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MyAgent

Client's Profile

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

Jim Janes, Director at MyAgent, approached Rolustech to discuss the possible options as he was interested in deploying CRM software. Numerous discovery sessions were held to discuss every aspect of their business. After taking into consideration all the factors, our experts offered to build a customized Sugar solution on top of SugarCRM Community Edition.

Sugar was integrated with Xero. This integration syncs contacts and records bidirectionally. All customer invoices from Xero can be viewed in Sugar’s Accounts and Contacts modules. The hassle of keeping multiple systems updated was completely eliminated.

Calendar module was customized to show all the meetings, tasks, reminders and calls associated with their Clients, Accounts, Leads and Opportunities.

Custom reports  were built to deliver managers a unified view of all key information including the set targets and performance assessment data. Using personalized dashboards, employees could easily view their performance at a glance.

Results

A customized Sugar solution eliminated inefficiencies caused by bottlenecks and unnecessary procedures in legacy systems. Sugar and Xero integration streamlined business processes and delivered detailed insights into company’s finances. Customized reports empowered management at MyAgent 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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