You’re one of the biggest Business and Community Banks in Northern California, but you’ve run into the issue of long sales cycles and intricate customer interactions that you have trouble tracking. As your business grows, you experience more challenges in streamlining your operations while kicking your customer experience into gear.

The end goal? A CRM that will increase accountability within the sales team and improve communication between the various departments that touch customer relationships. Out of all CRMs you research, Sugar seems to be delivering a solution that fits your needs: simple to implement, flexible, easy to use and customize, and able to remove departmental and organizational silos.

Thanks to Sugar’s solution, Sugar Enterprise, you can now accelerate sales cycles, break down silos, while seamlessly managing long-term relationships with your customers. This has led your organization to experience improved visibility, accountability, and overall process efficiency.

Industry Banking
Location Novato, CA