Case Study: Hilco Global (Hilco Appraisal Services) achieves streamlined operations and increased productivity with SugarCRM

Hilco Appraisal Services Uses SugarCRM to Support Growth Initiatives Worldwide

Hilco Appraisal Services, a financial services firm that helps clients value and monetize business assets, struggled with fragmented systems and manual workarounds that hampered growth. Customer and project data lived in multiple tools (an older SalesLogix, a separate marketing system and a non‑integrated project manager), leading to duplicated data entry, rampant Excel spreadsheets, poor visibility into deals and projects, and concerns about data accuracy.

Highland Solutions conducted an eight‑week business analysis and built ESSTER on SugarCRM—a customized platform (Engagement, Set‑Up, Scheduling, Tracking, Evaluation and Reporting) that consolidates the entire customer lifecycle from marketing through invoicing. The implementation created a single source of truth, automated deal booking, time/expense tracking and invoicing, boosted productivity by reducing manual effort, improved operational visibility and set the company up for more profitable, scalable growth.

Hilco Global

Jim Glickman

CMO