Case Study

Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin

Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin

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CASE STUDY: Learn more at www.w-systems.com Bank of Marin and Sugar partner W-Systems created a robust system for relationship management and sales accountability using Sugar as the development platform. The Expert Lead Management System (ELMS) has eliminated information silos, delivered comprehensive visibility into customer relationships, improved communication between customer relationship stakeholders, and made prospecting more efficient. Business is Booming with Sugar Sugar Powers Expert Lead Management System (ELMS) For Bank Of Marin “With my own client base, I could use a standalone system. But when I got into administration, I realized we needed something that everyone could share.” Business Challenges Banking often requires a long sales cycle. So, as a premium provider

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