Case Study: HRsmart achieves unified sales pipeline visibility and rapid reporting with SugarCRM

Sugar Keeps Company’s Sales Process Visible And On Track in the Cloud

HRsmart, a global talent-management software provider, faced the challenge of unifying its growing sales and support operations after operating a fragmented, on-premises CRM. The company needed a single system that would serve global offices, handle multiple currencies, manage notifications across sales teams, and reduce pressure on internal IT resources while giving visibility into the sales pipeline.

HRsmart moved to Sugar Professional On-Demand, configuring role-based views and dashboards for regional sales teams, logging demos/calls/emails, and creating custom modules as needed. The hosted solution streamlined handoffs between sales and project teams, improved lead management and forecasting, and accelerated reporting—enabling comprehensive pipeline reports and interactive graphs in under five minutes—while protecting continuity despite employee turnover.

HRsmart

Jad Chahine

Global Marketing Manager