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Unite Network SE

Introduction of SugarCRM at Unite to increase sales efficiency

About the customer

The Unite Group provides a digital infrastructure in the form of B2B platforms that companies can use to build and expand their business relationships in a targeted manner and to organize their transactions efficiently. The company has expanded steadily since its foundation in 2000 and now operates the largest B2B marketplace in Europe. Unite's solutions include the Spotmarket, the Procurement Portal (Mercateo) and Financial Services, embedded in the Unite platform. The company employs over 700 people across Europe and continues to grow. In addition to its German locations in Munich, Köthen and Leipzig, Unite is represented in 13 other European countries.

 

Background

With Unite's rapid company growth, the requirements for customer management also increased. However, as the existing systems were not technically and structurally sufficient for the new requirements, the decision was made in 2014 to introduce a sustainable and flexibly adaptable CRM solution. The aim was to develop the sales department systematically in order to make collaboration between the back office, field sales force and customers more efficient.

CRM project

In 2014, we replaced the systems that Unite's sales department had mainly been using and implemented a holistic CRM solution based on SugarCRM. A key aspect of the system introduction was the connection to various third-party systems that Unite was already using. The successful implementation of Sugar was followed by the rollout and user acceptance measures, such as recurring short learning sessions. User acceptance was a very decisive criterion for the success of the CRM solution. In addition, the early involvement of key users ensured an optimal user experience.

Today, the solution is used intensively on a daily basis and has become indispensable. The entire customer management, including the lead, quotation and contract process, now runs in Sugar. Sugar has thus become the leading system for customer data.

We continue to provide Unite with all CRM-related services, from consulting to further development and support.

Result

  • Sales processes were optimized and digitalized.
  • Data quality has been significantly improved.
  • Decisions are made on the basis of data.
  • Sales employees have a 360-degree view of the customer.
  • Manual work steps have been automated through workflows.
  • Data silos are a thing of the past.

Find out more about how Unite works with Sugar:

Read the technical report (PDF - 351KB)

 

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