W-Systems
67 Case Studies
A W-Systems Case Study
Building Material Distributors, Inc. (BMD), a wholesale distributor of building materials, needed a better way to manage customer communication, project tracking, and shared account data across its three divisions. Before the project, teams relied on Excel spreadsheets and shared email boxes, and sales reps often duplicated customer visits without visibility into one another’s activity. BMD selected Sugar CRM, and partner W-Systems helped implement the solution and customizations.
W-Systems implemented Sugar CRM enhancements including consolidated account data, automated workflows, user-default fields, and a customer portal, helping BMD streamline manual processes and improve cross-divisional communication. The result was better transparency, real-time reporting, stronger project tracking, and improved mobility for users, with BMD deploying Sugar to over 75 users and replacing several laptops with tablets.
Jay Carter
Senior Software Engineer