Case Study: E3 Technology achieves 20% sales increase and unified project management with SugarCRM (Sugar Professional On-Demand)

A security consulting firm marries sales and project management with Sugar Professional

E3 Technology, a Spokane-based security consulting firm serving more than 100 clients, struggled with fragmented contact data locked on consultants’ laptops and limited visibility into sales and project performance. As a largely virtual, cost-conscious organization with employees frequently on the road, E3 needed a flexible, web-based CRM to centralize data and improve management oversight.

E3 migrated its Act! data into SugarCRM (trialing Community Edition) and quickly upgraded to Sugar Professional On-Demand, completing deployment in a few days. They customized sales stages and used Sugar’s project management to link opportunities to service delivery, giving consultants anytime access, eliminating IT maintenance, improving resource allocation, and driving an expected 20% increase in sales.

E3 Technology

Mike Leach

Sales Manager