Home Financing Company Needed Reliable SugarCRM Support for Heavily-Customized Application
Company’s Account Executives Discover Efficiencies with Customizations
Suha Beidas Zehl, Director of Information Technology at Guidance Residential, said, “Our Account Executives needed a better tool to manage their pipelines. Until we introduced the CRM system, they were using DestinyLOS, which is a great system but did not offer the expanded set of functionality that the AE’s needed."
Eventually, Guidance wants its Account Executives using SugarCRM to do all of their tasks pertaining to the origination of a mortgage. The company sees its Account Executives using SugarCRM not just for initial lead information collection purposes but also for running the credit report, automated underwriting, generating decisions, etc.
AE's will no longer have to manually update the data in the LOS as SugarCRM will automatically do this for them. With this second phase of the integration process, if AE's make any changes to leads, SugarCRM will check to ensure the data has been synched with the LOS. Thus, they would solely do their work within SugarCRM and not have to go into the LOS.
Allegro delivers professional open-source and Progress software development and support to small and medium-sized businesses throughout North America, while it is headquartered in Glen Allen, Va. Its experienced Progress, Oracle, MySQL, and MS SQL database administrators, programmers, and trainers install, customize, and integrate mission-critical applications such as ERP/MRP/CRM and accounting. Allegro’s customers have included EURPAC, McKesson, J.M. Waller, U.S. Air Force, the Department of Defense, Cargill, WorldStrides, Virginia T’s and Northrop Grumman. Learn more about Allegro at http://www.AllegroConsultants.com/about-allegro-consultants.
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Allegro Releases Attributes v2.0.1 with Bug Fixes
Allegro Consultants has released attributes module v 2.0.1. This release has merged previous CE versus licensed development efforts into a single release and removed all team references. Visit SugarForge.org for the download and documentation.
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