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.