A top priority for JSCS has always been to maintain relationships with existing customers while winning new ones. As a result, its marketing and sales teams rely heavily on customer relationship management (CRM) technology. But unfortunately, the company hasn't always been able to depend on its software to gain much-needed insights. Although JSCS had a system in place, it wasn't user friendly and didn't provide the visibility needed to support customers as efficiently as possible. Some employees weren't getting the information they needed; others were overwhelmed by too much data.
It was definitely time to implement a new system. But first, a key group of decision makers came together to discuss the core capabilities that would be needed to ensure a better user experience.Sugar met all of the company's criteria.