SugarCRM Drives Sales Automation for Fern Energy

On February 21, 2023, SugarCRM announced Fern Energy, an industry leader in the energy sector, is utilizing the company’s award-winning AI-driven CRM platform to improve customer account management, service, and field operations through increased automation and efficiencies.

Fern Energy offers various fuel-related services, such as bulk fuel deliveries, oil and lubricant solutions, storage systems, 24/7 fill stations, and fuel cards to industries all over New Zealand. To maintain its commitment to seamless deliveries, efficient operations, and reliable fuel supply, the company sought a contemporary CRM platform with the help of dedicated fuel experts.

Fern Energy collaborated with Optimate.me, a solutions partner, to expand the capabilities of Sugar Sell with integrated AI and advanced analytics. This integration gave Fern Energy enhanced sales performance insights and a deeper understanding of its customers.

National Sales Manager, Fern Energy, Chris Gourley, said, “We needed a single view of the customer so everyone across the organization had access to the same information to provide a seamless customer experience.” He added, “Centralizing customer data on the Sugar platform completely transformed our sales and customer service operations.”

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