CASE STUDIES

Challenges:Griffin Capital required segmentation and filtration of their extensive client database to help their sales agent visualize and prioritize operations based on a number of factors.

Solution:Customized RT SalesMap proved to be the solution for Griffin Capital, helping them organize and manage their business processes.

Challenges:The company because of it ever growing day-to- day operations was unable manage the business workflow efficiently. Their CRM was not designed for their business requirements and so it failed to meet their expectations.

Solution: With Sugar CRM and integrations with several third party softwares, Auto-accelerator was able to leverage the complete potential of its CRM system. This not only streamlined their Sales Efforts but also improved Lead Management.

Challenges: The business processes at WM Printing were being carried out with inefficient tools and resources. WM Printing wanted to manage their expanding customer base and their growing demands, whilst making sure that the highest quality of customer service was to be proffered simultaneously..

Solution:WM Printing, with the help of Rolustech, was able to enhance the business procedures and manage their customer base much more efficiently. With resourceful integrations like Quickbooks, PayPal, e-mail customization and quotes module within their Sugar CRM, WM Printing paved the way for an enhanced customer experience and the ability to reach out to a fresh foundation of potential clients..

Challenges: Texas Tax Group was looking for a solution which could allow them to manage the growing database. They were using QuickBooks which was unable to meet their requirements and the database was not secure because all users had access to sensitive data.

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: The system which PSI was using could only handle a limited amount of data since it was a desktop application. They needed a system which could handle their growing database.

Solution: A Sugar CRM solution was implemented for them which allowed them to handle growing amount of data. Moreover, the company could now reach out to unlimited number of customers/leads using the MailChimp integration.

Challenges:An out-of-the-box Sugar Community Edition (CE) solution was limiting Madeksho Law Firm from gaining deeper insights about their customers. In order to get a complete picture of customer needs and to keep track of even the granular details, the need arose to extend the functionality of the CRM system...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: Credaris used an old legacy system which was highly inefficient in managing Credaris' loan management processes...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Hyvery was looking for customization in their Salesforce platform. They were also in need of automation of various business processes.

Solution:Rolustech provided Hyvery with a customized Salesforce for manufacturing industry. Automation of workflows was also implemented.

Challenges: Finding Friday wanted to integrate marketing automation tools with SugarCRM so that its clients could run marketing campaigns...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: Refractiv approached Rolustech to develop an iPad app for a leading international fashion house based in United Kingdom...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Urban Riders wanted to have its own mobile app so the customers could have all the information at their fingertips...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Evolution Marketing approached Rolustech in order to integrate marketing automation tools with SugarCRM for a local government based in Brisbane..

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: The House of St Barnabas was attracting a lot of public attention and saw a rise in the number of members. However, it was becoming difficult to manage the growing number of member subscriptions...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: As an event management company, Owen James was organizing several events throughout the year but the main problem they were facing was that they had to manually create lists to send invites for each event which was costing them time, money and effort...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: Audio Geer used to buy equipment from ten to twelve manufacturers and sell it to its clients. The employees were using excel sheets to manage all the interactions with the manufacturers and the clients and had no prior experience of using a CRM...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: MPower needed a powerful Case Management solution along with other modifications in the system to integrate their business processes with the CRM...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: WK wanted its salespeople to see their respective accounts on Google Maps inside Sugar and also wanted to show their scheduled meetings with the vendors on Google Maps...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: Since Inhance Technologies had a nationwide presence with a highly diversified product portfolio, it realized the need of customizing...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: RealtyShares knew that it catered to the commercial Real Estate market which was equivalent in size to the stock exchange in terms of value....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Facing tremendous growth of their non-profit in recent years, Children’s Cup started using SugarCRM Professional for handling their donations’ lifecycle management...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges: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....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:The owner and CEO of FitSales initially approached Rolustech for a few minor customizations to the SugarCRM community edition....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Keystone Technologies was using Sugar 7 Professional Edition for its business. After expanding its product offering...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:IMG approached Rolustech to get its Sugar customized which could serve as an all encompassing tool to handle its business processes...

