CUPERTINO, Calif.--(BUSINESS WIRE)--SugarCRM Inc., the company that enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market, today announced that BancVue, a provider of innovative products, world-class marketing and data-driven consulting solutions to community financial institutions, has established significant business efficiencies, increased growth and achieved customer service milestones since deploying Sugar. Today, all BancVue employees across the organization are leveraging Sugar to help its customers compete with large, established financial institutions and megabanks across the United States.
BancVue’s community-powered banking offerings, including their flagship suite of Kasasa® products, help local banks and credit unions thrive in the competitive banking industry. The company’s hallmark is stellar customer service, which is at the center of BancVue’s charter and has become a significant part of its reputation. Prior to Sugar, BancVue relied on spreadsheets and emails to manage its sales, customer service and marketing operations. However, with the company’s explosive growth and the expansion of robust support programs for its Kasasa clients, it was evident these tools and processes would eventually be inadequate to help BancVue successfully scale its business.
When BancVue turned to SugarCRM, the company found a true enterprise application with key advantages that would extend well beyond its initial sales, customer service and marketing needs. Sugar was quickly deployed companywide, supporting critical areas including: Sales, Customer Service, Marketing Operations, Vendor Management, Finance, Legal, Technical Operations and Training. For BancVue, perhaps the most important quality Sugar brings to the table is its platform flexibility. BancVue’s Sugar deployment includes more than 100 customizations to support its wide array of unique business processes. These include functions that manage critical marketing projects, collect scheduled data drops from client institutions, coordinate mystery shoppers and gather data from more than 40 sources to derive a customer health score.
“Sugar combines all BancVue’s customer business processes into a centralized platform that allows our employees to sell, service and support our customers in a highly personalized and localized way,” said Thomas Shields, BancVue vice president and general manager of operations. “Sugar has truly improved our workflows and business processes. Those, coupled with the insights gained from Sugar’s analytics-based reporting, have saved us nearly 4,000 staff hours per year, improved revenue forecasting and contributed to BancVue’s rapid growth – which has tripled in size during the past seven years.”
SugarCRM enables businesses to create extraordinary customer relationships through an individualized CRM user experience that is immersive, engaging and intuitive. With Sugar, all customer-facing employees can make personal connections with every customer to help grow sales, improve customer satisfaction, drive effective marketing campaigns and ultimately gain a competition advantage. Based on SugarCRM’s flexible and innovative user-focused design, Sugar UX™ makes Sugar simple and engaging to use anywhere, anytime. Sugar UX’s contextual intelligence helps users discover new customer insights, collaborate more effectively and make better decisions faster.
“Customers in the highly competitive financial services industry value a predictably positive customer experience,” said Larry Augustin, SugarCRM CEO. "With Sugar, BancVue delivers a customer experience that stands out from the competition. Further, Sugar enables BancVue to streamline business processes and efficiently provide a differentiated experience. This level of business transformation has enabled BancVue to cement its reputation as a force in community banking.”
For more information on BancVue’s deployment of Sugar Professional, please view the case study.
About SugarCRM
SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable customer relationship management (CRM) solution on the market. By placing the individual at the center of its solution, SugarCRM is putting the “i” in CRM and empowering people at all levels of an organization to better understand and engage with customers. Based in Silicon Valley, SugarCRM is backed by Goldman Sachs, Draper Fisher Jurvetson, NEA, and Walden International. More than 1.5M individuals in over 120 countries rely on SugarCRM. To learn more visit SugarCRM.com or follow @SugarCRM.
