UNISORB has been using Sage CRM since 2013, but like many long-term users, they initially relied on core functionality. In 2025, the team decided to expand their use of the system by implementing opportunity workflow to better connect sales, engineering, and operations.
Working collaboratively with My CRM Manager, UNISORB documented their internal processes and built workflow guard rails that ensured consistency as opportunities moved through each stage. The result was clearer handoffs, better visibility across departments, and a CRM system that supported how teams actually work.
This project is a great example of how organizations can unlock more value from Sage CRM without replacing their system, simply by using it more effectively.
👉 If you’re ready to expand how your team uses Sage CRM, reach out to us to start the conversation.