CRM for Financial Services

Increase share-of-wallet. And meet the cross sell challenge.

For financial services institutions growth is hard to find, revenue is under intense pressure, and the cost of doing business continues to rise. So increasing share-of–wallet with an institution’s most profitable customers is just as important as acquiring new ones and less costly.

With SugarCRM, your organization can nurture relationships that support cross-selling and increase share-of-wallet. And Sugar can help you create marketing campaigns that get the right message in front of the right customer. Every time.

Customer Success Stories

ELMS provides a lot of accountability for sales activity. We know how long an opportunity has been in the system, what we’re doing with it, and what...
To do all we are doing without Sugar would take us 15 percent more people -- appraisers, expense processing, reports on deals -- to try to understand...
Without a doubt, installing Sugar has been an excellent business move. The solution is affordable and easy to customise. We also get the professional...

Partners

Levementum is a global consulting and technology services company that focuses on xRM (relationship management) and eCommerce for businesses, non-...

Technology Advisors is a leading business and technology consulting company specializing in the development of CRM strategies and technology...

GrowIT es una empresa especializada en la implementación, adaptación e integración de soluciones Open Source CRM y BPM. Como Gold Partner de...

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