert SugarCRM team will help you in installation, configuration, and complete implementation of the system. We also provide support for the transition from one version of SugarCRM to a newer one and any other CRM to SugarCRM. KTree develops over 50 open source applications and also provides consulting on various open source projects. Our Aim is to be the best in Open Source consulting. For more information contact,

info@KTree.com.