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

"Salesforce.com has proved itself functionally and technically able to scale to support our thousand-subscriber requirements. The on-demand model minimizes our infrastructure investment, enables point-and-click customization, and provides the visibility we need to drive success across 14 global segments and more than 50 brands."


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
 
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