How Niftylift turned Disconnected Data into unified Customer Insights

Niftylift partnered with redk to modernise and optimise their CRM system. By centralising data, automating sales processes, and improving user adoption, Niftylift now operates with a digital-first customer management framework that strengthens sales performance and customer support worldwide.

Objetivos

The main goal of the project was to help Niftylift make full use of its CRM investment by standardising processes, consolidating data, and improving the efficiency of sales and customer support operations.

Centralise Customer Information

Ensure all customer interactions and records are stored in one accessible system, replacing fragmented data in emails, drives, and personal folders.

Improve Sales Processes

Streamline the way quotes are generated and managed to improve accuracy, consistency, and response times for both new and repeat customers.

Increase CRM Adoption

Drive higher engagement across teams by embedding SugarCRM into everyday workflows and ensuring its value is clear to users.

Enable Strategic Decision-Making

Offer tools and analytics to convert customer data into actionable insights, allowing faster, more informed business decisions.

Lay the Foundation for Future Growth

Create a digital CRM framework that can scale with Niftylift’s evolving commercial needs and market opportunities.

Desafíos y soluciones

Niftylift faced operational inefficiencies due to fragmented systems and under-utilised CRM tools. With redk’s expertise, the company overcame these challenges and redefined its customer management processes.

Desafío

Solución

Desafio

Low adoption of SugarCRM and reliance on personal emails and documents for customer interactions.
Difficulty managing repeat customers (75% of sales) and producing accurate, timely quotes.
Inability to manage the influx of new leads generated by market growth.
Lack of visibility across customer interactions and business processes.
Fragmented processes limiting long-term competitiveness.

Solución

Migration to a cloud-based CRM, centralising all data and ensuring cross-team access.
Implementation of automated branded PDF quotes, integrated with pricing and logistics tools.
Automated lead assignment and streamlined processes to balance workloads and speed up response times.
Creation of a 360-degree view of customers, ensuring sales and service teams had up-to-date, reliable information.
Standardisation of commercial processes and design of a long-term digital CRM framework.

Resultados

The project delivered both immediate operational improvements and a strong foundation for long-term optimisation.

Centralised Customer Data

All information is now stored within SugarCRM, eliminating silos and improving accessibility for all teams.

Optimised Sales Workflows

Automated quotes, pricing, and logistics processes have reduced manual work, improved speed, and ensured consistency across regions.

Higher CRM Adoption and Usage

Sales and support teams are now actively using SugarCRM as part of daily operations, ensuring maximum value from the platform.

Improved Customer Management

With a complete view of customers and synchronised processes, Niftylift has improved responsiveness and strengthened customer relationships.

Foundation for Growth

By modernising its CRM, Niftylift now has a blueprint for expanding its use of SugarCRM and implementing additional tools such as Sugar Sell.

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Sobre la compañía

Niftylift

Niftylift is a privately owned European company and one of the largest mobile elevating work platform manufacturers worldwide. Founded in 1985 by Roger Bowden, the company specialises in compact, low-weight cherry pickers designed for minimal environmental impact and maximum performance. With over 550 employees and operations in more than 60 countries, Niftylift combines engineering expertise with a focus on customer reliability and support.

Industria

Manufacturing and distribution

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