Case Study: Innovative Modular Solutions achieves a single customer view and improved sales forecasting with Sage CRM

IMS gains the full picture with Sage

Innovative Modular Solutions (IMS), a U.S.-based provider of modular building solutions for commercial construction, faced fragmented customer data scattered across Excel, notes and email. That lack of a central system left them without reliable reporting, limited marketing insight, poor visibility of lead sources, and dependence on field staff for critical information—making forecasting and tracking difficult.

Deploying Sage CRM delivered a single view of customers and leads, workflow-driven lead qualification and allocation, and dashboards for territory and product performance. The change improved decision-making and customer follow-up, gave full sales-history visibility, simplified onboarding, and positioned IMS to expand with marketing automation.

Innovative Modular Solutions

Andrea Brand

Product Manager