Case Study

Niftylift Elevates Efficiency with Automated Sales Quoting

Niftylift Elevates Efficiency with Automated Sales Quoting

Pages 3 Pages

SugarCRM presents a customer case study detailing how Niftylift, a global manufacturer of mobile elevating machines, overcame significant operational challenges. Niftylift previously struggled with disjointed sales and service data spread across various systems, leading to low CRM adoption and inefficient, inaccurate sales quote generation for their 75% repeat customer base. By implementing SugarCRM with guidance from reseller redk, Niftylift successfully centralized its vast customer and sales information. This enabled the company to achieve a 360-degree client view, automate quote creation across all regions using templates, and optimize logistics. The result was improved process efficiency, smarter business decisions, and enhanced capabilities for cross-selling and upselling within a co

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