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May 27, 2020
Case Study 2: Services
December 18, 2020

Case Study 1: Real Estate

Client

A US based all-in-one real estate and advertising agency which has their primary
focus on retirements homes and suburban properties. Being one of the fastest
growing company established in 2015, it has been a necessity for them to manage
their web presence effectively and has about 20+ odd product sites as one of the
primary lead sources.

Challenges

Client was looking for existing SugarCRM customization to automate their sales,
order, invoice management processes and also third-party payment gateway
integration.

Solution

We got engaged for SugarCRM customization and implementation work to automatetheir sales, order, invoice management processes. To develop a centralized data, mine using SugarCRM 7 professional, multiple custom modules had to be developedincluding a property management system to keep track of the projects and proeprties. Apart from these, integration of SugarCRM with google maps was done to keep track of all the locations, custom web services were developed for the leadsto directly come from the product sites etc.

Technology

SugarCRM, Google Maps

Outcome

The solution offered the sales team an integrated platform to operate more
effectively and met aggressive sales targets with up-to-date data readily available
on few clicks. The SugarCRM instance also worked as the central repository of data
associating and consolidating all their product sites and other lead sources
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