CRM in Banking [Infographic]

CRM in Banking InfographicAuthor: Zlatyslava Topchyi, Marketing Manager

The banking industry has changed a lot in the last few years. Customers have gone online, banking services have been digitized, and the number of personal touch points has decreased significantly. At the same time, the banking sector remains the industry where customer trust and loyalty are the basis for successful relationship, and therefore, it’s very important to maintain an individual approach. Still, it becomes harder and harder, especially now when the client is “on the other side of the screen”. Read more »

No-Touch CRM

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. Read more »

How to Want to Upgrade SugarCRM Again and Again?

How to Want to Upgrade SugarCRM Again and Again?Author: Anna Petelina, Product Manager

As current CRM systems mature, companies inevitably want to upgrade to newer, better systems. Therefore, it is important to plan properly.

With all those innovations these days — including new social, mobile and cloud-based capabilities — many organizations want to move their customer service operations from older CRM system to something better. We can help to introduce innovations to your business with a SugarCRM upgrade. Read more »