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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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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