Crusaderx

Sugar CRM  I was approached by a 3Com VoIP systems sales VAR to take their FP2K ebrochures to the next level in a hurry. The Chairman and CEO Ish was spending 2 hours creating electronic proposals by copying files from one client's folder and changing the data manually. Needless to say the results of the 2 hours of work was less than perfect and his proposals suffered and there was a collusion of client data. Also, the client's folders weren't secured in any way and this entire process kept Ish from being out in the field with salesmen closing deals. I brought in a rapid development expert. He and I used a rapid application development platform suited for this purpose called Zope to flesh out a working prototype that took the Chairman's 2 hours down to 5 minutes, increased accuracy, protected clients' data with passwords, and allowed salesmen to generate the proposals in the field while talking with the clients. The platform generated a 3000% savings in time, but more importantly it freed up the Chairman who was able to concentrate on sales instead of office work. The company went from $40,000 a month to four million in a few short months as a result of the solution. Then because of the increased visibility to 3Com as the only VoIP Systems VAR able to sell the system, this VAR wanted to roll out the financial proposal program to the entire 3Com VoIP System VAR base. So, we implemented Sugar to initially handle the increased trouble tickets and work order generation. Then we hired a programming firm with outsourced resources in Eastern Europe to modify the Sugar Suite to work with the eBrochure proposal system mentioned above and allow 3Com top-down view from their many different administration levels in real-time. 3Com's jaws hit the floor when the final result was delivered to them because their multi-million dollar implementation of Siebel CRM generated reports a month after the end of the previous month in pivot tables in excel spreadsheets so 3Com didn't have a real-time into their processes like the one we had developed for this one of their lowly VoIP VARs. On a side note, while managing the 3Com portion, I was also managing the first ever 3Com and Level 3 VoIP Dial Tone Interoperability Certification, and I was managing on average $400,000 worth of VoIP Systems installations. We were working in operations so that we could scope out the real processes in the company which weren't visible in Sugar yet and work to get them visible so that this VAR could have an end-to-end view into the entire company pipeline from presales forecasting through closing, financial approval, hand-off to operations, installation, and finally hand off to customer service. I hope that helps you understand the nature of what I was able to do. I'd love to hear about what you are doing and how my company might be able to help yours.

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