CRM for Credit Unions: Using Sugar to Onboard New Members

sugarcrm
CRM for Credit Unions: Using Sugar to Onboard New Members

What if your CRM could help you automate processes–such as on boarding new members of your credit union? Well, your members would have consistent experiences, staff would follow dependable processes, and you’d have tracking and reporting for those metrics.

In this blog post, we flesh out an example of how SugarCRM, a flexible platform, can be used to onboard new members of your credit union.

DocuSign Signature with Sugar Makes Life Easy

SugarCRM Docusign Blog Image

Many businesses require electronic signatures on all official documents to safely and securely conduct transactions. Companies that do so may also require those e-signatures to come from trusted and reputable services. Fortunately, we have DocuSign, a leading eSignature provider. And with its Sugar integration comes the ability to send the documents for signature directly from the CRM.

The Buyers Guide to Marketing Automation

Buyers Guide

Marketing Automation is more than email marketing and it's more than lead generation. It's the bond between your customers and your brand. It plays a vital part in your business success so it's important that you know how to market and what marketing is used for. 

Mautic is used as the core marketing technology platform for many companies - the central hub where the marketing strategies get executed. The hub that takes in data from multiple sources, executes tactics based on that data, and then provides an analysis of the performance. 

No-Touch CRM

Sugar No Touch

Sometimes you’re the bug and sometimes you’re the windshield.

In this crazy race we call tech innovation, the last couple of years have been running at top speed in the front-office business apps market.  Cloud and mobile tech have completely reshaped the industry, bringing dozens and dozens of innovative, easy-to-use apps to the business professional.  And you, the buyer, are really in the driver’s seat with so many great SaaS choices to run your sales, marketing and customer service departments.

Mission: Possible – Simplify Paid Search Advertising with Salesfusion

sugar and salesfusion

Salesfusion by SugarCRM recently released Salesfusion for Google Ads, a feature that brings the combined power of AI and automation to create, launch, manage and optimise paid search campaigns. The feature, which is uniquely offered by Salesfusion in the marketing automation software market, is the result of a strategic partnership with Google. The question is, what makes this so innovative?

A Little Background