Migrating from SugarCRM to Salesforce Sales Cloud

Company Profile and Overview

Industry: Transportation/Trucking/Railroad

Location: Toronto, Ontario, Canada

Employee Category Range: 51 – 200 employees

Salesforce Clouds: Sales Cloud

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

Streamlining Leads and Sales processes to drive revenue growth.

  • 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:
    SugarCRM
  • Solutions 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

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.

See more Customer Success Stories

0

Year of Establishment

0's

Of Happy Global Customers

+ 0

Projects Completed

+0

Years of Experience per Senior Salesforce Consultant

+0

Apps Developed on the AppExchange