Challenges
MyAgent was using a legacy system to maintain its customer database and to manage all its business operations. Moreover, it heavily relied on Xero for all its accounting needs. Using manual processes like spreadsheets had a negative impact on the business performance as it wasted precious time of the employees performing repetitive tasks such as manual data entry. The management at MyAgent was looking for a software which would bring automation so that their business operations could be carried out smoothly.
Solution
- SugarCRM Integration with Xero to allow for bidirectional syncing of contacts and records.
- Calendar module was customized to show agents meetings, tasks, reminders and calls associated with the Clients, Accounts, Leads and Opportunities.
- SugarCRM Custom reports were built to provide managers with a unified view of all key information including the set targets and performance assessment data.
