SugarCRM Mobile Proximity Tools for Commercial Lending

A regional banking client wanted to help their commercial lending business development representatives be more effective when traveling out of the office.

W-Systems proposed to enhance SugarCRM’s Mobile Client with the capability to point out which customers or prospective customers were close to another customer.

Building on existing mapping development capability, W-Systems was able to add this ability to enable a user to look up any account in Sugar Mobile and then see which other accounts were closest in proximity. As a result, the business development team is more effective and can have more face to face meetings in the field using this new planning tool.

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