openNews
03-24-2010, 05:34 PM
Open Source CRM Software Provider , SugarCRM is launching a series of webcasts designed to help financial services organizations leverage SugarCRM software to get closer to customers.
The webcast series kicks off on Thursday, March 25 at 8 a.m. PT/11 a.m. ET.
To register click here: https://www.sugarcrm.com/crm/products/webcast/industry/finance/OneFinancial (https://www.sugarcrm.com/crm/products/webcast/industry/finance/OneFinancial).
Session Details:
Flexibility Matters: How One Financial Is Using SugarCRM to Get Closer to Customers
Topic: The last few years have been challenging ones for financial services firms. To succeed, leading companies are implementing CRM processes and technology to get closer to their customers.
One Financial, a Foreign Exchange provider based in London, revamped its customer-facing processes to win more customers and provide better ongoing support. This webcast will detail how it partnered with Sugar Refinery, a UK-based SugarCRM systems integration and customization specialist, to implement SugarCRM across its organization.
Participants:
Steve Blios, IT manager, One Financial
Martin Schneider, director of marketing, SugarCRM
Nick Holt, sales director, The Sugar Refinery
Date and Time: Thursday, March 25, 8 a.m. PT / 11 a.m. ET
Session Details:
Beating the Big Banks – BancVue's SugarCRM Journey
Topic: Simply stated, CRM is about attracting and retaining customers. However, when you are competing against large financial services companies, these goals become more complex. This session will describe how BancVue took on the big banks with the help of SugarCRM partner Levementum. It will detail how BancVue created a services-based architecture focused on four goals: grow core deposits, attract new customers, increase retention rates and boost profitability.
Participants:
Geoff Mobisson, managing Director, technical services, Levementum
Jon Parmley, manager, BancVue
Martin Schneider, director of marketing, SugarCRM
Date and time: Wednesday, April 7 at 9:00 a.m. PT/12:00 p.m. ET
Please visit http://www.sugarcrm.com/crm/about/events.html (http://www.sugarcrm.com/crm/about/events.html) for more details.
The webcast series kicks off on Thursday, March 25 at 8 a.m. PT/11 a.m. ET.
To register click here: https://www.sugarcrm.com/crm/products/webcast/industry/finance/OneFinancial (https://www.sugarcrm.com/crm/products/webcast/industry/finance/OneFinancial).
Session Details:
Flexibility Matters: How One Financial Is Using SugarCRM to Get Closer to Customers
Topic: The last few years have been challenging ones for financial services firms. To succeed, leading companies are implementing CRM processes and technology to get closer to their customers.
One Financial, a Foreign Exchange provider based in London, revamped its customer-facing processes to win more customers and provide better ongoing support. This webcast will detail how it partnered with Sugar Refinery, a UK-based SugarCRM systems integration and customization specialist, to implement SugarCRM across its organization.
Participants:
Steve Blios, IT manager, One Financial
Martin Schneider, director of marketing, SugarCRM
Nick Holt, sales director, The Sugar Refinery
Date and Time: Thursday, March 25, 8 a.m. PT / 11 a.m. ET
Session Details:
Beating the Big Banks – BancVue's SugarCRM Journey
Topic: Simply stated, CRM is about attracting and retaining customers. However, when you are competing against large financial services companies, these goals become more complex. This session will describe how BancVue took on the big banks with the help of SugarCRM partner Levementum. It will detail how BancVue created a services-based architecture focused on four goals: grow core deposits, attract new customers, increase retention rates and boost profitability.
Participants:
Geoff Mobisson, managing Director, technical services, Levementum
Jon Parmley, manager, BancVue
Martin Schneider, director of marketing, SugarCRM
Date and time: Wednesday, April 7 at 9:00 a.m. PT/12:00 p.m. ET
Please visit http://www.sugarcrm.com/crm/about/events.html (http://www.sugarcrm.com/crm/about/events.html) for more details.