CRM and sales-i had been partnering since mid-2023 on ways to bring CRM data and ERP data together in a manner that could benefit sales.
“Integrating sales-i with SugarCRM has been a game-changer for our team, putting valuable sales insights right at our fingertips,” said Beth Freeman, Executive Vice President of FSIoffice, an existing customer.
“I love that we can combine soft data (such as customer interactions) with hard data (such as purchase history) to better serve our customers’ needs. We are also more efficient, targeted, and effective in our outreach since sales-i unlocks insight into buying behavior and, in turn, prompts our sales team in Sugar with specific product placement suggestions. It saves us so much time, especially as we onboard new salespeople.”
