CRM for Banking: Innovation Showcase

by Sarah Friedlander Garcia on December 16, 2016

On December 13th, we had a special webinar with Dennis Smith, VP of Sales at W-Systems where we demonstrated how CRM can be used efficiently in a commercial banking environment.

Thank you to everyone who participated in this webinar. Below is the video recording, slide deck, and Q&A.

If you have questions about the SmartStart approach that we discussed during our presentation, feel free to contact us.

Agenda

  • About W-Systems
    • Top 5 Ways Sugar Integrates with Banks
    • Where Does CRM Fit?
    • Product Availability and Interest Tracking
    • Incentive Approval Management
    • Referrals
    • Interaction Management
  • Q&A

Slide Deck


Questions & Answers

  1. Q: What email systems do you integrate with?
    A: By default, Sugar integrates with Outlook as well as with Gmail, so Office 365 and Gmail. We also partner with a product called Riva which allows us to extend to pretty much any email platform.

  2. Q: How long is the usual deployment?
    A: Inside of any deployment, obviously it's the complexity of the integrations. The Sugar instance itself we're usually able to get up and running within a couple of weeks. If you reach out, we'd be happy to discuss what your integration requirements would be and then we'd be able to get a confined scope. I think for a mid-to-large enterprise, thinking between 50 to 100 and 5,300 users you are looking around three or four months to deployment.

  3. Q: This looks great, how do we get our team to use it?
    A: Through any demo, this is the gloss or shiny nickel. Inside of any deployment, we take user adoption very seriously. We don't want Sugar to become just another piece of software in your company's tool shed. It's very important that we're replacing automated tasks that are currently being used today.

    Quite often, we'll see end users have to fill out cost sheets or visit sheets or sale sites. We need to automate that all through the Sugar functionality and part of our mantra is that the action of working inside of Sugar should answer any ancillary report requirements that they have. We're not asking end users to fill out additional items or pass around pivot tables, that simply updating an interaction or creating a referral inside of Sugar then could streamline the reporting function so that we're returning sales time to their day.

  4. Q: Will this work on a mobile device?
    A: Yes. Sugar is a core platform. It's what we call a one-price model and inside of that is the SugarCRM Mobile client. Sugar Mobile is both Android, iOS compliant and can work on tablets as well.

     

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PRODUCT: SugarCRM

AUDIENCES: End Users Administrators

Sarah Friedlander Garcia
Director of Marketing at W-Systems
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