Case Study: SUMAC achieves multi-region deal visibility and multi-currency forecasting with UPilot CRM

How UPilot helps SUMAC manage multiple teams with data visibility in different regions and currencies to create a single currency forecast

SUMAC, a multinational design and construction company and a certified Minority Business Enterprise, required a CRM solution to manage its deal data across North and South America. Their challenge was achieving regional deal visibility with strict permissions, ensuring users in specific regions could only see local deals in their own currency, while senior management needed a global overview in a single currency.

UPilot addressed this with its CRM’s advanced team management and role-based permissions. The vendor set up individual regional teams with localized currencies like the Chilean Peso and Euros, while its reporting structure provided management with a consolidated, bird’s-eye view of all deals converted to US Dollars. This solution gave SUMAC precise regional data control and a unified global forecast.

SUMAC