Case Study: Bishop-Wisecarver achieves 360-degree customer visibility and real-time ERP/MAP integration with SugarCRM

Manufacturer Saves Big by Finding the Sweet Spot in CRM Data Transparency

Bishop-Wisecarver, a Pittsburg, CA–based manufacturer of precision motion solutions with nearly 70 years of experience, needed a flexible CRM that could deliver deeper customer insights and integrate with its existing ERP and marketing automation systems. After evaluating the market, the company selected SugarCRM in October 2012 to provide the visibility and connectivity it required.

By integrating ERP and MAP data into Sugar, BW gained a real-time, 360-degree view of customers within a single interface, making it easier for sales agents to access internal data and improving transparency across the business—so much so that their internal CRM team calls it “The Sweet Spot.” The success has prompted plans to expand use of Sugar’s tools, including adopting Sugar Market to drive website traffic, track digital interactions, and capture more leads.

Bishop-Wisecarver

Niegel Leoncio

Crm Manager & Developer