First the business objective.
Later, determine how the objective is going to be managed and then design the process that will allow that objective to be met.
UpCurve Cloud has extensive experience working with a wide variety of businesses in sectors as diverse as aerospace, manufacturing, services, and non-profit.
We've learned what works and what doesn't and use those insights to customize your process to efficiently meet your needs.
Typical processes effectively handled by our powerful applications are:
- Lead Generation
- Lead Processing and Management
- Literature Fulfillment
- Customer Profiling
- Sales Activity Reporting
- Proposal and Quote Generation
- Sales Forecasting
- Territory Realignment
- Customer Service and Help Desk
Featured Process Design Case Studies
Building Materials Manufacturer Implements CRM to Support Sales Reps Both Internally and Externally
As a fast-growing organization, ASI needed a better way to manage the many opportunities coming their way. ASI’s use case is particularly interesting, in that they have a mix of employees, managers and an outside sales team who use SugarCRM in nearly everything they do.View Case Study
How a Non-Profit Uses SugarCRM to Increase Course Registration
The Jung Center’s management prior system was becoming obsolete and didn’t fit their needs. The Jung Center worked with UpCurve Cloud to implement shopping cart functionality and a custom Sugar portal to manage registration and members.View Case Study
Hyland's Gains Efficiency in Sales Order Process
Hyland’s chose SugarCRM to seamlessly share, track and manage information between the sales and customer care teams. The solution was a customized CRM application resulting in cost savings and better communication.View Case Study
Star Asia, a Leader in Freight Forwarding Adopts Sugar for More Efficient Sales Prospecting
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.View Case Study
Railinc Increases Lead Flow and Shortens Response Time with Sugar
Railinc was looking for a better way to manage its sales and customer relationship efforts without creating silos with its data in disjointed applications.View Case Study
Custom Sugar Instance Reduces Data Entry Mistakes by 100%
UpCurve Cloud and GS Marketing worked together to customize Sugar, including creating custom SEO tools, a case management module, and a product history module.View Case Study
Gladney Center for Adoption Improves Client Experiences with Sugar
Gladney Center for Adoption was spending too much time on data entry and not enough time on their mission. Each division had its own database, and they were becoming outdated, causing Gladney to begin the search for a unified CRM system.View Case Study
A Growing Moving and Storage Company Leans on Sugar as a Lead Management Solution.
Prior to investing in Sugar, as with many small-to-medium sized businesses, Clancy’s lead tracking was spreadsheet based. After a while, the spreadsheets were no longer cutting it. After thoroughly reviewing the CRM market, they decided to go with Sugar.View Case Study
A growing design and publishing studio manages a wealth of operations with Sugar.
Fig Industries knows a thing or two about creative design and marketing. But could a branding, package design and magazine publications company use CRM software not only for the traditional sales and marketing functions, but also to run publishing processes? The answer, it turns out, is an enthusiastic yes.View Case Study
How Searchmetrics Uses Sugar to Increase User Adoption and Improve Campaign Performance
After using it's CRM platform for over three years, Searchmetrics felt the return on the product was no longer justifying the cost, and they were unsatisfied with the low user adoption and resulting dysfunctional reporting results. After implementing a customized solution with UpCurve Cloud, Searchmetrics grew it's user licenses by 285% and doubled user adoption.View Case Study
Talking with Pierre Hellivan about Vigon International is like driving a precision race car: it’s exciting and you’re going to go really, really fast.
The key to success? A strong focus on excellent business processes, an understanding of both human and technology capabilities, and a commitment to continuous improvement across the board.View Case Study
VPI streamlines lead management and delivers outstanding customer experience with SugarCRM and Pardot Integration.
VPI wanted a web-based system that could support the needs of the entire company. After considering various CRM solutions, the company chose Sugar since it met all of their requirements; plus, it offered easy customization and excellent price to value. VPI also made sure to integrate Sugar with the Pardot marketing automation solution.View Case Study
Featured Process Design Projects
We helped a midsize regional bank implement Sugar with a focus on onboarding and managing their private banking clients.
We helped a marketing team implement uCalendar to take advantage of Sugar's customization capabilities and the ability to create easy-to-follow calendars.
We created a tool that automatically sends information from contracts in Sugar as web-based forms for the client to fill in additional details.
We implemented Sugar to help a mid-size law firm to not only handle the CRM process but also manage their legal matter volume.
We implemented Sugar to help a national technology data services provider replace multiple legacy systems they previously used.
We implemented Sugar to help a national provider of information and technology convert from a legacy customer service platform to a modern CRM system.
For a national distributor of specialized building materials, we configured Sugar to track construction projects for more detailed and accurate sales forecasts.
We used Sugar to help a large telecommunications network company enable its independent sales agents to register the sales opportunities they were working on.
We helped a mid-size ingredient and flavoring company, configure Sugar with a detailed sales meeting planner.
We helped one of the world's largest banks convert all their info into Sugar and build a system to track relationships with institutional investors.
We implemented Sugar for a national message broker who uses Sugar to manage its customers, bookings, and massage therapists.
We built an SMS integration for a customer in the finance industry to help him eliminates manual data entry.
We helped a client in the hospitality industry to better centralize their support system.