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CASE STUDIES

education crm
Company: FITT
Industry: Education

Challenges:The company offers international training and certifications. They needed a CRM to accommodate their exponentially increasing number of clients.

Solution:FITT, with our custom Sugar implementation, was able to efficiently manage their growing client database. The company was able to manage exams much more efficiently with the bi-directional data integration with Yardstick.

Company: Auto Accelerator
Industry: Automotive

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.

digital printing crm
Company: WM Printing
Industry: Manufacturing

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..

auditing firm crm
Company: Texas Tax Group
Industry: Finance

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.

legal firm crm
Company: Brooks Kushman
Industry: Legal Industry (Law firms)

Challenges: The company was using SQL servers which not only were costly but also caused issues in data recovery and backups.

Solution: We improved their system security and significantly boosted performance by linking the backend with Sugar CRM and the front end with WordPress.

computer hardware crm
Company: PSI
Industry: Manufacturing

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.

auditing crm
Company: Credaris
Industry: Credit Management

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.

Miller Howard Investment Case Study
Company: Miller Howard Investment
Industry: Investment Management

Challenges: The management at Miller Howard wanted to migrate all its data from Sugar 6 to Sugar 7 for standardization of 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.

Finding Friday
Company: Finding Friday
Industry: Travel and Leisure

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.

refractiv
Company: Refractiv
Industry: Retail

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.

Urban Riders
Company: Urban Riders
Industry: Health and Fitness

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.

Evolution Marketing
Company: Evolution Marketing
Industry: Administration

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.

HOSB
Company: The House of St Barnabas
Industry: Non-Profit

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.

Owen James
Company: Owen James
Industry: Event Management

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.

Audio Geer
Company: Audio Geer
Industry: Retail

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.

MPower Energy
Company: MPower Energy
Industry: Power Management

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.

WK Marble and Granite Pty Ltd- Case Study
Company: WK Marble and Granite Pty Ltd
Industry: Industrial Manufacturing

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.

Inhance Technologies
Company: Inhance Technologies
Industry: Manufacturing

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.

RealtyShares
Company: RealtyShares
Industry: Investment Management

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.

Children's Cup
Company: Children's Cup
Industry: Non Profit

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.

MyAgent
Company: MyAgent
Industry: Real Estate

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.

FitSales
Company: FitSales
Industry: Health and Fitness

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.

Keystone Technologies
Company: Keystone Technologies
Industry: Electrical/Electronic Manufacturing

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.

Indiana Memorial Group
Company: Indiana Memorial Group
Industry: Memorial Services

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.

Ark Sciences
Company: Ark Sciences
Industry: Healthcare

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.

MetaOps
Company: MetaOps
Industry: Management Consulting

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.

Addfin wealth
Company: Addfin Wealth
Industry: Investment Management

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.

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