Customized CRM from Salesforce Gives SunGard Visibility Into Customers and Opportunities Across 14 Global Segments

Challenge

• SunGard—a global leader in software and processing solutions for financial services, higher education, education, and the public sector—needed a customizable CRM solution
• Distributed operations and sales processes across 50 brands, hindered collaboration on customers and opportunities 
• Accurate and timely enterprise pipeline view, as well as 360-degree perspective of the customer, was desired
• SunGard also wanted to drive standardized processes with a single system while still addressing unique business requirements

Solution

• SunGard selected salesforce.com to centralize customer information and standardize key processes worldwide
• The software-as-a-service solution delivered customization and implementation success with minimal infrastructure investment 
• SunGard completed a multi-phase rollout to 725 users in its Financial Systems business with growth to more than 1,000 subscribers using sales, marketing, and customer support applications

Results

• Active usage of Salesforce CRM exceeds 85 percent
• Standard data and processes improve productivity and allow company to present unified, consistent face to customer
• SunGard now has improved collaboration on opportunities representing more than $2 billion in revenue
• Executive management now have real-time visibility into the enterprise