Financial Services Webinar: Manage Your Sales Pipeline and Customers with CRM Software
Better Manage Your Sales Pipeline and Customers with CRM Software Webinar
For financial services institutions growth is hard to find, revenue is under intense pressure, and the cost of doing business continues to rise. There is no doubt about the importance of nurturing an institution’s most profitable customers, but of equal importance are managing and acquiring new customers.
With a CRM platform like Sugar, Financial Services organizations have the ability to strategically manage their pipeline of new opportunities, increase customer loyalty, and boost revenues by streamlining processes on a secure integrated platform.
In this webinar you will discover how Sugar helps your organization:
• Manage and grow your pipeline of new opportunities.
• Nurture relationships that support cross-selling.
• Manage and track products, loans and events.
• Increase profitability, productivity and regulatory compliance.
• Safely and securely view everything happening in your bank through your desktop, laptop and tablet.
• Create custom reports instantly and accurately without frustrating complex queries.
• Enhance and integrate your already existing software applications with a CRM.
Joshua Estes, Regional Sales Manager, FayeBSG
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