Case Study: Mazars achieves 2,000 hours saved annually with SugarCRM

UK Accountancy Firm Saves 2,000 Hours Annually via Process Efficiency

Mazars, a global professional services and accountancy firm headquartered in London, needed to replace an underused CRM that limited pipeline visibility, forced repetitive manual billing-code entry, and weakened audit trails and compliance documentation. The firm’s challenge was to create a single data-entry point to improve sales and client service processes while raising data integrity and user adoption.

After evaluating Salesforce and Microsoft Dynamics, Mazars selected Sugar Enterprise for its lower total cost of ownership, extensibility and intuitive UI, deploying it on-site with integrations to finance systems, SharePoint and marketing tools. The implementation automated workflows and billing-code generation, improved data quality and real-time client visibility, enhanced audit trails and compliance, and eliminated repetitive entry—saving about 2,000 hours annually.

Mazars

Alison Clack

Programme Manager