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Features and Benefits

Automation

With Sugar CRM’s ability to automate, make your organization’s client service workflows easier and more streamlined, so that your organization can deliver a more accurate, consistent and detailed set of workflows. Automating your organization’s workflow will highly reduce the number of redundant tasks employees execute, giving them more time to work on vital tasks thus improving productivity. By having systematized workflows you can free your organization from inefficient and costly errors or back logs in your processes, also get rid of the possibility of a client falling through the cracks.

  • Reduce errors

  • Efficient and effective task completion

  • Good task network visualization

  • Automate more elements of the service and sales processes, improving profitability and efficiency

  • Utilize and optimize core competencies

  • Calendar / time management

  • Workflow customization

  • Improve customer service

Automation

Social CRM

There are many benefits in adapting Social CRM into your financial services organization but the main opportunity is to get that ever so important customer trust and loyalty. By applying our CRM software into your company’s social media, this will assist you to get closer to your clients and you’ll learn what you can do to make improvements to your products and services, giving your clients an experience they won’t find with any of your competitors. Our Social CRM software will also automatically collect data when you interact with customers on social media platforms. You can then use the collect data to have a deeper understanding on client behavior and insights, allowing you to create a basis for prospect formulation. Having information of client preferences also means you can have faster and relevant responses so you can meet the client’s expectation.

  • Customer-centric

  • Two-way communication

  • Develop effective strategies

  • Better market penetration

  • Improve customer service

  • Use customer feedback to prevent customer complaints

  • Build a client community

  • Retain clients


Better Customer Understanding

With our CRM software you get a better picture and analysis of your overall customer network, our CRM will not only give your organization an clean, organized, smooth and easy to navigate customer database that’s available for the whole organization to utilize, but also a 360 degree view of each customer including his/her activity history. Now each employee will have easy access to accurate customer data giving them the ability to better service each customer with a fast, knowledgeable and personalized customer experience. With each interaction with a customer, the data from each interaction is automatically transferred into the customer database giving your organization more data to work with giving way to better reporting, analysis, predictions and evaluation.

  • Know your customer (KYC)

  • Personalized customer experience

  • Measure client relationship

  • Better perspective on what actions to take

  • Good client data management

  • Better client insight

  • Decisions based on accurate reports

  • Provide better explanations to clients

  • Reduce administrative overhead


Reporting, Analytics and Intelligence

With Sugar CRM’s help manage all the data your organization collects through customer interaction and utilize it for your organizations best interests. Having accurate data for reporting and analysis purposes gives you and your employees the capacity to make decisions based on definite statements. In order for you and your organization to have a broad range of business intelligence, your organization needs an effective system for reporting, analytics and information distribution. Sugar CRM is a powerful system capable of delivering impactful reports, analytics and customer intelligence, giving your organization better decision making, meticulous predictions, and relevant client responses. The more you know the better you connect.

  • Pin-point strengths and weaknesses in the organization

  • Improved analysis and decision making

  • In-depth analysis of operations

  • Spot market trends

  • Improved customer service

  • Obtain business intelligence and customer insight

  • Recognize bottlenecks

  • Increase productivity


Mobility

With a mobile CRM system clients won’t have to be kept waiting anymore, a mobile CRM system gives your team the power to respond and interact with clients quicker. All the data they need to fulfill customer requests, answer customer queries, make transactions, close deals and more is all at their fingertips available anytime they need it. Faster responses make sure your customers don’t feel neglected and frustrated. A CRM system will also be more convenient for your team, when an employee interacts with a client outside the office using the mobile gadget, the CRM system collects the data from the interaction and distributes it to the customer database and if that data is useful for another employee he/she can access it instantly leading to a more productive workflow.

