Magazine article CRM Magazine

SugarCRM Maximizes Efficiency for RedGlaze Network of Companies: The Management Platform Builds Strong Results across the Workforce of a Diverse Architectural and Engineering Group

Magazine article CRM Magazine

SugarCRM Maximizes Efficiency for RedGlaze Network of Companies: The Management Platform Builds Strong Results across the Workforce of a Diverse Architectural and Engineering Group

Article excerpt

As an architectural and engineering group with eight companies that provide products and services to the construction industry, RedGlaze is a diverse organization that struggled to find a CRM solution with capabilities to meet the unique needs of all its businesses. Employees were consistently "maxing out" the functionality of the company's last CRM solution but seeing only limited results, Sean Pinegar, software engineer at RedGlaze, recalls. As the solution it was using became increasingly overloaded with data, the company began to look for an alternative. SugarCRM's management platform became "a lifesaver," Pinegar says.

Though SugarCRM wasn't a stranger to firms in the construction industry, RedGlaze's vastness and variety provided a new challenge. "RedGlaze had a ton of different types of data, but the structure of its old CRM solution was just too rigid for its needs. It was looking for something that would offer a high-level business platform and deliver value to different individuals in its organization," according to SugarCRM Vice President of Marketing Jennifer Stagnaro.

In January 2013, RedGlaze began doing away with its previous tool and transitioning to SugarCRM's professional on-site solution. Thanks to the highly customizable offering, RedGlaze was able to easily integrate other software into the solution and customize SugarCRM's modules with specialty portals for subcontractors and internal departments. RedGlaze also created its own modules for operations, document storage, projects, and photo management, as well as Web site analytics. Most of the customization was done through Sugar Studio, which relies on a user-friendly drag-and-drop functionality rather than custom coding.

"With our previous solution, we couldn't make core code customizations. Essentially, we had to break it to make it work, but with SugarCRM, it's like we don't even have to bend it," Pinegar says. "The platform was extremely flexible, and we were able to link together all of the systems that we rely on daily without much of a hassle. We know that all of the data will stay organized, up to date, and easily accessible to our entire team," Pinegar adds.

Once most of the core modifications were made, SugarCRM was able to help RedGlaze integrate its CRM platform with Callinize, which tracks caller ID and contact information; DocuSign, which facilitates electronic signatures; FeneVision, a glass industry ERP for order delivery and tracking; Google Maps, for aerial or street-level views of project locations; Picasa, for image storage; Piwik, which delivers Web site analytics and several other applications. …

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