Case Study: NinjaTrader achieves customer lifecycle automation and reduced churn with SugarCRM

NinjaTrader - Customer Case Study

NinjaTrader is a Denver-based provider of trading management software for professional and retail investors with more than 2,500 subscribers. Facing the need to scale web-based support and automate large volumes of customer interactions, the company found its previous CRM (Salesforce.com) increasingly costly and slow to configure, hampering efficiency and time-to-value.

NinjaTrader moved to Sugar Professional On-Demand, integrating web forms to auto-convert leads, populate contacts, assign reps, track renewals and forecast cancellations so sales reps receive expiry alerts and can act to prevent churn. The implementation was faster and cheaper, delivered improved revenue visibility and a sizable ROI within a year, and has become the company’s mission‑critical system as they expand automation into customer support.

NinjaTrader

John Gromala

Vice President of Sales and Marketing