Case Study: Boxwood Group achieves unified client data and stronger sales & marketing performance with Sage CRM

Sage CRM and Sage 300 ERP enables Boxwood to Succeed

Boxwood Group is a U.S. consultancy that delivers management, recruitment and training services to improve business performance. As the firm grew, its mix of strategic consulting, recruitment, training and technology recommendations became hard to manage with existing systems—Boxwood needed a cost‑effective CRM that could scale to about 75 users and be customised to support marketing, business development, recruitment and training processes.

Boxwood selected Sage CRM and Sage 300 ERP for its out‑of‑the‑box functionality and customisation tools; the solution was implemented and customised (including Exchange and Office integration) in four weeks. The system created a single source of prospect and client data, improved pipeline visibility and forecasting, enabled targeted marketing campaigns and faster candidate response times, and delivered measurable improvements in sales, marketing ROI and customer service.

Boxwood Group

David Cook

Head of IT