Migrating from SugarCRM to Salesforce Sales Cloud
Streamlining Leads and Sales Processes
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 SugarCRM platform
- Management did not have full visibility into pipeline and it was difficult to track overall sales rep activities
- Mobile app access was limited
- Reporting and dashboard capabilities were limited
- Migrated entire database from SugarCRM to Salesforce
- Customized Salesforce Leads, Opportunities and Quoting process to streamline funnel management
- Mid-project implemented a new RFP tracking process and deployed Opportunity Products to track closed won/loss efforts
- Leveraged Chatter to improve communication between sales, operations and management
- Previous technology: SugarCRM
- Product features implemented: Sales Cloud
- Tracked opportunity pipeline has increased 25%
- 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 in under 30 days
- 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
SkyVenn is Dedicated to Customer Success
Since 2010 SkyVenn has been delivering tailored Salesforce solutions to help meet each of our client’s unique requirements. We are led by former Salesforce employees and leverage years of experience and industry best practices to ensure a successful implementation. We are committed to seeing our customers wildly successful on the Salesforce platform.
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Testimonials
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"SkyVenn came recommended to us by Salesforce and I am thankful. They were able to help us scope out our project and brought their experience and expertise to streamline the planning and execution. They executed the requirements flawlessly and our project completed on time and below budget. I will have more work for SkyVenn in the future."
Christian Chenier
Director of Marketing at Smart Cell Communications
"SkyVenn was always easy to get a hold of, always on time, and delivered exactly what they promised. I could easily imagine working with them again!"
Wallace Patterson
Inside Sales Manager at MakerBot
"SkyVenn was hired by Influitive to help out with a few Salesforce projects while I was new to my Sales Operations role. He was able to successfully execute these projects while also teaching me Salesforce basics and best practices. We look forward to working with him again in the near future!"
Annanth Aravinthan
Sales Operations Manager at Influitive
"I wanted to say that SkyVenn was fantastic to work with, you got our vision and did a great job setting expectations. I would highly recommend SkyVenn. First you were able to understand how our Salesforce should look and work, then you were able to get us implemented and provided training within our crazy schedules and timelines and at the end of the day made me look very good! (Which is the most important thing of course). We can already see the impacts of Salesforce on our business and no doubt it will help us manage and grow our business in the future."
Martin Villard
Regional Sales Manager at Titan Products Group
"Our experience with SkyVenn was very positive with their staff meeting 100% of our expectations throughout the entire process. I specifically appreciated their prompt responses to our questions and requests throughout the process. The end result is that we are completely satisfied with our customized Salesforce program and our staff is using the system with little to no problems as a result of the effective training provided by SkyVenn."
Erik Lamb
President at Total Sales & Marketing
"I originally contacted SkyVenn to help me with training on Pardot. My company soon integrated Salesforce and they have been great instructors. SkyVenn is patient, informative and provides me with real world advice and suggestions on how to make our Pardot and Salesforce integration more efficient. Intelligent consultants that provide training and advice from real world experience. A pleasure to work with."
James Bi
Marketing Coordinator at Orbograph
"BIG BIG FAN of SkyVenn!!! Our organization went through a non-profit merger that had a much more customized and larger database (1.9M contacts!) than we did (~40,000). On top of all that, their email platform was expiring within 2 weeks and we needed to make lists and transfer contacts and opt-outs to our email client fast. This is a complicated, time-consuming and detail oriented project that had to be done perfectly to ensure our new, merged organization would have no service interruption in user's email capabilities. SkyVenn performed the transition flawless, painlessly and efficiently. The team are super responsive, thorough and are long-term thinkers to get the most bang for your buck. In short, totally recommended."
Tim Lee
Giving Manager at 50CAN
"SkyVenn was instrumental in helping us transition from SugarCRM over to Salesforce. They were helpful and transparent on all fronts, and were always available to provide clarification or answer any questions we might have. The in-person training they provided to our team was also very helpful. Since our initial transition, SkyVenn has continued to help us maintain our platform and integrate several other applications. They are great to work with and I would definitely recommend their services!"
Allison Price
Director, Programs and Engagement at TechAlliance of Southwestern Ontario
"SkyVenn has been vital in our implementation of Salesforce. Their knowledge is very detailed and they have the practical experience to explain features and benefits that are most relevant to my team and I. They are a trusted partner and I would recommend their services without hesitation. Thank you for everything."
Connie Riordan
Innovation and Client Experience Lead at ONE For Freight
"SkyVenn worked thoughtfully and diligently with my Senior Leadership Team to implement Salesforce for our operation. They are not only superbly competent, they applied a great deal of finesses to address the psychosocial aspects of introduction and adaptation to a new system in an early stage business culture. They are consummate professionals who I highly recommend."
Susan Sutton
Principal at S. Sutton & Associates Inc.
"The team at SkyVenn worked with us to implement Salesforce and Pardot. We have been working with them for several years and continue to be wowed by their knowledge and incredible service. Every project has been on time and on budget. A true pleasure to work with and I would recommend them to anyone!"
Greg Gaylord
Sales Manager at Gaylord Hardwood Flooring
"I have worked with SkyVenn to get our Pardot account properly set up and our first Pardot campaigns launched. It has been great working with SkyVenn, who provided a lot of smart advice and proved to be very efficient and flexible."
Fleur Durand-Smet
Business Development Officer & Marketing Lead at ENGIE Fabricom Canada
"With the help of SkyVenn we have revolutionized the way our business operates. The team at SkyVenn was both highly knowledgeable and patient throughout the process. They went above and beyond to ensure our Salesforce platform matched our business needs and that we were fully trained upon launching the CRM software. This service was an excellent value for the cost. Would not have been possible without the help of SkyVenn."
Michelle Jatagandzidis
Marketing and Communications Coordinator at Welcomehome Relocations
"Much thanks to SkyVenn and Salesforce for efficiently organizing our customers and products into a streamlined system for data, communication records and quoting. SkyVenn has been very helpful in assisting with the set up and training our staff. Excellent value for the costs."
Bruce Copley
Owner at Action Supply
"SkyVenn was instrumental in ensuring our adoption of Salesforce.com was successful. We wanted a local, in-person, consultant but there wasn't anyone with nearly the experience and bed-side manner as SkyVenn. Their knowledge of CRM principles, concepts and how to apply them to my client's business is superlative. I definitely will be using SkyVenn exclusively in all future Salesforce.com implementations."
Stuart McKelvie
Principal at McKelvie Consulting Ltd.
"SkyVenn has been an invaluable asset in implementing our company’s Salesforce.com CRM software. Their understanding and experience made a complicated process seem effortless. We appreciated all the insights and extra time SkyVenn spent on our account and credit the continued successful growth of our company to their expertise. I would strongly recommend SkyVenn."
Heather Reid
President at Animal Experience International
