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

Sugar helps me grow my business and keep my clients happy. Our team can operate more efficiently with Sugar.
We brought in Sugar to improve efficiency and save time. It greatly exceeded our expectations, transforming our processes and cutting the time we...
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...

Whitepapers

Download this Ovum Report to learn about IBM's significant transformation in the move away from a traditional sales approach of micro-managing the...

In the year since the IBM partnership was signed, SugarCRM has taken significant steps in becoming large-enterprise-ready in terms of the...

Whether you choose hosted or on-site CRM solutions, organizations must ensure their CRM partner complies fully with all mandates and regulations,...

Partners

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

Bhea Technologies Pte Ltd is an award-winning, SugarCRM Gold Partner for Asia with deep consulting & implementation expertise gained by...

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

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