The Sugar Platform Does the Work to Bring Together CRM, ERP, and Predictive B2B Sales Intelligence to Automate Anything, Accelerate Everything and Anticipate What’s Next

FSIoffice, the nation’s leading independent office supply company, is the latest distributor and wholesaler that is gaining significant competitive advantage through newfound sales opportunities with SugarCRM, provider of the award-winning AI-driven CRM platform.

With more than 250 employees and nine distribution sites, FSIoffice (Forms & Supply, Inc.) is one of the largest independent office supply dealers in the world. For over 60 years, FSIoffice has grown to adapt to the changing work world – from traditional offices to schools and remote spaces. Its product portfolio includes more than 40,000 different items, including office supplies, furniture, janitorial products, coffee and breakroom staples, along with printing and promotion.

FSIoffice implemented Sugar Sell as its CRM solution, working with Sugar partner CRM International to transition from manual spreadsheets to an all-in-one CRM platform and advanced sales automation solution. Enhanced reporting and analytics make the hard things easier, enabling the company to identify sales opportunities while simultaneously engaging with its customer base of 20,000 and growing.

In addition, FSIoffice integrated predictive business-to-business (B2B) sales intelligence from sales-i which surfaces powerful data-driven sales insights and opportunity alerts based on customer buying behavior.

Sugar is fully integrated with FSIoffice’s enterprise resource planning (ERP) system, uniting front- and back-office data. This integration supports real-time analysis on purchase orders and payment terms, giving FSIoffice a 360-degree customer view to boost sale efficiency and unlock newfound revenue opportunities.

Adding transactional data to the mix, augmented by predictive B2B sales intelligence, allows FSIoffice to be more targeted in its sales and marketing approach.

“Sugar has contributed to account managers’ ability to handle 40 percent more cases thanks to automated efficiency,” says Beth Freeman, Executive Vice President at FSIoffice. “Now our teams can access valuable insights and act on them in one place, in real-time. Plus, with all sales data and tools together, reps can send engaging communications and marketing resources to prospects and customers in just a few clicks, saving significant time,” added Freeman.

“With Sugar, FSIoffice now has a high-definition view of its customers and business operations, providing sales data and opportunity insights at its fingertips to proactively generate demand, support its growing catalog, and improve customer experience,” said Jason Rushforth, Senior Vice President and General Manager, Americas, SugarCRM. “The company can reach out to customers before a new need arises and suggest complementary products, contributing considerably to top-line growth. And they have more time to do it with seamless integration and automation that eliminates the need to manually search for data across systems.”

Click here for more information about how FSIoffice is fueling business growth with Sugar.

About SugarCRM

SugarCRM is a CRM software that helps marketing, sales, and service teams reach peak efficiency through better automation, data, and intelligence so they can achieve a real-time, reliable view of each customer. Sugar’s platform provides leading technology in the sales automation, marketing automation, and customer service fields with one goal in mind: to make the hard things easier.

Thousands of companies in over 120 countries rely on Sugar by letting the platform do the work. Headquartered in the San Francisco Bay Area, Sugar is backed by Accel-KKR.

For more information about SugarCRM, visit: www.sugarcrm.com.

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