Thomas Murray has made the move from Salesforce.com to SugarCRM technology.

The financial risk management specialist says that the SugarCRM solution has cut email marketing costs in half and reduced the time it takes to manage distribution lists for a typical press release from an entire day to one hour.

With over 7,000 clients in the charitable and financial services sector, Thomas Murray required a centralised system for storing contacts and maintaining distribution lists. The company purchased a few licenses for Salesforce.com to address the problem but the per-person pricing scheme for emails was expensive. “We wanted to send email campaigns and newsletters to over 2,000 people a day,” says Albert Kwok, operations and development manager at Thomas Murray. “Salesforce was limiting us to 500 emails a day before hitting us with a high tariff.”

The company also wanted to produce targeted email lists for product releases, campaigns, and client newsletters. Automatically managing sales and contact distribution lists was equally important. After a review of various CRM solutions, it selected Sugar, starting with the Community Edition and moving to Sugar Professional to gain additional features, including access control options to manage data sharing and a workflow management application that streamlines critical business processes. “Without a doubt, installing Sugar has been an excellent business move,” says Kwok. “The solution is affordable and easy to customise. We also get the professional support we need whenever we want. No other CRM provider comes close to giving us all this.”

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