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SugarCRM Overview
Industry
Software and technology
Company Size
100 – 1000
Current ERP
Netsuite
Region
United States
Tipalti Products Used
AP Automation
Challenge
Manual, paper-based accounts payable processes were time-consuming and inefficient
Solution
SugarCRM Implemented Tipalti Accounts Payable to automate and streamline global accounts payable operations
Results
SugarCRM eliminated the need to hire additional headcount, streamlined vendor management with quick payment processes, and seamlessly integrated with ERP, NetSuite
The Challenge
Inefficiencies in Manual, Paper-Based Accounts Payable Processes
SugarCRM, an award-winning customer relationship management platform with users in 120 countries, faced significant challenges in its accounts payable operations. The finance team relied heavily on manual, paper-based processes, including receiving invoices, printing them out, attaching them to check copies, and filing them in physical cabinets. This approach was not only time-consuming but also prone to errors and inefficiencies. The manual workflow strained the finance team’s resources, especially when handling international accounts payable, leading to increased workloads and potential payment delays.
When I first started, I had to learn international AP quickly because we were short-staffed. You had to have paper trails, hard copies.
Sondra Brandt
Accounting Manager, SugarCRM
The Solution
Automated Global Accounts Payable Workflows With Tipalti Accounts Payable
SugarCRM implemented Tipalti Accounts Payable to automate its accounts payable processes and eliminate the need for manual, paper-based tasks. With Tipalti, the finance team could manage invoices digitally, automate payment workflows, and maintain electronic records, significantly reducing the reliance on physical paperwork. The implementation was tailored to meet SugarCRM’s specific needs, ensuring a seamless transition from their previous manual processes to a more efficient, automated system that directly integrated with ERP, NetSuite.
The implementation with Tipalti was seamless. Once we knew what we wanted, they did everything exactly the way we needed, working hand in hand with us.
Sondra Brandt
Accounting Manager, SugarCRM
The Result
Enhanced Efficiency and Resource Optimization
By automating their accounts payable processes with Tipalti Accounts Payable, SugarCRM eliminated the need for manual paperwork, leading to significant time savings and increased efficiency. The streamlined workflow reduced the finance team\'s workload, allowing them to focus on more strategic tasks. Additionally, automation enabled SugarCRM to handle increased accounts payable demands without hiring additional staff, resulting in cost savings. The transition to a paperless system also improved record-keeping and reduced the risk of errors associated with manual data entry.
When I started there, we had an AP staff of two and a half people. And I have taken that down to a part-time person. That’s how much time we saved.
Sondra Brandt
Accounting Manager, SugarCRM
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