SugarCRM
187 Case Studies
Case Study: OmniMed Financial & Insurance achieves higher lead conversion and streamlined marketing with SugarCRM
A SugarCRM Case Study
OmniMed Financial & Insurance Boosts Lead Conversion with SugarCRM
OmniMed Financial & Insurance, a Needham-based firm that provides insurance and investment services to physicians and other professionals, faced growing pains as client data and follow-up became hard to manage—relying on Post‑its, spreadsheets and disconnected apps made tracking leads, opportunities and key client milestones inefficient.
OmniMed implemented Sugar Professional with customizations and integrations by BrainSell (linking Sugar to its WordPress site, inBOX25 and MailChimp), which automated outreach and residency-stage tracking and streamlined newsletter production. Within three weeks the team was productive, newsletter prep dropped from about five hours to minutes, lead generation and conversion increased, and the company gained better organization and scalability.
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OmniMed Financial & Insurance
Joe Capone
Founder