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    Transportation Case Studies

    Relocating our Best Friends with GoldMine

    Air Animal brought in GoldMine Premium Edition to track every interaction with clients, from start to finish. With the solution, the company modernized its entire customer lifecycle, from sales to invoicing.

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    Smooth Sailing with SugarCRM

    Star Asia’s top requirement was the ability to grow quickly. One of the challenges they faced with their previous CRM system was how to ensure that new sales reps immediately had leads and opportunities to work with.Star Asia was introduced to UpCurve Cloud through their partnership with logistics services provider OEC Group, another UpCurve Cloud Sugar customer.

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    Leads are Moving!

    Prior to investing in Sugar, as with many small-to-medium sized businesses, Clancy’s lead tracking was spreadsheet based. “When I came to this company, there was no CRM system,” Elizabeth explains. “There were website leads coming through email and being put on a spreadsheet. Sometimes people would call in and that was never even being logged. It was all about a gut feeling. Management would ask, ‘how’s it going this week? Are we getting good leads? Yeah, okay great.’ You would literally just ask people.”

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