Eschenbach Optik and Faye Business Systems Group Case Study
Eschenbach Optik Uses the FayeBSG Sugar Sage 100 Integration to Provide Sales and Marketing Departments Product Sales Visibility
Since 1983, Eschenbach Optik of America (EO) has sought to provide low vision care providers with the finest quality, most technologically advanced magnification devices to help those suffering from macular degeneration, diabetic retinopathy and other eye diseases and vision problems.
In addition, Eschenbach’s high-quality optical products are used by many in industry and commerce for inspection, quality control and other applications where small details must be visually inspected.
Eschenbach Optik of America, Inc. is a subsidiary of Eschenbach Optik GmbH of Nuremberg, Germany, (www.eschenbach-optik.com) the world leader in the manufacture and distribution of high-quality low vision aids and electronic magnification devices.
As a manufacturer and distributor of optical products, EO came to FayeBSG with the following challenges:
- Needed to create a strategy around real-time data reporting on product sales
- Needed a solution to incorporate sales and marketing activities with accounting and finance/sales information in one location.
- Ability to create and use analytical reports to oversee customers and plan marketing strategies.
EO could not easily provide their sales team with information on what their customers ordered in a timely way, which lead to a breakdown in the ability to service their customers effectively.
Additional challenges included:
- Marketing and Sales did not have the ability to run reports themselves to better manage their customers.
- Marketing and Sales could not do targeted marketing campaigns easily based on past purchasing behavior without asking for someone else to run a report.
To find a solution, EO turned to Faye Business Systems Group about SugarCRM and to see how their expertise in the CRM and ERP space could help them build out a CRM strategy.
EO ultimately chose Sugar because FayeBSG built an integration that connected it directly to Sage 100. They chose Sugar and Sage because their weekly exports from Sage were not timely nor integrated with the customer’s contact records in their old CRM system.
Sugar and FayeBSG’s Sugar Sage 100 has helped EO address their challenges. The integration has allowed them to make better business and marketing decisions. The marketing department has been able to use product sales history reports from the Sugar Sage integration to execute more strategic email campaigns that are specific to customers based on their past purchases.
Since EO adopted the integration Sales reps have been able to incorporate better sales strategies into their sales calls and meetings based on product sales. Management has been able to direct sales strategies based on Sugar / Sage 100 reports.
The integration has also shown to be a major time savor for the team at EO. The integration saves their accounting department time because their sales representatives can access the sales information directly in Sugar instead of having to request reports out of Sage. Also, it saves their customer service department time because their sales representatives can also look into invoices and find shipping tracking numbers without having to contact the customer service department.
EO has found the integration very easy to use. They customized the Sage overview tab with the fields they found makes it the easiest to see accounts receivable quickly. They find the Sage subpanels in the account record are also easy to use and view information.
Click here to learn more about SugarCRM.
Click here to learn more about the FayeBSG Sugar Sage 100 Integration.
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