Sugar at the core of all your credit union applications including: • One platform, all required information • Contextual dashboards to surface relevant information • Business process automation (ex. New Customer Onboarding) • View of marketing initiatives and interactions • Drive connections based on workflow logic • Allow users to control the CRM interface based on their role
• Surface pertinent information, sell proactively and avoid surprises. • Know your members inside and out with interaction management across the extended customer team. • Quickly understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel activity. • Service the member, not the transaction. • SugarCRM Hint allows you to access your member's social history in a single view.
With product availability and interest tracking in Sugar, you can present new products that are available based on the product profile of a customer in real time. Sugar extends the ability to track the interest in a product presented to the customer.
the credit union to issue and track referrals between business units. • Distinct Dashboards and Alerts will notify the assigned business unit of the referral. • All referrals are tracked to ensure sure that the assigned Business Unit has received the referral. • This allows increased communication between departments by over 20%. More Referrals = More Money.
activity) Specific questions: • Who was the last person you spoke with? • Who was the last person that had contact with this customer? • What is the next step in follow-up? • Are there any open issues?