  • Faster response time

  • Access customer database anywhere, anytime

  • Organize and update customer data on the go

  • Better team collaboration

  • Save time

  • Improve customer experience

  • Boost productivity

Features and Benefits

Automation

With Sugar CRM’s ability to automate, make your organization’s client service workflows easier and more streamlined, so that your organization can deliver a more accurate, consistent and detailed set of workflows. Automating your organization’s workflow will highly reduce the number of redundant tasks employees execute, giving them more time to work on vital tasks thus improving productivity. By having systematized workflows you can free your organization from inefficient and costly errors or back logs in your processes, also get rid of the possibility of a client falling through the cracks.

  • Reduce errors

  • Efficient and effective task completion

  • Good task network visualization

  • Automate more elements of the service and sales processes, improving profitability and efficiency

  • Utilize and optimize core competencies

  • Calendar / time management

  • Workflow customization

  • Improve customer service

Automation

Social CRM

There are many benefits in adapting Social CRM into your financial services organization but the main opportunity is to get that ever so important customer trust and loyalty. By applying our CRM software into your company’s social media, this will assist you to get closer to your clients and you’ll learn what you can do to make improvements to your products and services, giving your clients an experience they won’t find with any of your competitors. Our Social CRM software will also automatically collect data when you interact with customers on social media platforms. You can then use the collect data to have a deeper understanding on client behavior and insights, allowing you to create a basis for prospect formulation. Having information of client preferences also means you can have faster and relevant responses so you can meet the client’s expectation.

  • Customer-centric

  • Two-way communication

  • Develop effective strategies

  • Better market penetration

  • Improve customer service

  • Use customer feedback to prevent customer complaints

  • Build a client community

  • Retain clients


Better Customer Understanding

With our CRM software you get a better picture and analysis of your overall customer network, our CRM will not only give your organization an clean, organized, smooth and easy to navigate customer database that’s available for the whole organization to utilize, but also a 360 degree view of each customer including his/her activity history. Now each employee will have easy access to accurate customer data giving them the ability to better service each customer with a fast, knowledgeable and personalized customer experience. With each interaction with a customer, the data from each interaction is automatically transferred into the customer database giving your organization more data to work with giving way to better reporting, analysis, predictions and evaluation.

  • Know your customer (KYC)

  • Personalized customer experience

  • Measure client relationship

  • Better perspective on what actions to take

  • Good client data management

  • Better client insight

  • Decisions based on accurate reports

  • Provide better explanations to clients

  • Reduce administrative overhead


Reporting, Analytics and Intelligence

With Sugar CRM’s help manage all the data your organization collects through customer interaction and utilize it for your organizations best interests. Having accurate data for reporting and analysis purposes gives you and your employees the capacity to make decisions based on definite statements. In order for you and your organization to have a broad range of business intelligence, your organization needs an effective system for reporting, analytics and information distribution. Sugar CRM is a powerful system capable of delivering impactful reports, analytics and customer intelligence, giving your organization better decision making, meticulous predictions, and relevant client responses. The more you know the better you connect.

  • Pin-point strengths and weaknesses in the organization

  • Improved analysis and decision making

  • In-depth analysis of operations

  • Spot market trends

  • Improved customer service

  • Obtain business intelligence and customer insight

  • Recognize bottlenecks

  • Increase productivity


Mobility

With a mobile CRM system clients won’t have to be kept waiting anymore, a mobile CRM system gives your team the power to respond and interact with clients quicker. All the data they need to fulfill customer requests, answer customer queries, make transactions, close deals and more is all at their fingertips available anytime they need it. Faster responses make sure your customers don’t feel neglected and frustrated. A CRM system will also be more convenient for your team, when an employee interacts with a client outside the office using the mobile gadget, the CRM system collects the data from the interaction and distributes it to the customer database and if that data is useful for another employee he/she can access it instantly leading to a more productive workflow.

  • Faster response time

  • Access customer database anywhere, anytime

  • Organize and update customer data on the go

  • Better team collaboration

  • Save time

  • Improve customer experience

  • Boost productivity