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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Learn how to use CRM to enable your team to systematically and quickly organize sales pipeline information.

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Sugar User Group: Advanced Workflow

In this webinar, we explored various examples of how to use Sugar Workflow Automation to improve the sales process.

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The Dynamic Duo: SugarCRM + Act-On Marketing Automation

Learn more about the combined power of SugarCRM + Act-On Marketing Automation.

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