Case Study: Insource achieves real-time market intelligence and strong user adoption with SugarCRM

Insource Integrates SugarCRM with InsideView, Miller Heiman and Social Data Channels to Gain a Competitive Edge

Insource Performance Solutions, a Charlotte-based provider of on-premise labor and process services for manufacturing and distribution, experienced rapid growth that exposed gaps in its CRM capabilities. The company’s existing Salesforce implementation was limited to sales automation and didn’t support cross-department visibility, market intelligence aggregation, or the user-friendly experience needed for broad adoption across sales, operations, engineering and management.

Working with BrainSell, Insource deployed Sugar Professional and integrated it with InsideView and Miller Heiman to centralize sales processes, project management and real-time account intelligence. The on-demand rollout enabled quick adoption, reduced implementation costs, and delivered campaign management, automated workflows and daily account alerts—improving information flow, strengthening customer service and giving Insource a measurable competitive edge.

Insource

Chip Meyers

Sales Operations Manager