Bank of Marin partnered with SugarCRM to improve customer experience and operational efficiency through a custom Expert Lead Management System (ELMS). Using Sugar Enterprise, the bank unified client data, eliminated silos, improved sales accountability, and streamlined communication. The intuitive system requires minimal training and supports long-term relationship continuity. Integration with Outlook and campaign management features enhanced visibility, prospecting, and collaboration. SugarCRM's flexibility and banking expertise enabled rapid deployment, and Bank of Marin plans to expand functionality further.

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