Complex Contract Management

For a national technology data services provider, UpCurve Cloud implemented Sugar to replace multiple legacy systems that handled CRM, Contract Management, and Service Management.

With Sugar, UpCurve Cloud replaced Salesforce that was the previous CRM system used to manage very complex customer product service contracts and an internally built service ticket tool that handled a high volume of emailed service requests. The customer was challenged by keeping data updated between the three systems. UpCurve Cloud was able to help the client configure Sugar CRM with a database structure that served the requirements of the three previous systems and was able to automate processes to a much higher degree than previously possible. With data and processes in one single system, the client can provide a better customer experience and handle high growth without adding significant staffing.

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