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Ark Sciences wanted to adopt a CRM software that would act as the single point of data entry for client information. Moreover, it needed an all encompassing tool to handle the various stages involved in the sales cycle. ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:MetaOps was using SugarCRM community edition to acquire new talent and maintain a comprehensive database of every individual. However, an out of the box solution hindered the business from gaining a holistic view of every member who signed up. . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Addfin wealth had developed an industry specific investment management CRM on top of Sugar Community Edition which clients could use to easily manage their business portfolio and assess the overall market situation, helping them decide which companies to invest in. . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:The owner of Local Bark was using a very basic version of Sugar 6 to manage the day to day operations of his pet care facility. However, he realized that getting his Sugar customized to add a few additional modules would aid him in take care of all the pets on his premises in a more systematic and coherent manner. . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Safetech Hardware wanted to extract the data records of its Australian and New Zealand’s customers from its SugarCRM Community Edition and export them in an Excel file.. . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:The company has its own website where it offers individuals the flexibility to choose from five different programs: office, household, children, time-management and financial records. .. . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Indigena was previously using a vanilla instance of their CRM for their operations in tandem with spreadsheets for some basic reporting. They were looking for CRM customization and development experts who could better equip them for support issue handling, incident management and case tracking. They wanted to optimize the various stages involved in the support process and implement their reports in the CRM for advanced analytics and better insights. They also wanted to customize the look and feel of the CRM to better mimic their processes and engage their employees.. . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:BMC was using Sugar Community Edition for all their business needs. They wanted to customize it for more effective and optimized loan creation and management. They wanted to be able to create loan records quickly with the ability to add details in a specific format and also address the needs of their diverse clientele. Moreover, they wanted to be able to export this information up while retaining this specific field format in excel for backup or sharing with the clients... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:German Transfer was previously using an out of the box SugarCRM and required the services of CRM customization and development experts who could better equip their CRM for handling various processes that were quintessential for their business and managing their clients and drivers. After holding multiple discovery sessions and figuring out their exact business requirements, our team proposed a highly customized case management and ticketing system. ... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Fonetel was using a series of web-based Lead forms, designed using JotForm, to receive one-time and/or subscription based orders for their telephony products and services. The customer would provide their particulars through these forms i.e. type of product/service, quantity, etc. The information from these forms was then manually extracted and then entered into SugarCRM. This manual entry aspect of the whole process was tedious, time-consuming and counterproductive... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Valentine Roofing had recently shifted to Sugar from Act! CRM to manage their day to day affairs. They wanted to make this transition smoother, better acclimatize the new CRM according to their business processes and optimize it so their employees’ work effort could be significantly reduced when manually entering customer data into the CRM. To this end, they wanted our team of SugarCRM developers to modify UI elements, fields and certain default functionalities in Sugar.... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Diversitech was using SugarCRM for keeping tracking of their products and handling leads. Customer could view their on a WordPress website and inquire about a product or request a quote by filling in a web to lead form. The leads were fed into SugarCRM but there was no proper lead assignment mechanism in place. Leads were assigned to reps randomly and often to reps in the wrong region. These reps were unable to cater to these leads and mature them, causing Diversitech to lose out on potential customers. The needed our team of SugarCRM experts to better equip their CRM for handling this issue.... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:MonteVista Homes was looking to boost their productivity and provide better service to their clients. To this end, they wanted us to help them cut down on manual and repetitive tasks such as having to print out copies of legal documents and sending them out to customers via fax or mail for signatures. They wanted to be able to manage all of this along with other business functions seamlessly from within their SugarCRM.... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:CFA provides financial services to SMBs was using SugarCRM for reaching out to them and handling their financials. They had set up marketing campaigns to reach out to target these SMBs and see if they were interested in their services. In order to prepare for these, they had to manually enter these SMBs into their target lists. Sugar by default was preventing them from moving existing targets into lists for new campaigns. Repetitive manual entry of thousands of targets was proving to be frustrating and inefficient for CFA. .... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:HelioTek needed a comprehensive system to keep track of vendor, product and customer information and stats such as monthly usage, area, service availability, etc. Moreover, they also required an effective lead management solution for acquiring, nurturing and maturing leads as well a means to keep track of the complete customer lifecycle. Previously, they were acquiring leads from government and private third party sources. However, their competitors were also tapping into these. They were keeping track of the acquired leads using registers and sheets which was proving to be inefficient and counterproductive. The sales persons were relying on this data when they manually dialed up these leads and consequently, their productivity was being hampered..... . ....

