Case Study: Unite achieves streamlined operations and a single source of truth with SugarCRM

Unite Revitalizes Company Strategy and Provides a Fresh Approach With the Help of SugarCRM

Unite, a Munich-founded B2B procurement marketplace with more than 600 remote employees, faced a scalability and capability gap in its CRM and sales systems as the business expanded. The company needed a structured, documented sales process—especially for marketplace transactions—but building a custom solution in-house was too costly, so Unite sought an experienced partner to modernize its platform.

Unite implemented SugarCRM with support from atlantis dx and drove user adoption through practical initiatives like “Coffee and Sugar.” Today more than 200 employees use Sugar daily as the single source of truth across sales and support, eliminating duplicated work, improving data quality and automation, saving time, and providing a scalable foundation to support new digital products and future growth.

Unite

Julia Weinhold

CRM Team-Lead