Sage CRM
150 Case Studies
A Sage CRM Case Study
McKeil Marine, a family-run Canadian marine services company operating a fleet of more than 50 vessels across the Great Lakes and Eastern Canada, was hampered by decentralized customer data held in Excel. Salespeople spent hours each week updating spreadsheets and the Business Development VP couldn’t view pipeline, forecast or customer history from a single source, leading to lost opportunities and time-consuming manual reporting.
By implementing Sage CRM McKeil centralized customer and sales data, automated reporting and introduced an interactive fleet map to match vessel availability with customer needs. The system eliminated spreadsheets, made pipeline and forecasting visible to everyone, reclaimed reporting time and boosted productivity by 15% (about 1.5 hours saved per employee per day), helping the company capture more revenue and turn data into actionable intelligence.
Brent Kinnaird
Marketing Manager