Case Study: Materion achieves 100% CRM adoption and boosts sales efficiency with SugarCRM

Materion Chooses Sugar for Global CRM Rollout, Achieves Strong Adoption With Innovative Training Program

Materion, a Cleveland‑based provider of advanced materials serving global customers in aerospace, healthcare and manufacturing, faced poor CRM adoption and an inefficient legacy system: only about half the sales team used it, logins could take 20 minutes, call reports took an hour, and leads and new business orders (NBOs) weren’t tracked. With a dispersed sales force across three continents, complex supply chains, and a six‑month target for rollout, the company needed a modern, integrated CRM that would improve pipeline visibility, real‑time SAP/Notes integration, and sales productivity.

Materion selected Sugar On‑Demand and drove adoption with a structured rollout: a global design team, regional “super users,” partner‑led 3‑day intro sessions, face‑to‑face two‑day hands‑on training in six countries using real customer data, and ongoing gamification and manager accountability tied to NBOs. The result: 100% daily adoption, call report time cut to 20 minutes (a 67% efficiency gain), all leads and NBOs tracked in Sugar, and expansion of the platform into additional divisions.

Materion

Jason Maher

Vice President of Sales