Case Study: Nexus Solutions achieves centralized customer management, reduced customer loss and improved marketing response with Sage CRM

Sage 300 ERP delivers a clear business direction for Nexus Solutions

Nexus Solutions, founded in 2001 as a network solutions provider, was hampered by fragmented customer data—thousands of scattered Excel files, inconsistent salesperson practices and poor coordination between departments—which produced unclear marketing messages and made customer acquisition and retention difficult. The company needed a way to centralize information, improve visibility of the sales cycle and better manage relationships with customers and partners.

Working with Dataworld, Nexus implemented Sage 300 ERP and Sage CRM (web‑based with SSL‑VPN) for about 20 users in under three months, consolidating data, standardizing lead processing and enforcing role‑based security and alerts. The solution created a single customer/partner repository, sped up support and follow‑up, reduced customer loss and increased marketing response rates—becoming an indispensable tool as Nexus plans regional rollouts.

Nexus Solutions

Astley Yip

Sales Manager