Sage CRM
150 Case Studies
A Sage CRM Case Study
Esbee Dynamed, a Mumbai-based distributor of high-end medical equipment with regional offices across India, needed a real-time, integrated view of its business to support faster decision-making, improve after-sales service and customer retention, and enable future expansion. The company’s main challenge was unifying marketing, sales and customer service processes while tracking sales forecasts, budgets and inventory across multiple locations and currencies.
Esbee implemented Sage 300 and Sage CRM, delivering a fully integrated ERP and CRM platform. The solution unified sales, service and financial data, automated the sales funnel, streamlined inventory control and improved reporting and dashboards, enabling faster, higher-quality customer support. Implemented in six months, the system enhanced customer relations, operational efficiency and management visibility, with ongoing reviews and plans to upgrade.
Aditya Bawa
Director