Case Study: Building Material Distributors, Inc. achieves increased sales productivity and streamlined, centralized operations with SugarCRM

BMD Adopts a Customizable, Affordable CRM and Implements a Customer Portal

Building Material Distributors (BMD), a national wholesale supplier of building products with over 75 years in the industry, faced fragmented, manual operations—relying on Excel spreadsheets and shared inboxes—leading to long lead-time projects, duplicated customer records, and poor communication between its divisions. BMD needed a single, shared system to record customer touches, track projects, and consolidate account data so teams could collaborate and avoid tedious follow-ups.

BMD formed a cross-divisional CRM team and selected Sugar for its customizable, affordable platform and customer portal, implementing account consolidation (with nightly refreshes), pre-populated user defaults, workflows, mobile access, and custom reporting. The deployment improved transparency and communication across sales, marketing, and service, enabled detailed project tracking, eliminated manual weekly Excel reports, boosted productivity and mobility, and drove strong user adoption.

Building Material Distributors, Inc.

Jay Carter

Senior Software Engineer