CRM for Credit Unions
Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with Jack Henry Symitar and other applications. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.
Sugar for Credit Unions
With SugarCRM, credit unions can transition from a transactional, account-centric relationship to a needs-based, member-centric relationship. With a 360 view of the member and a centralized repository of all interactions like activities, offers, opportunities, accounts, leads, you have the insights and information needed to be member centric, transparent and accountable. Household and account information allows credit unions to understand their members financial needs better and recommend a tailored mix of solutions that is unique to each individual.
With its rich set of customer service capabilities, Sugar helps streamline customer service with easy access to consolidated customer data and customer service tools. While Sugar’s Advanced Workflow and collaboration tools automate cross-department collaboration and follow-up, helping deliver proactive, omni-channel and superior customer service.
Sugar’s easy to integrate platform allows integration with middle-office and back-office systems like marketing, lending, service, and other core systems helping streamline end-to-end processes and reduce complexity. Integrating with in-branch and teller systems, member-facing branch employees can also deliver the same personalized client service.