Keller-Heartt Uses SugarCRM to Provide Better Sales Support for Their Customers

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Keller-Heartt, a full-service company recognized as a leader in the lubricant and absorbent industry, implements SugarCRM with help from Technology Advisors.


"Integrating SugarCRM with Sage 100 ERP and the Volusion e-commerce solution, they now have a single view of their customer needs."

Keller-Heartt Company (Keller-Heartt) successfully installed a customized instance of SugarCRM for their sales team to provide them with better opportunity management. Integrating SugarCRM with Sage 100 ERP and the Volusion e-commerce solution, they now have a single view of their customer needs. Keller-Heartt used Technology Advisors (TAI), a Three-Star Platinum partner, for consulting and implementation.

Prior to their implementation of SugarCRM, Keller-Heartt had no formal customer relationship management (CRM) system in place. With lots of data spread across many different applications, devices, methods, and minds, it was vital to streamline their sales organization into a single source of truth. TAI was brought in to assess the needs of the business, and devised a roadmap that would start with the adoption of Sugar Professional On-Demand. This prevented the attrition of Keller-Heartt’s sales team by implementing sales force automation, and provided visibility and accountability among the sales team. “We knew there were a lot of opportunities for improvement,” said TAI Consultant Lan Luo. “From creating a single window for their data, to integrating additional systems like Sage 100 ERP and Volusion…the Keller-Heartt team has the wisdom to start small and get increasing value as the implementation matures.

Since the implementation, Keller-Heartt has enjoyed improved sales pipeline management and visibility among their sales staff. The roadmap for their SugarCRM adoption also includes the more sophisticated features of the software to be deployed as the project matures and their staff continues to learn the ropes. “Support from Technology Advisors is crucial,” stated Keller-Heartt President Brian McGrath. “They relate to our staff in a user-friendly way.”

“This is another example of how customers can see immediate returns on implementing a CRM solution,” said Technology Advisors CEO Sam Biardo. A case study detailing Keller-Heartt’s adoption of SugarCRM has been published by Technology Advisors.

About Keller-Heartt
Established in 1929, Keller-Heartt Oil built its reputation on ready deliveries, technical and logistics expertise, and customer-friendly service. In its 40,000 square foot warehouse in Chicago, Keller-Heartt maintains a complete inventory of lubricants for bulk, drum, and packaged goods. A truck fleet services the Chicago and northwest Indiana region and a staff of technical experts provides usage recommendations for customers. Petroleum products can be purchased throughout the continental United States and worldwide through Keller-Heartt’s one stop solution e-commerce website. In addition to Shell Oil products suppliers include Pennzoil, Oil Eaters, Quaker State, WD-40 and other leading manufacturers.

For more information, visit

About Technology Advisors
Technology Advisors helps businesses increase sales and marketing productivity and improve their profitability. As a global business and technology consulting company, Technology Advisors specializes in the development of Customer Relationship Management (CRM) process and technology strategies and solutions that make businesses successful, and offers Consulting, Project Management, Support, and Training. Since 1991, the company has enabled over 2,000 businesses to achieve real business results from their CRM initiatives. Headquartered in Des Plaines, IL, Technology Advisors has specialists in the Financial Services, Property, Healthcare, Manufacturing, Construction and Professional Services industries.

For more information, visit, call 1.847.655.3400 or 1 877-TAI-4CRM toll free in the U.S. or email info(at)techadv(dot)com.

About SugarCRM
SugarCRM delivers an integrated solution that empowers every professional in a business who interacts with the customer to excel at his or her job. SugarCRMs market-leading open Customer Relationship Management (CRM) platform delivers the agility, flexibility, and security required to equip each customer facing professional with the information and tools they need to effectively engage with their customer. SugarCRM applications have been downloaded more than 11 million times and currently help over 1.2M end users across disciplines effectively engage their customers. Over 6,500 organizations have chosen SugarCRM’s On-Site and Cloud Computing services over proprietary alternatives. SugarCRM has been recognized for its customer success and product innovation by CRM Magazine, InfoWorld and Customer Interaction Solutions.

For more information, call (408) 454-6900 or 1 87 SUGARCRM toll-free in the US, email contact(at)sugarcrm(dot)com, or visit

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Alex Biardo
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