Portfolio

Pure360
http://www.pure360emailmarketing.co.uk/

Project

CRM system upgrade and data migration

Based in Brighton, Pure360 is one of the UK’s leading providers of email and SMS software and marketing services. They approached Icreon because they needed to bring their customer relationship management (CRM) software up to speed with the rest of their business.

Technology:

SugarCRM Community Edition.

Project requirements

The primary requirement was for the new CRM system to help Pure360’s staff to manage business processes such as sales and marketing more efficiently. It needed to resolve ongoing data accuracy and duplication issues and be flexible enough to grow with the business. Being a software company, Pure360’s development team had some experience of CRMs and had installed their old system, SugarCRM v4.2 Community Edition, themselves; but they had reached the point when they needed a specialist CRM consultant to take them a stage further.

Our solution

Working closely with Pure360, we put a brief together that set out exactly what they needed the CRM to do, considering what had worked for them and what had not. Given their familiarity with SugarCRM and the fact that a newer, better version of the software was now available (SugarCRM v5.5 Community Edition at the time) – to which our developers could add a range of new features – they agreed with our recommendation to remain with SugarCRM rather than moving to a different platform.

We customised the new version of SugarCRM to their needs, took a backup copy of their old system, implemented the updates to the software, and safely migrated their existing data to get them back up and running straight away. Since then, Pure360’s in-house development team have been able to work independently, running their own reports and making minor updates to the system as required.

How did Icreon’s CRM installation help Pure360?

The CRM development and implementation support Icreon provided to Pure360 led to:

• Better management of sales, marketing and account management processes
• Better management of their CRM system
• Fewer complaints
• Minimal staff training
• Less data duplication
• Better reporting.

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