Case Study: Terradatum achieves a customer-data powerhouse and converts 20% of lost opportunities with SugarCRM

How Terradatum Transformed Its CRM Into a Customer Data Powerhouse

Terradatum, an Overland Park–based real estate data analytics provider, was struggling with fragmented use of SugarCRM: no documented best practices, incomplete and inaccurate records, and disconnected processes meant reports were unreliable and customers sometimes received the wrong messages.

The company redefined Sugar as its single source of truth, enforced data governance, integrated key systems (QuickBooks, Jira, Hiver, G Suite, marketing automation) and delivered training and documentation. The result: a unified customer view that drives sales, marketing and support decisions—20% of previously lost opportunities were recovered, address changes now propagate to dozens of accounts instantly, and onboarding capacity rose to 10–15 trainings per week instead of taking an entire quarter.

Terradatum

Brant Myers

Client Services Manager