CRM for Credit Unions

CRM for Credit Unions

In this webinar, we covered the top 5 ways that Sugar provides credit union functionality including:

  • 360-Degree View of Your Members 
  • Householding 
  • Product Cross-Selling 
  • Referrals 
  • Core Platform Integration

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What Is Your CRM’s IQ?

Don't miss our tips on how to you can improve the ROI of your CRM by identifying your its strengths and weaknesses.

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Lead Nurturing and Lead Scoring with Act-On and SugarCRM

Learn how by marketing through Act-On you can help your sales team nurture leads while keeping them up to speed with the results.

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Act-On Marketing Automation Bootcamp: Overview

Learn how marketing automation can help complement your CRM system, in this Act-On Marketing Automation webinar.

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Sugar User Group: Customer Journey Plug-In

In this Sugar User Group, we demoed how you can manage any business process using a customizable set of checklists in Sugar.

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