sugarcon2013: driving results in a diverse sales and support organization

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Driving Results in a Diverse Sales and Support Organization Dean Xeros, VP of Sales for uShip

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Dean B. Xeros, uShip, Inc. uShip, the world’s largest online shipping marketplace, will present how they they were able to leverage SugarCRM across a variety of sales and support organizations. These diverse groups include inbound sales for their Retail sector, inside sales, account management and carrier development for their Commercial segment and finally, planned expansion to their fields sales team within their LTL organization. Areas of impact include process efficiency, enhanced customer support and targeted customer acquisition.

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Page 1: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Driving Results in a Diverse Sales and Support OrganizationDean Xeros, VP of Sales for uShip

Page 2: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Company Overview

World’s Largest Online Shipping Marketplace

Page 3: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

About uShipA proven, turn-key transactional platform for shipping• Founded in 2003, launched uShip.com March 2004• 1.5+ million shippers, 350,000+ carriers and brokers registered• Over $300M in gross shipments to date (30% commercial freight)• Key categories: Vehicles, Heavy Haul, Freight (TL/LTL), HHG/Moving• End-to-end platform: Post, Negotiate, Dispatch, Tracking, Payments,

Mobile• Key partners: Ritchie Bros., eBay Motors, Cars.com, IAA, CycleTrader• Global footprint: N. America, Europe, S. America, Australia, India• Venture backed (Benchmark Capital, DAG Ventures and Kleiner-Perkins)• 2010 Inc. 500 List of fastest growing private companies• Leveraging success in retail, launched commercial division (uShip PRO)• Offering spot freight exchange platform to brokers and 3PLs• Oh, and we also have a TV show – “Shipping Wars” on A&E

Page 4: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Before SugarCRM

uShip Before Implementing SugarCRM

Page 6: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Business Challenges

Pain Points of a Growing Company

Page 7: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Business Challenges

• Expanded into commercial accounts– Brokers/3PLs/

Shippers– Carriers

• No platform in place to manage longer-term relationships

• Needed a more streamlined process

• Consolidation of data

• Reporting

Page 8: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

The Solution

Choosing Sugar and Our Partner Epicom

Page 9: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

The Solution

• Had experience in working with Sugar Community Edition & Epicom

• Selected Epicom to assist in the development of a solution for both commercial and retail customers

Page 10: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

The Solution

• Sugar integration with:– Asterisk phone

system– uShip’s database– uShip’s website– HelpSpot (uShip’s

help desk application)

x

x

x

Website & Database

Page 11: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Screen Pop

Page 12: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

The Results

Benefits Seen Since Using Sugar and Epicom

Page 13: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

The Results

• Productivity improved 20%• Didn’t have to hire additional overhead as

the company grew• Account management efforts were

improved dramatically– Had real-time access to usage data & support

issues

• Reporting takes 8 hours less per week• Self-reliant

– Epicom support and training internal staff

Page 14: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Looking Ahead

Future Projects and Use of Sugar as uShip Grows

Page 15: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Looking Ahead

• Expansion into LTL field based sales team– Potential for Sugar

Mobile

• Estimated hiring 100 new employees in 2013

• Expansion into Global markets

Page 16: SugarCon2013: Driving Results in a Diverse Sales and Support Organization

Thank You