Case Study: Niftylift achieves automated sales quoting and centralized customer data with SugarCRM

Niftylift Elevates Efficiency with Automated Sales Quoting

Niftylift, a Milton Keynes–based manufacturer and rental provider of mobile elevating work platforms serving 60 countries with 550+ employees, struggled with fragmented sales and service data spread across shared drives, personal folders and emails. Low adoption of its existing SugarCRM and manual, spreadsheet-driven quoting made accurate, timely quotes difficult, hampering personalization for repeat customers and limiting the company’s ability to respond to growing demand.

Partnering with Sugar reseller redk, Niftylift migrated to the cloud, implemented CRM best practices and deployed a custom pricing and automated quoting tool with regional templates and mobile access. The solution centralized customer data, improved data quality and standardized commercial processes, speeding quote creation, improving sales agility and creating a scalable blueprint for ongoing digital transformation.

Niftylift