osCommerce website fulfills gift provider's needs
Gift provider, needing to easily sell products online, turned to Allegro for an osCommerce solution.
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"Our experience in recovery with [Allegro] was excellent. [Allegro] came in (By parachute to use a metaphor) into our disaster zone, and helped us recover from a very difficult situation. [In less than a week], we were back in business running better with our existing application running on a new server better and faster than we ever had under our old server environment."

Chris C, Pet Partners

Home Financing Company Needed Reliable SugarCRM Support for Heavily-Customized Application

 

Company’s Account Executives Discover Efficiencies with Customizations

 



(Richmond, Va. - August 13, 2009) Guidance Residential, a home-financing firm based in Reston, Va., needed its customer and prospect information to be kept up-to-date, connected, and consistent in both its customer relationship management application (SugarCRM) and loan origination system (DestinyLOS). To ensure efficiency across the sales platform, Guidance’s sales representatives ("Account Executives" or "AE’s") needed to rely on accurate customer and lead information in both systems, which could be achieved via integration.

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."

Because its former SugarCRM vendor was unable to fully integrate the systems, the organization turned to Allegro, a nearby SugarCRM partner in Glen Allen, Va. for this large project. Allegro successfully integrated both systems for Guidance and eliminated the need for AE’s to input lead information in two systems, which was a time-consuming and redundant process. Integrating SugarCRM with the LOS has allowed Guidance Residential to give its Account Executives an application much better suited to their needs.

With fewer Account Executives having to use the LOS system, the organization overall has reduced LOS licensing costs and has experienced improved data integrity by having SugarCRM checks for duplicates.

"Allegro’s project management team has always been a good sounding board - consistently coming up with various options for us to consider," said Beidas Zehl.

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.

"Integrating SugarCRM with our LOS will ensure seamless collaboration between the sales and operation/fulfillment sides of the organization, which will continue to use the LOS to complete the sale," according to Beidas Zehl. "We eliminated the need to do double-entry. Leads are created in the CRM and synced to the LOS. In the past, they (account executives) would enter the leads in the CRM and then have to re-enter them in the LOS."

SugarCRM supports Guidance’s U.S. - based Account Executives as well as the company’s offshore call center. SugarCRM is also integrated with Guidance’s website. The call center representatives contact prospects, which come through the integrated website or from purchased lists. The representatives pass along the leads to the account representatives, who then sell their products to turn them into customers.

"In the past (pre-Sugar), Account Executives either relied on yellow stickies or their memories to manage their pipeline. SugarCRM has certainly given them a much-needed solution,” Beidas Zehl said.

Currently, all contract (mortgage) functions are done by the DestinyLOS, while the leads are still in SugarCRM. Leads from Guidance’s website are automatically dumped into the firm’s SugarCRM application. Then account executives are assigned leads in SugarCRM on a round-robin basis, making this an easy, convenient process. Since alert functions are set in place, each account executive knows when he or she has been assigned a lead, so work can begin virtually immediately.

According to Beidas Zehl, the firm is working with Allegro to upgrade its SugarCRM and additional website enhancements, which will help satisfy its customer needs. Guidance continues to partner with Allegro on other important projects such as upgrading its SugarCRM and further website enhancements, which will help meet the company’s changing business processes and satisfy customer needs.

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About Allegro

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.

 

Contact:

Laura Woodard
Allegro
Marketing and Public Relations
804-553-1130
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

Register Now for the Spring 2014 VA and NC PUG Meetings

Register today for the Spring 2014 VA and NC PUG meetings.  The meetings will take place April 8th and 9th consecutively. Join us for a FREE networking lunch followed by presentations from Gus Bjorklund, Vice President of Technology at Progress Software. Gus will be presenting "What's New In The OpenEdge RDBMS In Version 11?" and "Using OpenEdge and Rollbase".

VA PUG Meeting
April 8th
Allegro Office, Glen Allen, VA
12-5PM

NC PUG Meeting
April 9th
Keystone Office, Raleigh, NC
12-5PM

Contact Amy Gray at agray@allegroconsultants.com to reserve your seat!

Register Now for the Fall 2013 VA and NC PUG Meetings

The VA and NC PUG meetings have been scheduled for October 22nd and 23rd consecutively.  Join us for a FREE networking lunch followed by informative presentations.  The speakers and topics are TBA.

VA PUG Meeting
October 22nd
Glen Allen,VA
12-5PM

NC Pug Meeting
October 23rd
Raleigh, NC
12-5PM

Contact Amy Gray at agray@allegroconsultants.com to register!

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.