What do you do when the demands on your organization are growing faster than the size of your staff?
With a state-of-the-art CRM system that is tailored to the foundation’s specific business processes and integrates SugarCRM and Pardot’s marketing automation platform, the Linux Foundation is able to coordinate business activities worldwide using their CRM system as the foundation of their business operations.
Here’s How They Did It
The Linux Foundation — the non-profit consortium that is dedicated to fostering the growth of the Linux Operating System — is a tale of modern business success.
With world-wide growth came huge demands on the distributed and highly skilled team that runs the foundation. Survival means continuous process improvement, automation, and tight coordination between staff members located throughout the world.
The Linux Foundation realized that a CRM system tailored to their needs and accessible by everyone in the organization was critical to their survival. Without technology to coordinate business activities, track interest in the foundation, and follow-up on leads, there was no way Linux advocacy could progress as the founders of the organization had envisioned.
The Path To Success
Through a relationship with SugarCRM CEO Larry Augustin, The Linux Foundation was already well acquainted with SugarCRM. The Linux Foundation was in search of a qualified business partner capable of taking their SugarCRM system to the next level.
As Epicom has done with other clients, we broke the project budget into blocks and then targeted feature developments to be completed based on the Linux Foundation’s priorities. Our first set of tasks was integrating information between SugarCRM and The Linux Foundation’s web properties so that all leads and contacts were being logged correctly in the CRM system for follow-up. Once these tasks were completed and the working relationship between Epicom and Linux was tested, we moved forward with a wider variety of system enhancement.
Some of the key features developed and success factors include:
- Custom reporting
- Automatic target lists
- Pardot deployment and integration
- Constituent requests
- Solid communication
- Agile development
To learn the details of the development and critical success factors, download the full case study to the right.
Would you like to see how tailoring a CRM system to fit your specific business processes can drive efficiency and keep administrative costs low? Contact Epicom and we’ll show you how.
- SugarCRM Professional
- Epicom Customization and Development Services
- Epicom Support Services