Case Study: VPI streamlines lead management and delivers outstanding customer experience with SugarCRM

VPI Streamlines Lead Management and Delivers Outstanding Customer Experience with SugarCRM and Pardot Integration

VPI, a leading developer of customer experience and workforce optimization software, faced fragmented data and processes after 15 years using multiple legacy systems (including GoldMine). Sales forecasting, standardized sales processes, time tracking, and reporting were inconsistent, and web leads required manual entry—creating the risk that prospects would fall through the cracks.

With Sugar Professional implemented by partner Acts93 and integrated with Pardot and InsideView, VPI consolidated systems onto a single web-based platform, automated workflows, and enabled web visitors to become leads in Sugar automatically. The changes virtually eliminated manual lead entry, improved forecasting and account visibility, sped customer response, freed marketing to spend ~30% more time with customers, and strengthened overall customer experience and sales efficiency.

VPI

Patrick Botz

Vice President of Marketing