Case Study: Delv achieves unified collaboration and improved employee experience with SugarCRM

Digital Transformation Experts Break Down Silos with SugarCRM

Delv, an Australia-based specialist in unified endpoint management, digital security, intelligent automation and app development, set out to improve employee and customer experience by giving teams better tools. The company was hampered by siloed communications and heavy reliance on email, which led to lost action items, lack of visibility across stakeholders, and no single view of customer activity to support consistent, collaborative sales and service processes.

Delv selected Sugar’s cloud CRM (implemented with partner CRM Online) to centralize customer data, automate task allocation and notifications, and connect workflows with key data sources using Sugar Connect, Customer Journey plug‑ins and Sugar Hint. The platform quickly became the core resource for customer information, boosting collaboration, accountability and reporting—eliminating missed tasks, improving employee experience and enabling Delv to scale customer engagement across its national team.

Delv