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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Sugar User Group: Sugar Report Design & Sales Pipeline Management

In this Sugar User Group, we outlined the most commonly used sales pipeline reports in Sugar and detailed how they are created.

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