This global supplier of management solutions for wealth management was looking for a scalable and robust web-based solution to serve their customers but most importantly - to track and monitor their partner program. With Icreon’s assistance, they were able to replace their current desktop-based ERP system with a customized SugarCRM solution. The solution enabled multiple users with customizable permissions and exclusive privileges and access to the stored data. It included a bespoke module that enabled partner log-in to the SugarCRM application and management of partner companies and their respective contributions to the business on the whole.
Presented by Himanshu Sareen, CEO, Icreon Tech, at SugarCon 2011