Case Study: DST kasina achieves seamless CRM integration and mobile sales access with W-Systems and SugarCRM

DST kasina's customer focus drives sophisticated integration with Sugar

DST kasina, a boutique asset management consulting firm, needed to move beyond ACT! contact management and disconnected spreadsheets to a true CRM that could support mobile sales teams, marketing, and customer service in one system. Working with W-Systems, the company evaluated SugarCRM as a cloud-based platform to replace siloed tools, eliminate painful syncing delays, and better support email, web, and field sales activity.

W-Systems implemented a customized SugarCRM solution with Outlook/Exchange integration, website lead capture, Constant Contact connectivity, dashboards, and upgrade-safe custom code to preserve key ACT! features. The result was a seamless information system that unified marketing, business development, and customer service, improved real-time access for traveling sales staff, and stayed on budget while surviving multiple version upgrades.

DST kasina

David Barak

Director of Marketing