Migrating from SugarCRM to Salesforce Sales Cloud

Migrating from SugarCRM to Salesforce Sales Cloud

Streamlining Leads and Sales processes to drive revenue growth

Company Profile & Overview

Industry: Transportation/Trucking/Railroad

Location: Toronto, Ontario, Canada

Employee Category Range: 51 - 200 employees

Salesforce Cloud: Sales Cloud

Company Overview: A multi-modal transportation solutions provider in North America

  • Sales reps were frustrated with the usability of the SugarCRM platform
  • Management did not have full visibility into pipeline growth and it was difficult for them to track overall sales rep activities
  • Mobile app access was very basic and limited
  • Key metrics required by management were limited within SugarCRM and impacted the roll-out of meaningful reports and dashboards

Previous Technology:

Product Features Implemented:
Sales Cloud

  • Migrated entire database from SugarCRM to Salesforce which included 25+ tables and associated file attachments
  • Customized Salesforce Leads, Opportunities and Quoting process to streamline funnel management
  • New RFP tracking process was deployed across the team as well as a new closed won/loss analysis methodology
  • Leveraged Chatter to improve communication between sales, operations and management
  • Total number of opportunities being tracked and pipelined has increased 25% within the first 3 months
  • Visibility of freight delivery routes is now accurately being tracked for the first time by the organization
  • Quick time to value: Sales Cloud was deployed across the sales team with 4 weeks
  • For the first time management has visibility into closed lost deals so they can analyze what went wrong and take immediate corrective actions to improve win rates going forward
  • The success of the data migration project and implementation of Sales Cloud has resulted in advancing the evaluation of Marketing Cloud for the organization

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