CRM Migration


Our client, a leading collaboration services company, had a sales team of 250 professionals. In order to manage the sales, the client had leased SALESFORCE.COM sales automation application. The client was spending $250K/year for the application.

However, considering the user adoption, the cost was very steep. Customizing would have costed more money. The data resided with SALESFORCE.COM on the cloud and hence reporting was limited. This resulted in inaccurate reporting to the executive. Management could not see the ROI they were expecting.

Our Solution

Our professionals analyzed the challenges as well as available technologies and suggested an open-source Customer Relationship Management solution.

Sugar is affordable and easy to use business CRM, designed to help your business communicate with prospects, share sales information, close deals, and keep customers happy. Thousands of successful companies use Sugar every day to manage sales, marketing and support.

workMETHODS customized and branded SugarCRM for the client. workMETHODS migrated data from SALESFORCE.COM using API. Moreover, workMETHODS added new modules to suit the sales process and manage sales collateral within the tool. The solution was hosted on workMETHODS servers. We supported and managed the solution for 3 years until the client’s IT department was ready to take over the support.

Save $200K/year
SugarCRM is an open-source solution. This saved the client licensing cost.

Enhanced Reporting
With a hosted model, the CRM data was readily available to build custom reports as well as download to Excel.

Reduced Marketing Costs
SALESFORCE.COM licensing did not include Marketing automation. However, the client got Marketing automation modules for no additional cost and hence could manage marketing campaign better.

Improved ROI
Flexibility, Enhanced Reporting, Additional Functionality, Synchronization with Outlook, Collaboration features, etc. improved the adaption and data accuracy and completeness within the CRM solution. Additionally, the application cost was significantly reduced.
Sales Force Automation
Allow sales representative to track and share contacts and opportunities, manage and upsell into existing accounts, forecast revenue, monitor performance through dashboards, manage quotes and contracts, work offline through our sugar mobile and collaborate through integration with Microsoft Outlook.

Marketing Automation
Create, execute, and track campaigns across multiple channels with the campaign wizard. Develop compelling email marketing programs and capture leads directly into your CRM system with web-to-lead forms.

Centralizing customer service requests across channels to allow companies to manage inbound emails, diagnose bugs, share knowledge, and resolve customer issues.
Windows 2008
Crystal Reports
IT Strategy
workMETHODS strategized the solution and technologies.

IT Turnkey Solution Development
workMETHODS developed a custom solution based on above technologies.

IT Managed Services
workMETHODS hosts the solution on its servers. We manage and monitor the servers. We provide email and phone-based application support.