Monday, 17 January 2022 11:03

The Engenco Group deploys SugarCRM to analyse customer data


Engineering company The Engenco Group has implemented SugarCRM to consolidate its customer data, improve customer insights, and enhance customer experience.

“We chose SugarCRM as it provides a full suite of capabilities that will give us a complete view of customer data that we can then translate into insights. We wanted a CRM that can integrate seamlessly with our ERP data for an instant view into sales performance metrics within business units for enhanced decision-making. Most importantly, our data will be stored locally in Australia, giving us the assurance that sensitive data can stay securely in our local environment. Prior to partnering with SugarCRM, we did not have a CRM in place,” explains The Engenco Group project manager David Hodgman.

Seventy-eight percent of The Engenco Group’s team now access SugarCRM on a regular basis and benefit from fast reporting, capitalising on real-time dashboards to improve customer intelligence and insights. Its executive team has visibility with in-flight opportunities across each of the business units in the group which is a key contributing factor in the revenue forecasting process.

“We wanted a CRM that could be linked to email and diary planners for better organisation and a customer database that can consolidate with phone calls and notes from meetings. We also wanted a mobile CRM so our account managers can check on and update their sales pipeline opportunities, forecasts and leads while travelling around the country,” says Hodgman.

“SugarCRM is able to streamline our operations and deliver value from day one. Having a cloud deployment also meant that the process of rolling out SugarCRM to our European business unit and adapting it to their needs proved to be easy and was accomplished within a span of two weeks,” claims Hodgman.

According to Hodgman, SugarCRM has consolidated customer data and improved data completeness and quality across the Drivetrain and Gemco Rail divisions of Engenco. Instant access to customer data from within Microsoft Outlook has improved communications, substantially saved time, and minimised application switching for users migrating from manual spreadsheets to SugarCRM’s technology.

“Sugar Connect has enabled The Engenco Group to ditch manual data entry and keep CRM, email, and calendar tools up-to-date. Engenco’s Office 365 account is integrated to enable rich insights to be automatically fed into the CRM as the team interacts with prospects and customers in real-time,” comments SugarCRM senior vice president Asia Pacific Jason du Preez.

CRM Online Australia, SugarCRM’s channel partner, worked with The Engenco Group throughout the implementation process to provide on the ground consulting and support.

The Engenco Group is currently onboarding new divisions onto SugarCRM and championing the power of the solution across more business units.

The Engenco Group provides a diverse range of engineering services and products around the world. It employs more than 500 people in over 20 locations across Australia, Europe and the US. Through the group’s three business streams—Rail and Road, Power and Propulsion and Workforce Solutions—the Engenco businesses provide solutions across multiple industry sectors.

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