CRM for Credit Unions

Created by Sarah Friedlander Garcia on Sep 11, 2017

Tuesday, September 12, 2017 at Webinar

Starts at 12:00 PM ยท Ends at 1:00 PM, PDT (America/Los_Angeles)

  • Sarah Friedlander Garcia

Sugar enables businesses to create extraordinary member relationships with the most innovative, flexible and affordable CRM solution on the market. The company places the individual at the center of its solution, coordinating the actions of member-facing employees and empowering them with the right information at the right time to transform the member experience.

In this webinar, CRM for Credit Unions we will cover the top 5 ways that Sugar provides credit union functionality including:

  1. 360-Degree View of Your Members
  2. Householding
  3. Product Cross-Selling
  4. Referrals
  5. Core Platform Integration

At the end of the webinar, we will host an Open Q&A Session where you can ask us any questions you have about Sugar or CRM for Credit Unions.