SugarCRM

SEPTEMBER 17, 2019

As a credit union , having a systemized way to track what offers you are making to members is very important. It’s mission-critical to be respectful of their time and avoid repeating offers, it’s crucial to make sure your employees get credit for their incentives fulfilled and key to be able to track referrals related to these offers.

Incentives 20

Incentives Incentive Referrals CRM 20

SugarCRM

OCTOBER 3, 2023

Investing in an all-in-one Customer Relationship Management (CRM) system is crucial for businesses in today’s competitive landscape. Customization and Flexibility The level of customization and flexibility in a CRM system can be restricted by larger vendors due to their pre-built features and complex structures.

Vendor 26

Vendor CRM SugarCRM Company 26

SugarCRM

DECEMBER 14, 2020

Many credit unions utilize legacy systems such as Symitar or Fiserv. These types of systems are used for a reason–they’ve proved for years to be unbreakable and hold critical histories of data–but they are often difficult to access, slow to load, and challenging to improve or adapt.

CRM 34

CRM SugarCRM Ideal Customer Profile Incentives 34

SugarCRM

MAY 1, 2018

To help, we are launching a new blog series that addresses the primary hurdles we hear from customers as they embark on getting the most out of that shiny, new CRM system. When you deploy a new CRM, it’s wise to assume one thing: your team won’t have the time or energy to learn the new system on their own. Training: A Lesson in ROI.

Maximizer 50

Maximizer Training SugarCRM CRM 50

SugarCRM

APRIL 13, 2018

In this post, let’s examine some of the biggest CRM challenges that IT organizations must face, and how Sugar can help: Integrating with core systems is a nightmare – Sugar plays nice with everyone. It integrates with marketing automation, inbound marketing, relationship analytics, incentive management tools and more.

CRM 49

CRM SugarCRM Scale Face-to-face 49

SugarCRM

JUNE 6, 2023

Here’s what we found in our history of collaborating with manufacturing companies: Most manufacturing enterprises struggle with current systems and processes that may help them create sales efficiency and enhance the customer experience. This dynamic, above all, can be translated into a partnership between two (or more) enterprises.

Enterprise 26

Enterprise Enterprise CRM Territories 26

SugarCRM

AUGUST 29, 2023

Build a Loyal Customer Base Your CRM is the perfect tool to boost customer loyalty through loyalty programs, incentives, rewards, and offers. Integrating it with a Customer Service automation system allows you to provide stellar experiences to your customers, even when they face difficulties using your products, services, etc.

CRM 26

CRM Loyalty Segment Social Media 26