CRM That Helps You Get More Done By Doing Less
You don’t have time to waste on busy work in commercial banking. Collect information across marketing, sales, and services without dealing with data entry through integrations to the tools used across your business. Adoption is also easy with a personalised user experience across devices, so everyone has the information they need front and centre wherever they are.
Create Relationships
Show relevant relationships in customer records—and link them with a workflow or business rule for future reference.
See Customers in High-Definition
Get to know your customers inside and out with 360-degree activity histories and AI predictions across the extended customer community.
Sell Lots More
Never overlook a renewal or cross-sell opportunity with automations and real-time customer profiles.
Build A Foundation
Integrate all of your tools with Sugar and transform your bank into a customer-focused, profitable sales machine.
Deepen Customer Relationships
Give relationship managers, product specialists and line-of-business specialists the tools they need to collaborate and share information across regions to identify new business opportunities. With Sugar’s comprehensive set of CRM tools, banking teams can deliver a cohesive and personalised customer experience that deepens customer relationships and ultimately drives revenue.
Empower Your People
Empower every front-line employee to work more productively and understand their clients better by removing the busy work that a platform can do for them. With Sugar’s customer journey and workflow capabilities, you can streamline end-to-end client lifecycle processes such as on-boarding and KYC.
Compliance Without Question
Forget compromising on data compliance. Configure your CRM according to your organisational and regulatory requirements for data residency—and with the right security model for your data sharing and visibility requirements.
Sugar Resources
CRM and Sales Impact Report
2024 CRM Buyer’s Guide
Lead Scoring 101
