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Case Studies

Banking & Financial Case Studies

Breakout Possibilities

Kasina, an asset management firm focused on research, trends, and excellence is a shining example on how to do CRM well.

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Business is Booming with Sugar

Banking often requires a long sales cycle. So, as a premium provider of financial services to northern California businesses, Bank of Marin needed a system to manage opportunities and leads through the sales process and to capture all the information associated with those efforts.

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