Sage CRM
150 Case Studies
A Sage CRM Case Study
Posera, Inc., a leading point-of-sale software and hardware provider serving more than 20,000 customers across North America, the UK and France, was struggling with disparate software across offices and divisions as it grew. The company needed an integrated ERP and CRM to give sales, support and accounting teams a single, accessible source of truth and better visibility into marketing and customer relationships.
Posera implemented Sage 300 ERP and Sage CRM to create an end-to-end, integrated system that automates data exchange, eliminates duplicate entry and links opportunities to marketing sources. The solution delivered about a 15% efficiency gain, saved significant administrative time (one role saves roughly four hours per day maintaining licensing databases), and provided a 360-degree customer view for improved marketing ROI, cross-office support coordination and decision-making.
Allen Shulman
Chief Financial Officer