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   

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