Case Study: Unifin triples sales and boosts application-processing efficiency 60% with SugarCRM

Sugar increases sales, cuts processing time for Mexico leasing company

Unifin, a publicly traded financial services firm and the largest leasing company in Latin America based in Mexico City, needed to replace a 10-year-old homegrown system that could no longer support its end-to-end sales and operations processes. The company sought a modern, integrated platform to automate the lead-to-billing cycle, speed loan approvals, empower a distributed sales force, and provide clearer, objective performance data.

Unifin implemented Sugar Enterprise integrated with a custom-built application for electronic files, credit scoring, BI and ERP, with 100% adoption across the sales team. The solution cut application processing time from about a week to 48 hours, delivered cleaner KPI data, improved visibility across branches and management, and drove rapid growth—tripling monthly sales and producing roughly 3x annual growth.

Unifin

Robert Amper

Chief Information Officer