Case Study on SugarCRM Implementation at BASIC

This case study documents the implementation of SugarCRM at BASIC, a technology-driven HR compliance company based in Portage, Michigan. BASIC, which has been operational since 1989, provides HR solutions to over 10,000 customers across the United States. The case study outlines BASIC's decision to transition from their previous CRM tool due to limitations in storage capacity and unreliable support. The marketing manager, Anna Mulder, and her team evaluated several cloud-based CRM platforms and ultimately selected SugarCRM for its cost-effectiveness and comprehensive workflow integrations. The study details how SugarCRM has streamlined BASIC's business processes, significantly reducing the time required to create proposals from 24 hours to approximately 5 minutes. Additionally, it describes the benefits of managing pricing and leads from a central location, which has enhanced productivity. The case study concludes with BASIC's plans for future integrations with accounting and finance, highlighting the ongoing support from SugarCRM.