MyAgent

Based in New Zealand, MyAgent is a full service photography and real estate marketing company. With a team of architectural photographers, it assists vendors and their agents to market their properties to their best potential.

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. Using manual processes like spreadsheets had a negative impact on the business performance as it wasted precious time of the employees performing repetitive tasks such as manual data entry. The management at MyAgent was looking for a software which would bring automation so that their business operations could be carried out smoothly.

Solution

  • SugarCRM Integration with Xero to allow for bidirectional syncing of contacts and records.
  • Calendar module was customized to show agents meetings, tasks, reminders and calls associated with the Clients, Accounts, Leads and Opportunities.
  • SugarCRM Custom reports were built to provide managers with a unified view of all key information including the set targets and performance assessment data.

Results

A customized SugarCRM solution eliminated inefficiencies caused by bottlenecks and unnecessary procedures in legacy systems. The SugarCRM Integrations streamlined business processes and delivered detailed insights into company’s finances. Customized reports and personalized dashboards empowered MyAgent management and employees to make data driven decisions. By providing best of breed solution that had a gamut of features, Rolustech equipped MyAgent with a platform that delivered optimal usability, functionality and performance for its business.

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