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Prodant Capital is recognized as an investment business firm that is offering seed investment, equity investment and direct investor access to startups.

Solution:We provided the company with a Sugar CRM solution which allowed them to efficiently handle their data. QuickBooks software was also customized to allow bi-directional syncing of all the data. Also, the data security was improved by allowing the administrator access to control user access.

Challenges:Netstar was in need of a comprehensive solution that would help organize and consolidate their extensive customer data.

Solution:Rolustech provided NetStar with RT Telephony integration, Module Customization, UI overhaul and Google Charts Integration.

Challenges:Mixtape Ventures were in need of a solution that would streamline and optimize their sales.

Solution:Rolustech provided solutions including Telephony features, module customizations and various integrations.

Challenges:The organization contacted Rolustech about difficulties in implementing certain SugarCRM customizations.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:PitchPoint Solutions needed a complete SuiteCRM migration along with numerous integrations, customizations and plugins.

Solution:Rolustech proposed After thoroughly understanding the requirements of PitchPoint Solutions, Rolustech presented a comprehensive solution that targeted all their needs individually and collectively.

Challenges:GMS Leads required server migration and numerous CRM customizations

Solution:

Challenges:OMVE were in need of a complete CRM to manage their business demands.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:SunMed International needed a complete CRM solution to bring their operations up to speed with industry requirements.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:Wanaka Helicopters needed a CRM platform to optimize, streamline, and organize their operations.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:Murano Connect required CRM customization and portal services to improve their business processes.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:The Client was looking for a mobile app that can be used as a switch for the Charging Station of an Electronic Vehicle.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:DezShop were in need of a comprehensive solution that would streamline their business processes.

Solution:Rolustech proposed numerous view level customizations and process automations i.e. calculated fields and email automation along with integrations of INvoices, Subscriptions and Payments with their CRM.

Challenges:Hex Engineers required assistance with the financial management of their processes.

Solution:Rolustech proposed a Salesforce integration with QuickBooks to help Hex Engineers with their business operations.

Challenges:Sicom Testing were in need of a comprehensive CRM solution that could help them manage their processes in a more efficient manner.

Solution:Rolustech proposed workflow automation to meet their requirement of efficient order management.

Challenges:NorthCoast Flusika was looking for a Customer Relationship Management system that would help it optimize its operations.

Solution:Rolustech implemented Kanban view for Tasks, Bugs, Cases, and Opportunities as well as a customized theme and customized icons throughout the client’s SugarCRM platform to give its users a unique experience.

Challenges:Clemens Kleine required customization to its Quotation and Services processes along with implementations of custom fields and functionalities in a number of different modules with role based restrictions across the X2CRM platform.

Solution:The Quotes and Services module was completely customized to suit the client's business needs and requirements. Customization aimed at reducing the time spent on support tasks and manual work was also implemented.

Challenges:Sanfied Clubhouse was facing CRM Migration challenges since their current implementation was not financially optimized and consequently needed a migration to a non-proprietary platform.

Solution:Rolustech went to work on the proposed solution and replicated all the workflows and business processes that were part of the migration.

Challenges:CETEC Group required a customized CRM solution to help them organize their business processes and also in overseeing the vast number of stakeholders that they had as well as tracking their equipment along multiple channels.

Solution:Rolustech proposed multiple customization ranging from Quotes to Contact and Product Management and also included a price management mechanism and a sales pipeline layout.

Challenges:The client required customization in the SugarCRM Customer Journey Plugin, along with some degree of automation.

Solution:Rolustech carried out a number of customization, including one for the Customer Journey Plugin. Google calendar and RT DocuSign, our SugarCRM Plugin, were also integrated with the client's Sugar.

Challenges:The client had a vision for his transportation business and, hence, required a customized CRM platform that could help him manage the bookings, suppliers, and customers.

Solution:Rolustech provided the client with a customized web application to help him meet his needs. Furthermore, his CRM and CMS integration was also optimized.