Case Study: CU Solutions Group achieves a 360-degree customer view with OSSCube and SugarCRM

Modernizing Desktop Application by Migrating it to the Cloud

CU Solutions Group, a credit union service organization growing through multiple acquisitions, was struggling with siloed subsidiary systems, manual data consolidation, and inconsistent customer records. The lack of a centralized customer view was hurting sales productivity, reporting, and the overall customer experience. To address this, CU Solutions Group partnered with OSSCube and selected SugarCRM as the central repository for customer information.

OSSCube consolidated disparate systems into a single SugarCRM-based platform, re-engineered processes, and built cross-departmental workflows and reporting across sales, marketing, project management, vendor management, and employee productivity. As a result, CU Solutions Group gained a 360-degree customer view, stronger business intelligence, faster product management, improved compliance, and lower overhead, while improving sales productivity and enabling future scalability.

CU Solutions Group

Tim Bohlman

Senior VP