Case Studies

Before implementation, the client’s Salesforce users handled most operations manually, which caused delays and reduced efficiency. Repetitive Salesforce actions consumed valuable time and effort, while users had limited ability to perform CRM functions through natural language input…

Despite the advantages of using SugarCRM, our Danish client faced several operational challenges that needed to be addressed for a seamless mobile experience. The client needed a custom iOS app to access and manage their SugarCRM instance more efficiently from mobile devices…

The client faced several challenges in managing customer support operations. End-user customers reported a wide range of issues across multiple communication channels, including emails, web chats, and phone calls. This made it difficult to organize, prioritize, and respond to cases efficiently…

The client was looking for advanced data visualization solutions and had several key requirements. They wanted to visualize data in a tabular format, add selectable states or countries on a map, and implement a user-friendly interface for adding query where clauses. They also needed the solution to remain flexible…

We encountered several challenges that required innovative solutions. These included managing a large user base with specific data and feature requirements, reducing the high licensing costs associated with Salesforce Sales Cloud, and handling customization and integration needs with third-party APIs…

Fonetel was using a series of web-based Lead forms, designed using JotForm, to receive one-time and/or subscription-based orders for its telephony products and services. The customer would provide his credentials and information through these forms i.e. type of product/service, quantity, etc…

MyAgent was using a legacy system to maintain its customer database and to manage all its business operations. Moreover, it heavily relied on Xero for all its accounting needs. Using manual processes like spreadsheets had a negative impact on the business performance as it wasted precious time…

Diversitech was using SugarCRM for keeping track of its products as well as for handling leads. Customers could view products on a WordPress website and inquire about a product or request a quote by filling out a web to lead form. The leads were fed into SugarCRM, but there was no proper lead assignment…

German Transfer was previously using an out of the box SugarCRM and required the services of SugarCRM development and customization experts who could better equip their CRM for handling various processes that were essential for their business in managing their clients and drivers. After holding multiple…